Managers of Wealth Offshore

Equiom expands its European footprint with Netherlands acquisition

This marks the first step in a broader strategy for Equiom to increase the provision of services for asset managers in Tier 1 jurisdictions.

JTC Wins Mandate for New Brooks MacDonald International Funds Business

The acquisition is expected to complete later this year, subject to regulatory approval, and represents a high-quality investment offering for an affluent and high net worth client base, with Funds Under Management of £1bn (May 2020).

JTC Completes Acquisition of Sanne Private Client Business

The deal forms part of JTC’s ongoing growth strategy, with the company continuing to see opportunities for organic and inorganic growth across both its Institutional and Private Client Services divisions.

Family Values: Take Back Time – Family Office Services

Life is complex and it is no wonder ‘money-rich, timepoor’ is still an expression that can be found used twenty years later.

Act fast in the face of transformation in the Island’s wealth management sector

Client expectations are changing because the clients themselves are changing.

Labuan IBFC: 30 Years of Intermediating Asia - Exclusive Interview with Director General, Labuan Financial Services Authority

Get an indepth exclusive on Labuan IBFC, his thoughts about the industry performance for 2019 as well as his future plans and aspirations for the jurisdiction.

Ravenscroft to acquire Wealth manager's Isle of Man business

The wealth manager's Isle of Man subsidiary was launched in 2014, contributing £1.2m of annual revenue to the business

7 benefits of a UAE foundation

An independent legal entity, foundations provide the founder with an opportunity to consolidate their wealth in one vehicle at the same time

BNS sells another Caribbean bank

The Central Bank of Belize will now review the new offer.

Deltec Bank & Trust Named Best Private Bank Caribbean 2020 by Global Banking & Finance Review

This approach has already garnered international attention as the bank continues to modernize and to enhance the overall experience for its clients.

Leading out of lockdown: Five key priorities for post-crisis asset and wealth management

The immediate challenge will be in meeting heightened client-service, regulatory and reporting demands, especially if social distancing and limits to face-to-face interaction persist well into next year.

Private Client Services in the Cayman Islands - Q&A with Michael Halsey

Clients are certainly getting more sophisticated and a lot more of them are coming to us well informed about the type and use of structures.

Brooks Macdonald acquires Channel Islands wealth management business

Completion is expected to take place in the fourth quarter of 2020 subject to regulatory approval.

Private wealth service provider sets up UK estate planning unit

The new service has been set up by ZEDRA who specialise in helping people to plan for the future.

Global Wealth 2020: The Future of Wealth Management—A CEO Agenda

20th Edition

Guernsey Bid Mars Banque Eric Sturdza's Profits

Banque Eric Sturdza is a case in point

Transferring wealth: Establishing trusts for multigenerational succession planning

Due to the excellent and professional experience the client had with Vistra, the Settlor of the Trust decided to contribute additional trust funds to the structure.

Ogier advises on sale of independent trust company

Group partner Matthew Shaxson lead the Jersey-based Ogier team, which included senior associate Kevin Grové and associate Michael Anderson.

Butterfield Rebrands Singapore Business

Singapore has a strong reputation as a well-established and diversified international finance centre, however we provide services throughout Asia and our new name reflects that.

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.

Wealth and Asset Management