Managers of Wealth Offshore

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

Pivot to Green – the next step for Private Capital

Trusts and foundations are particularly appropriate because they can implement clear guidance from the original wealth-holders about how they want their capital invested through defined purposes or objects.

Walkers Offshore Fund Finance Update – Asia, Europe & US Markets

On the lending side, borrower relationships are key with new names entering the creditor space, alongside an increase in alternative lender activity.

Invicta Wealth Solutions poised for growth

Based in Guernsey, Invicta specialises in implementing and maintaining bespoke wealth planning for high net worth and ultra-high net worth clients worldwide.

Why are wealth managers looking to the Channel Islands in these tumultuous times?

The country has established a reputation as a leading investment and wealth management hub, backed by a transparent judicial system and stable political system.

ESG has reached a crucial tipping point

ESG has become a top priority for investors, corporates and alternative asset fund managers globally.

Is your fund administration on the right side of the digital divide?

This is leading to a widening gap between the digital ‘haves’ and ‘have nots’ – a gap that has been exposed by the pressures of Covid-19.

Luxembourg chiefs post gloomy outlooks for year-end

Over half, or 55%, were confident about revenue growth for 2021, although this may be due to likely cuts in operating budgets.

Allegro becomes Ocorian Fund Management

We offer end-to-end service solutions for fund groups so they can maximise the benefit of centralising their administration and create economies of scale.

Standard Bank IOM Team Celebrates Excellence in International Arena

The Isle of Man was also awarded International Finance Centre of the Year for the third time in four years.

Questions to Ask When Choosing an Offshore Jurisdiction

In this exercise, the questions are as important as the answers.

LGT receives accolades for alternative investments and sustainable investing

It also received a “highly commended” rating in the Impact and Sustainable Investing category.

Citywealth unveils Future Leaders list

The list, decided by a panel of senior industry figures, provides a directory of the leading advisers and managers under the age of 40 working in the wealth management and private client sectors.

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.

Wealth and Asset Management