Managers of Wealth Offshore

BNS sells another Caribbean bank

The Central Bank of Belize will now review the new offer.

Deltec Bank & Trust Named Best Private Bank Caribbean 2020 by Global Banking & Finance Review

This approach has already garnered international attention as the bank continues to modernize and to enhance the overall experience for its clients.

Leading out of lockdown: Five key priorities for post-crisis asset and wealth management

The immediate challenge will be in meeting heightened client-service, regulatory and reporting demands, especially if social distancing and limits to face-to-face interaction persist well into next year.

Private Client Services in the Cayman Islands - Q&A with Michael Halsey

Clients are certainly getting more sophisticated and a lot more of them are coming to us well informed about the type and use of structures.

Brooks Macdonald acquires Channel Islands wealth management business

Completion is expected to take place in the fourth quarter of 2020 subject to regulatory approval.

Private wealth service provider sets up UK estate planning unit

The new service has been set up by ZEDRA who specialise in helping people to plan for the future.

Global Wealth 2020: The Future of Wealth Management—A CEO Agenda

20th Edition

Guernsey Bid Mars Banque Eric Sturdza's Profits

Banque Eric Sturdza is a case in point

Transferring wealth: Establishing trusts for multigenerational succession planning

Due to the excellent and professional experience the client had with Vistra, the Settlor of the Trust decided to contribute additional trust funds to the structure.

Ogier advises on sale of independent trust company

Group partner Matthew Shaxson lead the Jersey-based Ogier team, which included senior associate Kevin Grové and associate Michael Anderson.

Butterfield Rebrands Singapore Business

Singapore has a strong reputation as a well-established and diversified international finance centre, however we provide services throughout Asia and our new name reflects that.

Switzerland as a hub for trading companies

Switzerland presents some compelling advantages for trading companies with UBO’s from the CIS region, principally Russia and Ukraine.

Scotiabank Dominican Republic completed integration with Banco Dominicano del Progreso

It has more than 70 branches with extended hours, an expanded team to customize the service, automated shift system, Wi-Fi, and availability of branches for people with special abilities.

The rise of Mauritius as a family office destination

The innovative private wealth offerings of the MIFC through a combination of legislative flexibility and fiscal incentives have allowed a successful integration of the HNW / UHNW community into the economy

We are family and the vital role of the Family Office

Despite family offices not being directly regulated in either Jersey or Guernsey, regulation is a factor for families to consider.

Zedra Fund Services report little fallout from Covid-19

ZEDRA Fund Services is optimistic about the broader range of new business opportunities that could arise, in particular seeing private funds as a significant growth area

Returning to the workplace: plan for success

Be sure you carefully understand your local government and health department’s directives and guidelines as you adjust your workplace in this environment .

IQ-EQ Family Office Services for UHNW clients

The launch comes as the family office space expands, evolves and diversifies, with globally minded UHNW families

Scotiabank completes sale of British Virgin Islands operations

Scotiabank completes sale of its operations in the British Virgin Islands to Republic Financial Holdings Limited May 30, 2020

Jersey wealth manager buys trust company

In a bid to ‘increase market share’ and ‘diversify’ its geographical reach

Wealth and Asset Management