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Wealth and Asset Management

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.

05/28/2026

Butterfield Announces Agreement to Acquire Control of CIBC Caribbean in $1.8 Billion Transaction

Transaction unites two premier, full-service banking and wealth management platforms with complementary experience in international financial centers and attractive Caribbean markets to create a $29 billion financial institution

05/28/2026

Cayman to hold US$700 billion of international private wealth by 2030

The report found it reached US$333 trillion in 2025, up from US$301 trillion in 2024.

05/28/2026

Guernsey is “right home” for finance startup

The group is also introducing Barrule Mediation Services Limited

05/22/2026

Fairway Group Enhances Client Onboarding Through Vaiie Strategic Partnership

Vaiie has worked closely with Fairway to implement its purpose-built SaaS onboarding platform across the Group’s Jersey office, with a roadmap for future international rollout.

05/22/2026

Private banks risk missing over USD100 trillion opportunity as women’s wealth soars

This is partly as many are failing to understand some of the gender differences between male and female investors.

05/20/2026

Channel Islands winners revealed at Citywealth Magic Circle Awards 2026

A number of companies based in the Channel Islands were also recognised for their excellence.

05/20/2026

Barrule Partners Group launches fiduciary and advisory business in Guernsey

Group Chief Executive Officer Stuart Platt-Ransom said: “Guernsey remains one of the most respected and stable international finance centres globally. Barrule has consequently been headquartered here."

05/19/2026

UBS Client Account Manager shortlisted in Finance Rising Star Awards

Since joining UBS in 2024 through the firm’s Graduate Talent Program, Tom has established himself as a valued and trusted member of the team.

05/15/2026

BVI private wealth solutions for Latin American high-net-worth families

With more than 400,000 active companies holding US$1.4 trillion in assets, the BVI's credentials as a premier international finance centre are well established.

05/15/2026

Guernsey Funds Forum 2026 focuses on ‘The Next Trillion’ for global private capital

The Forum brought together fund managers, legal advisers, administrators and industry specialists for a programme of keynote speeches, panel discussions and practical seminar sessions examining the future direction of the funds industry and Guernsey&r

05/15/2026

UBS’s Tom Wheeler Shortlisted in Jersey Finance Rising Star Awards

Recognised for his thoughtful approach, professionalism and strong communication skills, Tom has built lasting relationships with both private clients and corporate service providers.

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BMA names Mesheiah Keane COO and Graham Collier as CTO to deliver the next chapter of transformation

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Late filings could cost banks $10m under BMA proposals

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