10/23/2024
The bank said net income was up in the third quarter versus the prior quarter primarily due to higher net interest income and lower non-interest expense, as well as a modest increase in non-interest income.
10/23/2024
Within each category, firms are then further divided into three tiers to reflect each organisation’s size, quality of service, any recent M&A activity and overall performance.
10/22/2024
This period of uncertainty has understandably led many clients to adopt a “wait and see” approach as they await the outcome of the upcoming Budget.
10/22/2024
The private client firm – which has offices in the Cayman Islands, Guernsey, Switzerland and Dubai – was recognised for several factors, including its reputation, client service excellent and global offering,
10/21/2024
The rankings are calculated based on a number of criteria including size, reputation, quality and range of service, and performance over the past 12 months.
10/18/2024
Guest introductory speaker Edwin Smith, Editor in Chief of Spear’s Magazine, then unpacked the most important forces shaping the world of wealth
10/18/2024
Launched in 2004, it has made over 350 donations to 200 charities - based in Guernsey, Jersey and the Isle of Man - amounting to more than £462,000.
10/17/2024
The newly secured Family Office Licence allows deVere to cater to the most complex financial needs of ultra-high-net-worth individuals (UHNWIs) and families, setting it apart from competitors.
10/16/2024
The strategic initiative is driven by the original founders and shareholders.
10/15/2024
Multinational and behemoth private banks increasingly view Latin America as a cornerstone of their growth strategy.
10/10/2024
Predicting and preparing for the future is one of the most challenging aspects of being a trustee.
10/10/2024
A recent Harvard business review article described creators as ‘change agents’, and estimated the creator economy capable of affecting $130billion of purchasing decisions annually.
10/08/2024
For family offices that manage long-term, multi-generational wealth, dismissing digital assets as a passing trend is no longer an option.
10/07/2024
The strong focus on modern, continuously updated financial services legislation provides family offices with flexible structuring options such as trusts or foundation companies.
10/04/2024
Amongst the Channel Islands based companies and those with branches on the Islands
10/01/2024
The award celebrates visionary female founders, co-founders, and C-level executives who are shaping the future of technology and redefining leadership in innovation.
10/01/2024
There are two main types of family office: single-family offices or multi-family offices which serve one or multiple families respectively.
09/30/2024
The inclusion of Joanna and Suzanne reflects not only their individual achievements but also Altum Group’s commitment to nurturing top talent and delivering world-class service.
09/26/2024
The Baby Boomers – who are today reaching retirement age – have amassed a collective fortune unlike any generation before them.
09/26/2024
This was the message from speakers at this year’s Jersey Finance Private Wealth Conference.