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Wealth and Asset Management

06/26/2026

Crown Dependencies recognised at Citywealth Brand Management Awards

They also recognise the ever-important marketing and press function within financial services and the challenges they face as they switch to ESG stakeholder models.

06/26/2026

Praxis earns hat trick of STEP Private Client Awards nominations

This year’s awards programme attracted a high number of nominations, with 374 submissions from 26 countries.

06/26/2026

Two Investec Bank Channel Islands employees recognised at inaugural Jersey Compliance Awards

“Their success highlights the quality of our people and the importance we place on strong standards, practical judgement, and long-term client relationships.”

06/24/2026

Butterfield works to address debit-card issues after root cause identified

“All credit cards continue to function as normal.

06/24/2026

Fraud warning after scammers impersonate private banking and wealth management firm

The Jersey Financial Services Commission has issued a fraud warning stating that an Islander had been cold-called by scammers.

06/24/2026

Louis Theroux Confirmed as Endnote for Private Wealth Conference 2026

This year, the much-anticipated endnote speaker for the event will be acclaimed documentary-maker Louis Theroux.

06/23/2026

SDH Capital opens Ras Al Khaimah office as part of international expansion strategy

Our role is to spearhead the Group’s international ambitions while building long-term partnerships

06/19/2026

JTC Wins Three Awards at Inaugural Jersey Compliance Awards 2026

This recognition reflects the strength of JTC’s compliance culture and the commitment of its people to maintaining the highest standards in support of clients, colleagues and the wider business.

06/12/2026

Guernsey recognised at Wealth for Good Awards 2026 for leadership in sustainable finance

Entries are assessed through an independent judging process designed to identify meaningful initiatives that use finance as a force for positive environmental and social outcomes.

06/10/2026

Corient Completes Acquisitions of Stonehage Fleming and Stanhope Capital Group

Corient becomes the world’s largest non-bank wealth manager and multi-family office focused on serving ultra-high- and high-net-worth clients.

06/08/2026

‘Malta stregthening its family office proposition around governance and credibility’

Malta has long offered private wealth and fiduciary services, but family offices have only recently become a formal strategic focus when the Malta Financial Services Advisory Council

06/05/2026

Operational efficiency and resilience: balancing scale, complexity, and transformation in wealth management

Wall opened the discussion by situating it within the broader context of transformation across the industry – highlighting “scalability, processes, technology, and infrastructure” as the underlying opportunities that can drive change in

06/05/2026

Fairway Achieves STEP Gold Employer Partner Accreditation

A key contributor to Fairway’s achievement is its Promise Programme, which combines professional and personal development within a performance focused structure.

06/04/2026

Key US Acquisition and New Identity Signal Crestbridge’s Strategic Ambition

The time is now right for us to stand alone, and our partnership with Willow Street has been concluded.

06/03/2026

Guernsey shares its approach to robust company formation and transparency

This includes journalists and non-governmental organisations that have a specific role in fighting financial crime.

06/02/2026

Cayman Islands cross-border wealth hits US$500 billion in 2025

The report found that the world’s top 10 booking centres attracted nearly 90% of new cross-border wealth flows during the year and accounted for more than 80% of existing cross-border assets.

06/01/2026

Coutts Crown Dependencies announces new Client Acquisition Team

She will focus on ensuring that each new relationship is introduced with a clear articulation of the bank’s investment offering and strategic outlook.

05/29/2026

Sally Gunnell to close Mourant Trusts and Private Wealth Forums 2026

Sally is one of Team GB’s most admired sporting figures, and the only woman ever to hold the Olympic, World, European and Commonwealth titles concurrently.

05/29/2026

Peregrine Wealth renew Vive La Vallette sponsorship for a fifth year

La Vallette has been redeveloped with accessibility, durability and sustainability at its core. Facilities now include modern changing rooms, a café, spaces for events and educational activities, and a new outdoor catering area.

05/29/2026

Equiom recognised for estate planning expertise at WealthBriefingAsia Awards 2026

The WealthBriefingAsia Awards celebrate excellence and innovation across the private banking, wealth management and trusted adviser communities in Asia.

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Carey Olsen promotes five lawyers to the partnership

06-23-2026

Jersey’s new corporate administration regime

06-23-2026

Details of Greens ‘super-rich tax’ revealed online ahead of announcement

06-22-2026

Placing a Jersey Company into Administration in Jersey

06-22-2026

Fraud warning after scammers impersonate private banking and wealth management firm

06-24-2026

Crown Dependencies recognised at Citywealth Brand Management Awards

06-26-2026

Sark considers tax cuts for local homes and tighter recovery rules

06-22-2026

Bedell Cristin named Offshore Firm of the Year at the Chambers & Partners High Net Worth awards

06-22-2026

Island Heritage Insurance Company retains A rating from AM Best

06-26-2026

Bermuda boards back AI investment but question leadership readiness, PwC finds

06-26-2026

Helix adopts CyberCube platform to enhance cyber underwriting capabilities

06-26-2026

Crown Dependencies recognised at Citywealth Brand Management Awards

06-26-2026

Praxis earns hat trick of STEP Private Client Awards nominations

06-26-2026

MMA releases 25 percent more dollars to banks to coincide with off-season

06-26-2026

Appeal launched over dismissal of case against bank

06-26-2026

Acting as regulatory counsel to Kraken on BVI VASP registrations

06-26-2026

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