Managers of Wealth Offshore

CREALOGIX Insights January 2021 edition: Digital Banking & Wealth

We want to understand how you and your organisation are thinking about these topics

Top Five Yachting Destinations for Winter Sun

After a year to forget, many of us will be dreaming of a mind-blowing holiday to kick off 2021.

IQ-EQ grabs gold at the Citywealth Magic Circle Awards 2020

The Magic Circle Awards aim to celebrate the best of the best within the global private wealth industry.

Brooks adds £900m as it completes Lloyds offshore buy

Brooks Macdonalds has completed its acquisition of Lloyds’ Jersey-based offshore business, adding around £900m,

From The Bahamas to St Kitts, 7 Places to Go in December

If you decide to go, make sure you do so while being conscious of everyone around you — most importantly, the people of the communities you’re visiting.

Pictet Asset Management launches Pictet Human, new thematic fund

Pictet has launched the Pictet-Human fund, part of its active management range of global thematics, in which manages $53 billion in twelve other strategies.

Why is value-add so important in the future of fund administration

Outsourcing fund administration has never been more popular, and with the funds landscape becoming more complex, that’s generally for good reason.

Financial Planning Firm Acquired

Neil Padget, chief executive of Alexander Grace, added: "I am thrilled to welcome Bishop Armstrong to Alexander Grace and IWP.

Guernsey corporate team wins award

"The excellent standard of service reflects their strength as a team, and everyone at Alter Domus is incredibly proud of this achievement," he added.

Team success for Crestbridge Family Office Services

Winners of the Awards were selected through an online voting process and by an independent panel of professionals in the private wealth management sector.

ZEDRA rebrands London acquisition, unveils new global expansion service

The Office for Investment is designed to provide a ‘single front door’ to overseas investors and ensure the UK is the most attractive destination in the world to invest.

Bermuda and Italy Selected to host First SailGP Events of Scond Season

Just over 1,000 km/640 miles off the East Coast of the U.S., Bermuda is not only the ultimate island destination, but has been largely shielded from the pandemic.

Maitland navigates private wealth in a new world in the Isle of Man roadshow

The island has many young families with children, and an excellent education system and other amenities.

Boston Multi Family Office completes acquisition of IQE

Due to the coronavirus pandemic, this acquisition was, by necessity, managed entirely remotely so it is very pleasing that we can now work together as one team.

Wealth management association established

Firms holding Jersey regulated Investment Business (A, B, C) licences and Guernsey regulated (Protection of Investors) Investment Licensees are being invited to be members.

JTC Commended at Funds Europe Awards 2020

This award recognises personal and company achievements together with contributions within the European funds community.

Scotia Wealth Management tapped as ‘Best Private Bank in the Bahamas’

“We are proud that our team in The Bahamas has been recognized for their deep commitment and tireless dedication to our clients.”

Gold Award for Director of Alex Picot Trust

The Citywealth Future Leaders Awards champion young professionals in the UK wealth sector and highlight the leaders under forty of today and tomorrow.

Who’s Who Legal Recognizes Global Thought Leaders

In the area of Asset Recovery, Tara Archer-Glasgow is recognized amongst the foremost asset recovery lawyers and is ranked highly thanks to her market-leading expertise in the tracing and recovering of lost, misappropriated or stolen assets.

Bank launches kindness campaign

The Caribbean Acts of Kindness campaign, which runs until 13 Dec., will highlight the random acts of kindness performed by members of the public and RBC employees who have helped individuals and communities over the past eight months

Wealth and Asset Management