Managers of Wealth Offshore

Building bridges, not barriers: Setting up Cayman trusts to minimise conflicts

Trusts remain a popular way to preserve family assets and to control how, when, and how much wealth is passed down to future generations.

Mourant celebrates impressive rankings in the Chambers and Partners High Net Worth Guide 2024

Overall, seven Mourant lawyers from across the firm's Guernsey, Jersey, and London offices have also been recognised in the individual ranking tables.

"Preeminent offshore law firm" Ogier maintains top tier ranking in Chambers High Net Worth Guide for Cayman, Guernsey and Jersey

Ogier's private wealth team in Guernsey "is pragmatic, alert to risks and engaging enough to listen to clients in order to carve the most sensible path".

Spring Investment Management wins at WealthBriefing Wealth for Good Awards

Each of these categories is highly contested and is subject to a rigorous process before the ultimate winner is selected by the judges.

Designated private banking boss will not join LLB

Andreas Gerber has agreed not to replace Urs Müller as head of the retail and corporate banking division, which includes private banking Liechtenstein, Switzerland and Germany.

Carey Olsen named Offshore Law Firm of the Year at Chambers High Net Worth Awards 2024

Carey Olsen has been named Offshore Law Firm of the Year at the Chambers High Net Worth Awards for the second year in a row.

“Upholding values is non-negotiable”

The Saffery Trust core values – integrity, enthusiasm, excellence, and collegiality – underpin both client service and the organisation’s employee value proposition

Wealth managers bullish on equities as elections come and go

The swing in positive sentiment suggests that investment managers are unfazed by this year’s election fever and have greater clarity on the direction of travel for interest rates and inflation

TISE reports sustained listings growth in first half

The total market value of all listed securities surpassed the £700 billion mark for the first time, reaching £708 billion at the end of June.

Award shortlisting for Saffery Trust

Saffery Trust Guernsey and Cayman Director, Lisa Vizia, said the firm’s success was a testament to its commitment to excellence.

HIGHVERN Announces Mid-Year Promotions

The leading independent fiduciary, corporate and fund services provider has made these promotions following fifteen promotions across multiple jurisdictions end of last year.

Guernsey Finance takes the win with ‘Wealth for Good’ award

The annual WealthBriefing Wealth for Good Awards program recognises the most innovative and exceptional firms, teams and individuals.

Labuan IBFC Inc. and STEP Malaysia jointly host wealth management and estate planning event

This inaugural event shone a spotlight on wealth management ecosystems both in Malaysia and Labuan IBFC

RF Group taps core vendor ERI to power its Caribbean banking operations

RF Group joins a growing list of Caribbean financial institutions to adopt ERI’s Olympic Banking System

TEAM “well-placed for international growth on back of wealth exodus”

In March, TEAM raised £1.8 million in capital and is currently in advanced discussions with a strategic investor for additional funding and deeper collaboration.

Carey Olsen named a finalist for two STEP Private Client Awards

The addition of our shortlisting for the STEP awards is testament to the excellence and hard work

Oakglen Wealth launches inheritance tax solution with Toscafund Management

The partnership will allow Oakglen to invest into qualifying smaller companies listed on the Alternative Investment Market (AIM) on each of their client’s behalf

Praxis shortlisted for Trust Company of the Year in prestigious STEP Awards

At Praxis, we continuously strive to maintain the highest standards of service, and to nurture the current and future generations of practitioners.’

Winners of Citywealth Brand Management and Reputation Awards announced

AI is also playing an increasingly important role within the wealth management industry.

Advantary Capital Services and Apex Group Announce Strategic Partnership to Expand Portfolio Company and Client Services

This partnership brings together the expertise of two industry leaders to empower businesses with the resources and support they need to thrive in today’s competitive landscape.

Wealth and Asset Management