Managers of Wealth Offshore

Quadruple Shortlisting for JTC at Citywealth Brand Management & Reputation Awards 2021

Citywealth received over two hundred submissions for these awards that were reviewed by an independent judging panel,

New independent financial services consulting business launches

Julian Burrows and Stephen McAlister formed the business having previously worked together in the local office of a global consultancy firm.

Women and wealth: trends that shape philanthropy, risk and choosing trustees

Around the world, women are increasing their wealth faster than at any point in history. While the current pandemic and economic headwinds are likely to slow women’s wealth, it’s expected to be a bump in the road, rather than lead to any signi

Butterfield Bank Q1 Earnings Beat Estimates

The core return on average tangible common equity1 for the three months ended March 31, 2021 was 19.3%, compared to core return on average tangible common equity1 18.6% for the three months ended March 31, 2020.

Snapshot: SPACs and private equity - new tools for investment and acquisition

The current resurgence in SPAC activity started in 2012 and, after initially seeing steady year on year growth, SPAC use suddenly rocketed in late 2019. Since then, growth has been almost exponential.

LGT Private Banking is a founding member of the UN Net-Zero Banking Alliance

The goal of the NZBA is to remove carbon-intensive, climate-damaging sectors from their investment portfolios.

SPACs – What family offices in Asia need to know

The SPAC will set out in its listing document the type of investment they are looking to make in terms of size and industry sector.

A Well-Conceived Share Plan Can Be Critical to Long-Term Success

JTC’s own journey as a business and the role shared ownership has played in that journey has made for a fascinating case study.

Qatar Financial Centre Authority signs MoU with Labuan IBFC Inc enhancing

Asia and MENA financial sector ties

Pictet Asset Services expands its activity to Monaco

The team will join Pictet’s banking branch in Monaco, which opened in February 2020.

Global Wealth and Lifestyle Report 2021: Key Findings

Julius Baer’s Global Wealth and Lifestyle Report 2021 explores the evolving world of high-end consumption.

Tavistock slams Jersey fund M&A bid as ‘unwelcome distraction’

It believes that the offer is ‘significantly below the value of the company’s assets’

Triple shortlisting for Crestbridge Family Office Services

Established 16 years ago, the Awards bring together the best advisers and managers in the wealth industry, with the winners being selected by the votes of Citywealth readers and a panel of judges, and announced at a virtual gala event on 17th May.

Labuan IBFC: The Fastest Growing Captive Insurance Centre in Asia and MENA

The report also indicated that although global captive numbers fell slightly in 2020, there was a surge in captive cell formations, which provides an efficient and convenient alternative to single parent captive structures.

How ESG is shaping 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.

Private wealth professionals expect increased efforts to tax offshore wealth post-Covid 19, says Intertrust research

More than half of respondents (53 per cent) also said that the pandemic had resulted in clients re-evaluating their objectives and shifting from wealth creation to wealth preservation strategies.

JTC Completes Acquisition of RBC CEES Limited

Employees based in Jersey, Guernsey, London and Edinburgh

Independent trust company launches in Jersey

As a fully independent company we are able to do things differently, providing our clients with a bespoke, director led and efficient offering.

Four strategies to help ensure a smooth wealth transfer

The saying ‘from rags to rags in three generations’ is often rolled out when discussing troubles that can be encountered when passing family wealth from one generation to the next.

Vote Ocorian for Trust Company of the Year in Citywealth's Magic Circle Awards

Voting for those shortlisted is now open and the winners will be announced on 17 May at a virtual awards ceremony.

Wealth and Asset Management