Managers of Wealth Offshore

Stirring The Status Quo In Wealth Management

The idea behind True Beacon is to inspire more accountability in the wealth management space

IQ-EQ’s Jennifer Le Chevalier shortlisted in 2021 Powerwomen Awards

The Powerwomen Awards aim to champion women in the wealth sector and highlight the female leaders of today and tomorrow.

Danielle Le Blancq promoted and nominated for Powerwomen award

Danielle joined Fairway in 2019

Estate planning for celebrities and UHNWIs

It’s not disorganisation or a lack of desire that stops people planning their estate.

How overseas operations can help HNWs mitigate tax liabilities

Investors look to European countries for ‘a superior quality of life and a safe haven for assets’

Mourant Senior Associate wins Gold at Citywealth Magic Circle Awards

Citywealth's flagship Magic Circle Awards, celebrates the world's leading advisors and managers in the wealth industry, acknowledging the achievements of both individuals and companies.

The life cycle of a family office

The concept of a product having a life cycle was theorised in the mid-1960s by Raymond Vernon and has since passed into standard economic theory as one of the bedrocks of modern marketing.

Compliance at home - The new normal

As we enter the latest lockdown, Newgate is working with clients to ensure their policies, procedures and risk assessments have been updated to take into account these significant changes to working practices.

Top 2021 Wealth Management Trends. What's Actually Changing?

While hoping that 2021 will bring us back to normal, it is time to re-examine the trends that are inexorably affecting the core of the industry.

LGT is a "Great Place to Work"

LGT Bank in Liechtenstein and Switzerland were designated a Great Place to Work by the renowned institute of the same name.

Canaccord Genuity lights the path for entrepreneurial women

The Canaccord Genuity Advisory Programme is open to any female entrepreneur who wants to develop the tools to take her business to the next level.

Why Latin American Families Look to the US & Europe for Security and Comfort

Emilio recently spoke at the Uglobal 2020 Wealth, Tax Planning & Immigration Virtual Expo panel, Preparing Ahead: Best strategies for international tax and wealth planning before making a move to a new country.

Carey Olsen advises Sun Venture on Jersey Private Fund facilitating the UK's largest real estate acquisition of 2020

The Carey Olsen corporate team was led by Jersey partner, Chris Griffin, assisted by Singaporean-based senior associate, Susan McKinstray.

Bahamas Institution Nominated For Award

Shortlist and award recipients are selected by a panel of international industry experts.

JTC Private Office Features in the Superyacht Industry Book

The book explains how the industry works and how every relevant profession, from designer to shipyard to broker, relates to one another.

Double industry recognition for Butterfield

The awards are a fantastic reflection of the calibre of our teams across the Group and the professionalism, dedication and resilience they have demonstrated throughout these challenging times.

Butterfield shortlisted for Citywealth and Private Banking Awards

Citywealth has additionally recognised Butterfield for excellence in private banking with a shortlisting for 2021 Private Bank of the Year – Channel Islands & Isle of Man.

Eastern Family Offices Find Hope in Jersey

Jersey is the largest of the Channel Islands, between England and France.

J. Safra Sarasin acquires Private Banking Business of Bank of Montreal in Hong Kong and Singapore

The acquisition is expected to be completed during the course of the first half of 2021

BLI - Banque de Luxembourg Investments and Conventum Asset Management are combining their activities

The teams’ formidable experience will be the foundation for the development of our business in a constantly-evolving market and regulatory environment.

Wealth and Asset Management