Managers of Wealth Offshore

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.”

Private wealth around the world – how did we get here?

Times have generally been good in the IFCs – even the financial crash of 2008 had a (relatively) small impact on the global offshore business – but can we always expect this to be the case?

Predicting the unpredictable

Recent surveys suggest economic activity is now back to 80% of pre-COVID levels.

Jersey Trust Manager named Emerging Talent of the Year at International Investment Awards

Much of his role is focussed on developing business opportunities in the Middle East where he has taken time to understand the culture and differing needs of his Middle Eastern clients.

Private wealth and the Isle of Man

The island's population is divided almost equally between those born and raised locally, and those that have relocated there.

Ocorian named Best Fund Administrator (Reporting Services)

The award winners were announced on 08 October 2020 at a virtual awards ceremony hosted by Private Equity Wire.

Wealth and Asset Management