Managers of Wealth Offshore

Swiss Private Banks Cope With New Shelf Life

The deal marks a new wave in the prevailing merger and acquisition trend in the lucrative business.

Swiss private banks with an expiration date

A clear trend emerges from the various transactions over the past 18 months

Covid-19 Philanthropy: Spotlight on Major Giving in 2020

The report also discusses why major giving is different from other forms of funding and considers the many benefits it brings to the organizations that harness its potential.

New technologies will significantly enhance front, middle and back office functions but the ‘human touch’ remains key, finds new report from Avaloq

Based on a series of interviews with financial institutions as well as research among investors and end-clients

Alternative Managers Put Faith in Jersey to Support Post-Brexit Fund Distribution

With the end of the transition phase looming, new figures continue to point towards Jersey playing an increasing role in enabling alternative fund managers to access EU investor capital post-Brexit.

The unspoken requirements of Swiss banks for operational bank accounts

Banks supporting corporate clients have different specialisations, quality of service and approaches to client servicing.

Family Office Feature: In Conversation With Matthew Braithwaite

In conversation with Matthew Braithwaite, Co-Chair of STEP’s Business Families Special Interest Group and Partner at Wedlake Bell, our UK Director, Robert Moore, discovers more about family offices and their ESG investment strategies.

LGT acquires wealth management business of UBS Europe SE in Austria

The client relationships of UBS Europe SE in Austria, which consist of mainly high-net-worth and ultra-high-net-worth individuals residing in the country, will be assumed by LGT as part of the asset deal.

Going Global – Initial Considerations

Our teams have supported hundreds of companies with their global mobility requirements.

Ganita Group launches hub for fund manager start ups in Cyprus

Ganita Asset Management will serve as a one stop shop for portfolio managers who wish to focus on their day to day investment management activities, without needing to worry about time consuming operational and distribution tasks.

Navigating 2021: 21 Charts for the Year Ahead

The convenience—and for some, the opportunity—of the distributed economy is extraordinary. But so too are the consequences.

Asset and wealth management revolution: The power to shape the future

With control of more than US$110 tn, the asset and wealth management (AWM) industry has the unparalleled influence to shape a better future for investors, shareholders, the economy and wider society.

Sanne named ‘One to watch’ in fund administration

Sanne was named the ‘One to Watch’ in the Fund Administration category in the Global Custodian Industry Leaders Awards 2020.

Labuan IBFC: Home to 3 Digital Banks, 2 Digital Securities Exchanges and 19 Crypto Trading Platforms with 46 Digital Players Approved Since 2017

Growth in Digital Family, testament to the jurisdiction’s progressive approach in embracing the digital revolution

Wealth and Asset Management