03/24/2021
The Mauritius foundation: charitable giving built on strong foundations
A tax efficient method to achieve philanthropic goals: An attractive feature of the Mauritius foundation is that it is automatically exempt from tax
Wealth and Asset Management
03/22/2021
Crestbridge Family Office Services Head recognised for ‘shaping the private wealth industry’
International Women’s Day provides a reminder that a business can only thrive if it provides equal opportunities for its people to contribute and grow.
03/18/2021
International Americans: the benefits of "offshoring"
Elections and other disruptive political events, along with sudden legislative changes, are just some of the risks associated with holding all of your assets in a single jurisdiction.
03/18/2021
Gold for Crestbridge in Powerwomen Awards
Heather won the top Gold award in the ‘Woman of the Year for a Director in a Financial Organisation’ in the Citywealth Powerwomen Awards.
03/16/2021
Future of wealth operations: An impetus for change
The need for wealth operations to increase enterprise value is stronger than it’s ever been, requiring leaders to think differently
03/15/2021
Schroders recognised for exceptional offshore equity fund
The Morningstar Awards are designed to help investors around the world identify the year's most exceptional funds and fund managers.
03/14/2021
Buy your own island in the Bahamas
If you like your privacy, your nearest neighbor is a 10-minute boat ride away.
03/12/2021
Zurich’s Oldest Private Bank Admits To Helping U.S. Taxpayers Hide Offshore Accounts From IRS
Rahn+Bodmer Enters into Deferred Prosecution Agreement for Criminal Misconduct; Agrees to Pay $22 Million
03/09/2021
2020 shaping new trends for family offices, wealthy families and their advisors
What’s changed in the last year for family offices, wealthy families and their advisors as they look to manage and structure their wealth? ZEDRA’s Head of Private Office, Charlotte Murtagh explains some of the ways 2020 has shaped new trends.
03/08/2021
Conversations in Wealth Management an interview with Hawksmoor’s Sarah Soar
Tim Oddy, Senior Relationship Manager at Maitland, recently chatted to Sarah Soar, CEO of Hawksmoor Investment Management, a growing investment and fund management business.
03/05/2021
Marina Cristiani Wins Silver At The 2021 Citywealth Powerwomen Awards
The results were announced at Citywealth’s virtual gala ceremony, which took place on 3 March.
03/05/2021
Market access and facilitating post-Brexit investment flows
Guernsey has often watched – with a calm detachment – the waxing and waning of the UK’s mercurial relationship with the European institutions over the past half a century.
03/04/2021
Success For JTC At 2021 Citywealth IFC Awards
Announced at a virtual gala ceremony on 23rd February
03/04/2021
New Vistra report reveals key insights into wealth and philanthropy
This research was conducted amidst the Covid-19 pandemic in the third quarter of 2020
03/04/2021
Nikko Asset Management: Future Quality Insights - March 2021
The winds of change: Strengthening our commitment to ESG
03/04/2021
How will the Luxembourg leaks impact UK offshore crackdown?
‘Clients rightly have an expectation of privacy in the conduct of their financial affairs’
03/03/2021
Embracing our Caymankind
The funds have been distributed and donated
03/02/2021
IQ-EQ expands global Funds division into Ireland
Ireland is already popular among U.S. fund managers, having cemented its status with the Irish Connective Asset Management Vehicle (ICAV), which complements U.S. tax planning.
03/02/2021
Stop Look and Listen…Why Some Clients Fail to Take Good Advice
Some do look, but with only a cursory glance, and often only one way, and they therefore miss the bus that comes thundering in the opposite direction.
03/01/2021
Hawksford secures new majority investor
M&A will be an integral part of STAR and Hawksford's growth strategy