Managers of Wealth Offshore

Estera Tier 1 Firm in eprivateclient Top Trust Companies

Estera’s multi-jurisdictional reach allows their client directors to offer solutions which are tailored to the clients’ global needs no matter where they are located.

British buy-out firm Bridgepoint seeking buyer for Estera

Sources said advisers from ING and Deutsche Bank have been appointed to look at 'strategic options' for Estera. One of those 'options' is likely to include a sale.

New Street Management in Top 5 in Global Trust Company Award

The STEP awards are among the most prestigious and well thought of in the industry; they are global and this year 314 entries were submitted for consideration

ZEDRA qualify to become a member of the eco active business network in Jersey

Given that every business is different, there are no fixed rules that companies have to follow in order to become members of the scheme.

Tracking International Business Trips to Protect Your Organisation

The size of your business doesn’t matter: to minimize risk, you need to understand and record where your employees are travelling and for how long.

SMP Group secures major Jersey acquisition

David Hudson, Group CEO of SMP Group, added: ‘When we announced our management buyout, we spoke of quickly building momentum in the growth of the group. This deal represents the first step in delivering on that promise.

Guernsey welcomes launch of London Green Finance Strategy

Dr Andy Sloan, Deputy Chief Executive, Strategy, at Guernsey Finance and Chair of Guernsey Green Finance, attended the event at London’s Guildhall, which coincides with London Climate Action Week.

SANNE secure new bookkeeping licence in China

The news also comes as SANNE has continued to see strong demand for its outsourced alternative asset, corporate and fiduciary administration and reporting services across its global network of offices.

Apex Group Announces the Close of Link Asset Services' CPCS Business Throgmorton Acquisitions

Over the past eighteen months, Apex has continued to expand its capabilities to meet client demand successfully

Estera Wins Two Awards

These awards recognise Lisa and the BD and marketing team’s outstanding achievements

Labuan IBFC targets China outreach via Tricor Group partnership

We are excited to further our cooperation with Tricor to expand Labuan IBFC’s value proposition to the Greater China region

$10bn broker-dealer launches Miami offshore business, hires Citi vet

The Fort Lauderdale-based firm has been offering its broker-dealer and back-office advisory services to US onshore advisors since it was formed in 1997.

ZEDRA take home silver

The awards represent the best brands in the industry in several categories, and ZEDRA was shortlisted for the Digital Brand of the Year award, which recognises creative and effective use of digital media over the last year.

Former Julius Baer banker opens Monaco wealth management firm for billionaires

He will be supported by Karim Lari and Ben Leung at the new firm.

Global Wealth 2019: Reigniting Radical Growth

This year’s report also draws on data from more than 150 wealth managers, whose input yielded insights about the performance pressures that many firms are facing and about strategic areas for improvement.

HSBC Private Bank to Slash 32 Jobs in Lux

Trade unions and staff delegations have negotiated a social plan including measures to support employees with a view to professional reclassification, and financial compensation.

Intertrust acquires technology firm

Viteos is a tech-enabled alternative funds industry leader providing end-to-end middle and back office administration for top tier hedge funds, private equity, real estate, private debt and other alternative asset managers.

Opportunities for Private Clients in the British Virgin Islands

This can be a complex and time-consuming process, typically involving a substantial degree of correspondence between those involved, as well as potential translations of key documents, together with accompanying affidavits and an affidavit of foreign law.

Kleinwort Hambros Wins ‘Outstanding Private Bank – UK Crown Dependencies’ PBI Award

Winners are chosen by a rigorous selection process before being appointed by an independent judging panel.

ZEDRA Shortlisted for Digital Brand of the Year – Citywealth Brand Management & Reputation Awards 2019

Citywealth’s Brand Management & Reputations Awards recognise the branding and public relations efforts of some of the premier companies in the financial services industry over the last 12 months.

Wealth and Asset Management