Managers of Wealth Offshore

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

IQ-EQ crowned in prestigious 2020 STEP Private Client Awards

This year’s awards attracted a record number of entries worldwide – 319 submissions received from 27 countries – and was judged by a practitioner-led panel of industry experts.

These are the Golden Visas HNWs are hoping to secure for Christmas

International real estate experts on residency and citizenship through investment, Astons, reveal which residency and citizenships are top of the Christmas list for global high net worth investors looking to obtain a new passport for Christmas.

JTC acquires RBC employee benefits platform

Around 180 CEES employees, including the senior management team, will join JTC at completion, becoming part of the company’s Institutional Client Services (ICS) Division.

Landmark Third STEP Private Client Award For Accuro

The STEP awards have been compared to the ‘Oscars’ of the private client industry by insiders.

Private funds shaping the future of the planet

Clients are taking the view that investing can provide another way to bring about broader, positive change in line with their values and hopes for the future.

DMS Group Acquires Luxembourg Structured Finance Firm

The acquisition also serves to complement the Group’s recent agreement to come together with Luxembourg-based MDO, demonstrating its commitment to the region.

Sanne acquires leading Scandinavian private equity fund administrator

The acquisition will also provide an opportunity to significantly increase the scale of the Group’s Guernsey operations with the potential to drive cost synergies going forward.

Jersey announces establishment of 400th foundation

Since their introduction on the statute in 2009, foundations have been a valuable addition to the range of structures available to ultra-high net worth individuals and family offices.

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.

Wealth and Asset Management