12/12/2024
Further recognition for Crestbridge Family Office Services with Wealthbriefing CI accolade
The win follows on from Crestbridge FOS being successful in the same category at Wealthbriefing’s MENA Awards in Dubai last month
Wealth and Asset Management
12/11/2024
Citywealth Magic Circle Awards 2025 shortlist announced
Winners will be announced at a gala dinner on 14th May 2025 in London.
12/11/2024
Fort named Independent Trust Company of the Year at WealthBriefing Awards
This recognition comes after a hugely successful year for Fort as we celebrated our 50th anniversary.
12/10/2024
Oakglen Wealth CIO Unveils Insights on 2025 Investment Landscape at Jersey Seminar
The seminar also included performance reviews of Oakglen Wealth’s diversified investment strategies.
12/10/2024
SG Kleinwort Hambros Announces Win at The Third Annual WealthBriefing Channel Islands Awards
Congratulations and thank you to our outstanding teams in the Channel Islands, whose constant effort to provide excellent client service has been recognised once again.
12/09/2024
Praxis’ Lucy Kirby Wins Digital Leader of the Year at the 2024 Véyaon Awards
Sponsored by Sure Business, the award recognises Lucy’s “exceptional leadership, innovative approach, and her substantial impact on colleagues and the wider business community”.
12/09/2024
Shaping the future: 2024 trust law developments across Ogier's offshore jurisdictions
In Guernsey, significant strides have been made through regulatory changes
12/09/2024
Billionaire wealth grows despite regional and sectoral shifts
The number of billionaires globally increased from 1,757 to 2,682, with a peak of 2,686 in 2021.
12/06/2024
Concentric awarded Chartered Firm status and expands to Guernsey
Attaining the CISI Chartered Firm status in Jersey and obtaining our operating license in Guernsey is a testament to our team's dedication to upholding the highest professional standards.
12/03/2024
Why Wendy Warren is one of the Bahamas’ leaders in wealth management
As the founder and managing director of Caystone Solutions, Wendy oversees a dedicated team that supports family offices, asset managers, and private clients in preserving and growing their wealth.
12/02/2024
The Greening Jersey Trust
The Trust is working alongside expert charities to ensure that the sites and projects selected are those that will benefit most from the scheme.
11/29/2024
Family offices are boosting philanthropy but want to see a return
But all questioned say their family offices expect to see some form of investment return on what they give
11/29/2024
Safe Harbour - Supporting Families and High-Net-Worth Individuals With Their Investment Strategies During Tumultuous Times
Over the past four decades there have been a series of enhancements to ensure the law remains fit for purpose and meets the needs of a dynamic world of wealth creation and asset protection.
11/27/2024
A bespoke approach to risk: Captive insurance for family offices
By utilising the captive, the family office can reduce premiums paid to third parties.
11/25/2024
London forum promotes island as leader in wealth management
The Bermuda Business Development Agency facilitated the two-day Bermuda Wealth Forum, held at the JW Marriott Grosvenor House, in London, earlier this week.
11/25/2024
Four shortlisted for Citywealth Powerwomen Awards USA 2025
The awards highlight individuals and companies that promote female leadership and support career progression of women within the wealth management sector.
11/25/2024
Boston Multi Family Office to acquire Aqua Group
Leading family office business based in Jersey, Malta and the UK
11/21/2024
RBC named best private bank in Trinidad and Tobago
RBC made the announcement in a press release on November 19.
11/21/2024
Nature financing dominates discussions at Guernsey Sustainable Finance Seminar
In September, the SMI launched a nature risk tool drawing on the data from the taskforce for nature related financial disclosures.
11/21/2024
JTC Recognised Again at Wealthbriefing Channel Islands Awards
Recognition at the Wealthbriefing Channel Islands Awards concludes another highly successful year for JTC’s PCS team