03/26/2021
2021 Evolution – Family Office Trends
Investment portfolios are where a family’s objectives come alive, and it is clear that portfolios are being shaped by several trends that will be a focal point in 2021 and beyond.
Wealth and Asset Management
03/26/2021
The Explosive Growth of the Family Office in the Twenty First Century
The world has witnessed more stability in the last half century than ever before, despite global pandemics and financial crises.
03/25/2021
The Mauritius foundation: charitable giving built on strong foundations
Mauritius continues to attract the attention of a growing regional high-net-worth market segment thanks to its innovative private wealth offerings, robust regulatory landscape and compelling domestic and international tax regime.
03/25/2021
FEIFA announces new members from UK and Malta
Lawsons is headquartered in Malta and has clients across numerous European countries.
03/25/2021
China a 'safe haven' for offshore HNW investors during pandemic
Mainland China has piqued the interest of offshore investors amid the pandemic, data and analytics firm GlobalData said today in a report.
03/25/2021
Why are private fund structures so attractive to HNWI and family offices?
Family offices, high net worth individuals and wealthy families are increasingly considering private fund structures to hold their investments.
03/24/2021
ZEDRA enhances Funds Services in Luxembourg with milestone acquisition
The acquisition strengthens and compliments ZEDRA’s existing fund and related corporate service offering in Luxembourg
03/24/2021
Exclusive: Liechtenstein IAM liquidated
The FMA said the company’s ‘authorisation under the Asset Management Act expired by written waiver as of 28 October 2020.’
03/24/2021
Sovereign Group acquires STM Fidecs Management in Gibraltar
The rebranded entity will trade alongside Sovereign’s own trust and company management division, under the management of Sovereign Trust (Gibraltar) Managing Director, John Blake.
03/24/2021
The Mauritius foundation: charitable giving built on strong foundations
A tax efficient method to achieve philanthropic goals: An attractive feature of the Mauritius foundation is that it is automatically exempt from tax
03/22/2021
Crestbridge Family Office Services Head recognised for ‘shaping the private wealth industry’
International Women’s Day provides a reminder that a business can only thrive if it provides equal opportunities for its people to contribute and grow.
03/18/2021
International Americans: the benefits of "offshoring"
Elections and other disruptive political events, along with sudden legislative changes, are just some of the risks associated with holding all of your assets in a single jurisdiction.
03/18/2021
Gold for Crestbridge in Powerwomen Awards
Heather won the top Gold award in the ‘Woman of the Year for a Director in a Financial Organisation’ in the Citywealth Powerwomen Awards.
03/16/2021
Future of wealth operations: An impetus for change
The need for wealth operations to increase enterprise value is stronger than it’s ever been, requiring leaders to think differently
03/15/2021
Schroders recognised for exceptional offshore equity fund
The Morningstar Awards are designed to help investors around the world identify the year's most exceptional funds and fund managers.
03/14/2021
Buy your own island in the Bahamas
If you like your privacy, your nearest neighbor is a 10-minute boat ride away.
03/12/2021
Zurich’s Oldest Private Bank Admits To Helping U.S. Taxpayers Hide Offshore Accounts From IRS
Rahn+Bodmer Enters into Deferred Prosecution Agreement for Criminal Misconduct; Agrees to Pay $22 Million
03/09/2021
2020 shaping new trends for family offices, wealthy families and their advisors
What’s changed in the last year for family offices, wealthy families and their advisors as they look to manage and structure their wealth? ZEDRA’s Head of Private Office, Charlotte Murtagh explains some of the ways 2020 has shaped new trends.
03/08/2021
Conversations in Wealth Management an interview with Hawksmoor’s Sarah Soar
Tim Oddy, Senior Relationship Manager at Maitland, recently chatted to Sarah Soar, CEO of Hawksmoor Investment Management, a growing investment and fund management business.
03/05/2021
Marina Cristiani Wins Silver At The 2021 Citywealth Powerwomen Awards
The results were announced at Citywealth’s virtual gala ceremony, which took place on 3 March.