Managers of Wealth Offshore

Six shortlists for ICSA Jersey Awards

Oak Group in Jersey has been shortlisted in six categories for the 2019 ICSA Jersey Awards taking place on Friday 13 September at the Royal Jersey Showground.

Oak recognised in top trust company ranking by eprivateclient

Oak Group has been named in eprivateclient’s Top 25 trust companies list 2019.

KBI Global Investors' focus on Transparency is recognised at the TAAM Awards

Dublin-based KBIGI is one of just 15 managers in the world to make the final shortlist and one of just seven firms to be granted ‘Commended’ status.

Ogier backs Kiwanis Key Leaders programme for the fourth year

It’s so encouraging to see a firm like Ogier give so much back to Caymans community and care about the future leaders of our country! "

Saffery Champness senior trust manager listed in Top 35 Under 35

She is also on the Citywealth Leaders List and features on the epc Top 35 Under 35 Channel Islands listing.

Butterfield axes jobs in Bermuda and Cayman Islands

Affected employees were told of the redundancies last Thursday.

Ultra-high-net worths – how a changing market spurs advisers to adapt

The wealthy of these nations were traditionally humble people who wanted the best for their offspring, with many sending their children to be educated in the UK and US where they often settled.

Jersey’s women feature strongly in awards final

The awards recognise those in the wealth sector, highlighting the female leaders of today and tomorrow.

TMF Group expands fund services through Channel Islands acquisition

Mark Weil, CEO of TMF Group, said: “We are excited to be growing our fund administration business

SMP Group completes acquisition

The deal has been undertaken with the support of Palat.ine Private Equity LLP

Liechtenstein private bank boosts advisory services

According to the institution’s half-year results, the firm has also invested in digitalisation, which resulted in a 6.5% increase in operating expenses, compared with the previous year.

Vistra shortlisted in Global Custodian Industry Leaders Awards 2019

Vistra ensures the smooth set-up and operation of alternative investment funds, providing support throughout the fund’s lifecycle.

Clarien Bank Donates $10,000 To OutBermuda

OUTBermuda, which officially became a registered charity in May 2016, seeks to raise awareness about issues in the LGBTQ community on the Island – such as workplace inclusiveness, bullying in schools and unequal treatment under the law.

Hatstone’s Sanmari Crous qualifies as a Certified Financial Planner Professional

This achievement comes after successfully completing a post-graduate diploma in Financial Planning at the University of Free State in 2018

LLB on Pace to Hit Record

LLB also posted an increased in net income, which rose to 61.1 million franc in the first six months from 45.8 million in the same period a year ago.

Mauritius Commercial Bank opens an office in Dubai

In his new capacity, Graewert will be working closely with MCB’s senior management team and strategic business units based in Port Louis, Mauritius.

Lombard Bank Malta plc half-yearly results for 2019

Customer deposits increased by 2% while the resultant Group Net Interest Income for H1 2019 was up by 14% from €9.0m to €10.2m.

Liechtenstein private bank posts income increase

We closed the first half of 2019 with good results despite volatile market conditions.

Gibraltar-based firm eyes expansion after WM acquisition

It is ‘looking at obtaining licences’ to bolster its operations

Fairway Group leads the way for Jersey with four International Investment award nominations

Jersey is blessed to have such a high concentration of highly qualified experts in this area of finance with a proven track record of advising on, delivering and servicing international clients.

Wealth and Asset Management