Managers of Wealth Offshore

Canaccord Wealth announces new Isle of Man charity partner

The Canaccord Genuity Wealth Charitable Trust was launched in 2004 and is managed by current and former staff.

China Targets Offshore Income: Implications for Private Bankers

Recent developments reveal that the Chinese authorities are focusing on overseas investment gains, with tax officials summoning high-net-worth individuals for assessments.

Advising the new generation of private clients – modern entrepreneurs and wealth creators

An important factor for the new generation to consider is succession planning.

Leveraging alternative jurisdictions – South Africa and the British Virgin Islands

No standard structure exists for any family or business, but specific methods and solutions have worked for families for generations.

Crown Dependencies feature in nominations for Citywealth Future Leaders Awards

Taking place on the 12th November, at the 5 star JW Marriott Grosvenor House Hotel in London

Praxis named a 2024 eprivateclient Top Trust company

This accolade follows our recent shortlisting for Trust Company of the Year – Large Firm at the STEP Private Client Awards.

Oak recognised in eprivateclient’s 2024 ranking of Top Trust Companies

The rankings recognise the top fiduciary service providers for private clients across the UK and Crown Dependencies.

Ravenscroft announces sale of wealth management business

The corporate finance and property management businesses of the wider Ravenscroft group are not included in the transaction, which follows Titan’s acquisition of Ravenscroft’s UK investment management business last year.

Butterfield reports third-quarter net income of $52.7m

The bank said net income was up in the third quarter versus the prior quarter primarily due to higher net interest income and lower non-interest expense, as well as a modest increase in non-interest income.

JTC Named Top Trust Company in 2024 EprivateClient List

Within each category, firms are then further divided into three tiers to reflect each organisation’s size, quality of service, any recent M&A activity and overall performance.

Structuring strategies for a changing tax landscape

This period of uncertainty has understandably led many clients to adopt a “wait and see” approach as they await the outcome of the upcoming Budget.

Saffery Trust global recognition continues with 2024 Top Trust Companies listing

The private client firm – which has offices in the Cayman Islands, Guernsey, Switzerland and Dubai – was recognised for several factors, including its reputation, client service excellent and global offering,

Top Tier ranking for Crestbridge Family Office Services

The rankings are calculated based on a number of criteria including size, reputation, quality and range of service, and performance over the past 12 months.

“Diversify judiciously,” urge speakers at the Guernsey Private Wealth Forum 2024

Guest introductory speaker Edwin Smith, Editor in Chief of Spear’s Magazine, then unpacked the most important forces shaping the world of wealth

Canaccord Wealth marks two decades of supporting local charities

Launched in 2004, it has made over 350 donations to 200 charities - based in Guernsey, Jersey and the Isle of Man - amounting to more than £462,000.

deVere Group Secures Family Office Licence, Marking New Era in Elite Wealth Management

The newly secured Family Office Licence allows deVere to cater to the most complex financial needs of ultra-high-net-worth individuals (UHNWIs) and families, setting it apart from competitors.

Affinity Private Wealth announces succession plan to remain independent and owner-managed

The strategic initiative is driven by the original founders and shareholders.

Latin America: The New Wealth Battleground

Multinational and behemoth private banks increasingly view Latin America as a cornerstone of their growth strategy.

Money in motion: preserving legacy during generational wealth transfer

Predicting and preparing for the future is one of the most challenging aspects of being a trustee.

Protecting the legacy of the new generation of wealth generators

A recent Harvard business review article described creators as ‘change agents’, and estimated the creator economy capable of affecting $130billion of purchasing decisions annually.

Wealth and Asset Management