Managers of Wealth Offshore

Switzerland as a hub for trading companies

Switzerland presents some compelling advantages for trading companies with UBO’s from the CIS region, principally Russia and Ukraine.

Scotiabank Dominican Republic completed integration with Banco Dominicano del Progreso

It has more than 70 branches with extended hours, an expanded team to customize the service, automated shift system, Wi-Fi, and availability of branches for people with special abilities.

The rise of Mauritius as a family office destination

The innovative private wealth offerings of the MIFC through a combination of legislative flexibility and fiscal incentives have allowed a successful integration of the HNW / UHNW community into the economy

We are family and the vital role of the Family Office

Despite family offices not being directly regulated in either Jersey or Guernsey, regulation is a factor for families to consider.

Zedra Fund Services report little fallout from Covid-19

ZEDRA Fund Services is optimistic about the broader range of new business opportunities that could arise, in particular seeing private funds as a significant growth area

Returning to the workplace: plan for success

Be sure you carefully understand your local government and health department’s directives and guidelines as you adjust your workplace in this environment .

IQ-EQ Family Office Services for UHNW clients

The launch comes as the family office space expands, evolves and diversifies, with globally minded UHNW families

Scotiabank completes sale of British Virgin Islands operations

Scotiabank completes sale of its operations in the British Virgin Islands to Republic Financial Holdings Limited May 30, 2020

Jersey wealth manager buys trust company

In a bid to ‘increase market share’ and ‘diversify’ its geographical reach

Human vs Robot: the Struggle for Good Automation in Wealth

In this live discussion we speak with three leading industry experts about whether "robo" and wider trends of automation are fundamentally at odds with the human and relationship-based business model of wealth management.

The Luxembourg SPF: A private wealth management company of choice

Ultimately, with Luxembourg being a highly developed centre of legal and financial services, private individuals wishing to structure their assets' holding and financing benefit from a one-stop-shop meeting all their expectations.

Monaco wants its old life back, and so do its bankers

The cancellation of events from exclusive meetups to sports outings may reveal just how useful they were in bringing in new business

Private Bankers Swap Super Yachts For Webinars To Woo Ultra-Rich

The coronavirus pandemic has intruded even here, in the big-money world of super yachts and the private bankers who tend to their owners.

Preserving Wealth: Adopting a structure to meet relocation needs

The client’s intention was to simplify the structure, implement a succession planning solution and make the necessary adjustments to preserve wealth and accommodate the future needs of all the family members.

Julius Baer reports strong increase in client activity

Despite the increased order and trade volumes following the COVID-19 outbreak, Julius Baer has continued to operate and deliver its products and services with virtually no interruptions.

How will ESG shape the future of funds, corporations and family businesses?

In general terms, family businesses have also looked to embrace ESG factors as part of more sustainable business models, and the result is more frank and open discussion about complex ESG themes, both by younger and older members of the family.

‘Vistra 2020’ — Charting a decade that transformed corporate services

It is testament to the industry’s appetite for an open debate about its future that we’ve seen participation climb each year and the report gain truly global reach.

Apex And Bite Announce Partnership

Apex delivers a single-source solution covering the full spectrum of financial services products to asset managers, capital markets and private clients via over 40 offices and 3,500 employees worldwide.

Olympians help Canaccord Genuity Wealth Management workforce keep moving and motivated through COVID-19

Canaccord is working with TeamedUp and six Olympic athletes to create the powerful and engaging series of content.

Helping preserve and transfer wealth across multigenerational Latin American families and family businesses

With well over half of the world’s population currently facing constraints on their daily routine, it’s inevitable that families are spending more time together

Wealth and Asset Management