Managers of Wealth Offshore

Lisa Vizia named among private client global elite

Lisa Vizia heads up one of the firm’s UHNWI family office teams which focuses on the Middle East.

Stuart Platt-Ransom named in 2021 eprivateclient 50 Most Influential

Platt-Ransom’s individual achievements have also been previously recognised.

Collas Crill Lawyers Feature in Private Client Global Elite Directory 2020/21

Partners Ben Havard and Sam Williams and Associate Gregory Haddow have been included in the 'Ones to watch' category.

How 2020 has impacted the world of the trustee

With rules varying between jurisdictions and an ever-changing set of limitations guiding travel, meetings and office accessibility, the diligent trustee would be well-advised to sense check their trusteeships to gauge any potential risk created by the pan

Guernsey funds industry continues to flourish, says Monterey Insight report

Total fund assets serviced in Guernsey were up to $428.4 billion, with numbers of serviced schemes and sub-funds also increased.

BAHAMAS: Getting The Rules Right For A Successful Sovereign Wealth Fund

The fund also aims to develop a broader base for economic growth by accumulating adequate international assets.

Global Registration Services - Market Update Q4 2020

The aim of the Q&A is to ensure that the content requirements are met.

Stirring The Status Quo In Wealth Management

The idea behind True Beacon is to inspire more accountability in the wealth management space

What is a top consideration for wealthy families from the Middle East?

In November last year, the UAE also changed some of its laws to allow for more liberal living.

Covid-19 One Year On: Exposing Inefficiencies Towards a New Paradigm in Wealth Management

After almost a year living and working under the “pandemic siege”, we can now see how financial institutions have responded to these issues.

IQ-EQ’s Jennifer Le Chevalier shortlisted in 2021 Powerwomen Awards

The Powerwomen Awards aim to champion women in the wealth sector and highlight the female leaders of today and tomorrow.

Danielle Le Blancq promoted and nominated for Powerwomen award

Danielle joined Fairway in 2019

Estate planning for celebrities and UHNWIs

It’s not disorganisation or a lack of desire that stops people planning their estate.

How overseas operations can help HNWs mitigate tax liabilities

Investors look to European countries for ‘a superior quality of life and a safe haven for assets’

Mourant Senior Associate wins Gold at Citywealth Magic Circle Awards

Citywealth's flagship Magic Circle Awards, celebrates the world's leading advisors and managers in the wealth industry, acknowledging the achievements of both individuals and companies.

The life cycle of a family office

The concept of a product having a life cycle was theorised in the mid-1960s by Raymond Vernon and has since passed into standard economic theory as one of the bedrocks of modern marketing.

Compliance at home - The new normal

As we enter the latest lockdown, Newgate is working with clients to ensure their policies, procedures and risk assessments have been updated to take into account these significant changes to working practices.

Top 2021 Wealth Management Trends. What's Actually Changing?

While hoping that 2021 will bring us back to normal, it is time to re-examine the trends that are inexorably affecting the core of the industry.

LGT is a "Great Place to Work"

LGT Bank in Liechtenstein and Switzerland were designated a Great Place to Work by the renowned institute of the same name.

Canaccord Genuity lights the path for entrepreneurial women

The Canaccord Genuity Advisory Programme is open to any female entrepreneur who wants to develop the tools to take her business to the next level.

Wealth and Asset Management