Managers of Wealth Offshore

Keeping it in the family

Why Middle East UHNW family businesses are set to step up offshore investment

Jersey Finance Virtual Private Wealth Conference to Explore Sustainable Finance and Philanthropy

By collaborating with award-winning on and off Island suppliers, Jersey Finance aims to deliver a high-quality experience to a global audience.

Labuan IBFC shortlisted for ‘International Domicile of the Year’

Captives are self-insurance vehicles which are strategic risk management tools utilised by many corporations around the world.

Apex Awarded Fund Administration Mandate by Keel Capital

This latest client win further demonstrates the success of Apex’s single-source solution and its capabilities to support clients, including established managers such as Keel Capital who are seeking an improved service from their provider.

HSBC expands wealth services in Jersey

The expansion is part of a multi-year investment into the Jersey-based business, which is viewed as a strategic growth market for HSBC.

Butterfield Reports Third Quarter 2020 Results

The core return on average tangible common equity for the third quarter of 2020 was 16.2%, compared to 15.5% for the previous quarter

Joost Mees on Luxembourg's Resilience in a Time of Uncertainty

All grown up As the industry matures, it must become more aware of the responsibility it has to make a positive impact on its portfolio companies, but also the world.

Switzerland-based asset manager selects Northern Trust

Group’s Focus on Expanding its Range of Sustainable Solutions Aligned with Environmental, Social and Governance Criteria

Apex Group Announces Expansion Of Latam Presence

This latest acquisition brings the Apex Group to the landmark milestone of $1 trillion in assets serviced across administration, custody, depositary and under management, reinforcing its strength as a leading financial services provider in the asset manag

ZEDRA’s Eyes Firmly Set on Rapid Asia Growth amidst Global Expansion

Bart comments that the whole evolution of trust and trust services in Asia is set against an increasingly difficult and onerous regulatory environment worldwide.

IQ-EQ named Best Independent Trust Company in 2020 WealthBriefing European Awards

In selecting IQ-EQ as winner, the judges commented that they were not only impressed by the scale and breadth of our global service offering, but by our innovations in technology.

Accuro Trust Jersey shortlisted for the second year in a row into the Leaders in WellBeing Awards 2020

Alongside these nomination Accuro is also shortlisted for “Breaking the Stigma Award” in the “Best Workplace Culture” category.

Creative Uses for Captives in a Hard Market: A Practical Case Study

Most captive owners will have a well-established Enterprise Risk Management (ERM) process which is an integral part of managing their business.

Fund Under Management growth for Brooks Macdonald

Overall, the figures show that the total group FUM at the end of September was £13.7bn.

What are family offices investing in?

In my experience, a family office manages its asset base based on knowledge and experience, and taking a risk-based approach to concentration risk.

Swiss private bank sells off Bahamas wealth arm

As a ‘select number of key investment managers’ become minority shareholders at its Italian subsidiary

IQ-EQ wins regional service excellence award in International Investment Awards

Although this award specifically recognises our UK and European operations, we feel strongly that it reflects positively on all of our client teams across the globe, whose international collaboration is crucial to our continued success.

Intertrust announces new era with rebrand and strategic partnership

The rebrand ushers in a new era for the company and reflects its growth and acquisitions in recent years.

Apex Group Reaches Nearly $1 Trillion in Serviced Assets Following Planned Acquisition of Fundrock

Apex is a portfolio company of Genstar Capital.

Accuro crowned “Highly Commended” Independent Trust or Fiduciary Company

The panel stated: “Assessors were impressed by how Accuro is now totally management owned and tightly aligned with its clients’ interests.”

Wealth and Asset Management