Managers of Wealth Offshore

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.

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.

Wealth and Asset Management