03/16/2023
She is chair of the Jersey Employment Trust and trustee of Acorn Enterprises, a Commissioner of Jersey Appointments Commission and Trustee of Jersey Community Foundation.
03/14/2023
Now in its twelfth year, the prestigious awards program celebrates women who have made significant contributions to their industry while promoting and supporting other women.
03/14/2023
These include private wealth solutions, accounting and financial reporting services, tax compliance, asset protection and estate planning, fintech services as well as advisory services for marine and aviation structures.
03/13/2023
The awards ceremony, which was held on 1st March in London, recognises female professionals in the wealth management industry who have demonstrated outstanding achievements in their field.
03/09/2023
The awards champion women in the wealth management sector globally and the winners were announced at events in London and New York.
03/08/2023
The gold award recognises Rosie's outstanding achievements in her role at Guernsey Finance and her wider influence in the island's financial services sector.
03/08/2023
In addition, JTC was awarded bronze for ‘Best Employer – Career Progression’ in recognition of the firm’s approach to professional development and the career support it offers – backed up by JTC’s shared ownership and i
03/03/2023
Kaiser joins four Swiss banks, UBS, Credit Suisse, Zürcher Kantonalbank and Berner Kantonalbank, that are already CSD members.
03/02/2023
The backbone of Switzerland’s fantastic banking wealth — and its, for some, questionable international reputation — is private banking.
03/01/2023
All finalists are assessed by a panel of expert judges from industry-leading bodies.
02/24/2023
The black-tie gala is one of the highlights of the year for U.S. family office professionals, celebrating experts, products and services for wealth managers and institutions in the industry.
02/20/2023
Malta is the only EU nation left that offers citizenship in exchange for pre-determined investments.
02/20/2023
The masterclass showcased Labuan IBFC’s sectoral offerings and services and served as a platform for an exchange of ideas
02/15/2023
2023 will bring a renewed focus on costs for Family Offices: building experienced teams, implementing the latest technology, and scaling operational infrastructure in-house.
02/15/2023
It is the third time in a row, and the sixth time over the last ten years that Rathbones has won Investment Management Company of the Year at the leading industry awards.
02/14/2023
The four experienced professionals from IQ-EQ who’ve made the list this year
02/14/2023
The bank’s results came out after the close of the New York Stock Exchange.
02/10/2023
Now in its twelfth year, the Citywealth IFC Awards were established to highlight the excellence of private wealth advisers and managers based in major international financial centres.
02/09/2023
Citywealth has published its 2023 Top 20 Trustees ranking, highlighting key figures in the wealth management and private client sectors.
02/08/2023
The SafeGuard CORE ONE Fund seeks to provide investors with a level of predictability in an unpredictable world.