Managers of Wealth Offshore

Graham McCormack of Oak Group wins ‘Chief Operating Officer’

It is testament to the great work that my team and everyone at Oak has achieved over the last year

Caribbean islands and European countries 'on the cusp' of being added to the green list

Several more countries could be added to a list which currently includes Australia, Brunei, Falkland Islands, the Faroe Islands, Gibraltar, Iceland, Israel and Jerusalem, New Zealand, Portugal, Singapore, South Georgia and St Helena

Global wealth firm unveils client liaison office in Cyprus

It will become the country’s expat financial advice hub post-Brexit

Crestbridge receives further recognition

Winners are judged by a panel of independent experts from across the wealth management industry.

Monaco in pole position for F1 property prices

Across the 22 Formula 1 race nations Monaco’s average property price is indeed the most prestigious

Apex Group acquires Israel’s leading fund services provider

The addition of the Tzur business enables us to expand into the Israel market and further strengthen our regional presence.

Apex introduces Outsourced SPAC COO Solution

This announcement supplements the existing broad range of local solutions

Bermuda firm buys stake in Singapore wealth platform

Aura Group, Somers and ICM look forward to collaborating on investments and leveraging each other’s valuable expertise, insights and extensive networks globally.

PraxisIFM all aboard with Variety Sailing Trust sponsorship

PraxisIFM has become local Jersey Charity the Variety Sailing Trust’s main sponsor.

Liechtenstein's Gold in More Diligent Hands

The new rules are an opportunity for the different precious metals players, and banks, as both Switzerland and Liechtenstein now have fully regulated markets for gold and precious metals for the first time.

The Financial Services Sector is a Foundation for a Strong Relationship Between China and the European Union

Chinese investment into Europe has boomed from €6.1bn in 2010 to €79bn in 2018

Saffery Champness partner with world champion Mike Conway

The exciting partnership also sees the firm renew their commitment to MB Partners’ official Partner Programme, and comes as Mike gets set to begin his world championship defence.

Ocorian expands capital markets offering in the Americas

The team will be further strengthened with the addition of two further client service professionals at Vice President level to accelerate and support growth in this sector.

Transferring private wealth in the Bahamas: why succession planning matters

Wealthy individuals who have an international business in this jurisdiction (or plan to incorporate one) should strongly consider a Bahamian last will and testament.

Deltec Bank & Trust named Best Private Bank Caribbean 2021

"We look forward to seeing more from Deltec Bank & Trust in the future."

Quadruple Shortlisting for JTC

The awards include 19 categories

Heather Tibbo shortlisted in Wealthbriefing European Awards 2021

In its ninth year, the awards aim to set organisations and individuals apart from their peers by showcasing top class performance and innovation.

LGT Bank Switzerland designated “Best Foreign Bank”

LGT impressed the jury in all six categories that were evaluated: interaction, holistic approach, transparency, costs, risk disclosure and portfolio structure

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.

Wealth and Asset Management