Managers of Wealth Offshore

UBS Celebrates Client Advisor Promotions

We take great pride at UBS in offering career development and rewarding the hard work and dedication that we see from our staff.

Issues to consider on terminating employment

Section 19 of the Act permits either party to terminate without notice during a probation period. Further, it is not necessary to give notice to terminate a fixed-term contract.

Credit Suisse Trust names MD in Guernsey

Credit Suisse’s Trust business in Guernsey is one of two primary trust operations the firm operates globally, and it employs more than 50 people locally.

PraxisIFM has made nine senior promotions and four board appointments across three jurisdictions as the Group continues to invest in its employees’ progress and expertise.

Among those recognised for their ongoing development, there are six individuals promoted to Associate Director level.

KPMG appoints new Directors

Sarah has over 10 years’ experience in the financial services industry, focusing on U.S. federal, state and international tax issues, assisting both insurance and reinsurance, and alternative investment clients.

Ogier partner admitted as Guernsey Advocate

He is also a member of Ogier's multi-disciplinary Private Equity and Sustainable Investing and Impact Funds teams, and sits on Guernsey Finance's Green Strategy committee.

Sanne appoints new Independent Non-Executive Director

Sophie brings significant financial, audit and risk management experience, gained in the financial services sector both in the UK and the USA.

BWCI announces new Insurance Partner

Jonathan’s well-deserved promotion reflects the significant contribution he has already made to the management and development of our insurance business.

Ray Jones Appointed Department Director

Mr. Jones will be responsible for leading the department charged with the awesome responsibility of driving Bermuda’s economic growth and diversification.

Alternatives specialist joins Sanne as Head of Client Operations

He will identify new clients and help to create new, quality service opportunities for existing clients whilst helping to consolidate Sanne’s position as a preferred service provider of choice.

Integritas appoints new Client Relationship Director

She is a dedicated and experienced professional who understands that our clients are the heart of our business.

Ashburton appoints global equities head in Jersey

He has over 15 years' experience in investment management and has been with Ashburton since 2019, when he joined as head of equity research.

TISE announces Robert Trefny as Chair of regulatory arm

Mr Trefny has more than 35 years’ experience as a lawyer and, latterly, as a Capital Markets Partner in the London office of Clifford Chance.

Ogier expands ESG Advisory Service

Ogier Global's ESG & Impact team will work across asset classes with private equity firms, asset managers, institutional investors, family offices, foundations and corporates.

Aztec appoints new Head of Corporate Services in the Netherlands

Aztec Group has continued to build an excellent reputation for leading fund and corporate services across Europe.

Walkers Welcomes Three New Lawyers to London Office

Jennifer Maughan is a dispute resolution specialist who has spent the last decade in Hong Kong advising clients based in China and South East Asia on contentious and non-contentious matters involving Cayman Islands and British Virgin Islands law.

Crestbridge expands its Risk & Compliance team

Jenna brings extensive experience to Crestbridge, having worked in corporate governance, risk and compliance related fields for the past 16 years.

Director promotions at PwC

These recent promotions represent a massive success story for our firm in any year, let alone in 2020, as we continue to invest in the most talented, experienced practitioners across key disciplines to support the increasingly complex needs of our clients

Promotion at Skipton International

His responsibilities include assisting in the preparation of Skipton’s financial reporting and regulatory returns.

Marlon Williams joins Hiscox Re & ILS as senior property underwriter

Daniel Vestergren, chair of international for Hiscox Re & ILS, said: “We are excited to welcome [Williams] to the team."

Executive Moves