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.
Wealth and Asset Management
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
11/20/2024
Labuan IBFC wins Leading International Financial Centre (Asia Pacific) 2024 award
Labuan IBFC also made significant strides in expanding its international presence and facilitating greater collaboration across key markets.
11/19/2024
Sustained success for Collas Crill's private client team
The restructure has reaped benefits, not only in terms of providing clients with the best possible team for each matter but also partner-led and seamless support across time zones.
11/15/2024
Highvern Senior Trust Manager awarded ‘Future Leader’ recognition
The awards ceremony, held in London, celebrates emerging leaders in the wealth management and fiduciary sectors.
11/15/2024
Canaccord Wealth opens new office in Guernsey
Canaccord Wealth have been part of Guernsey life for nearly 30 years and employ around 130 people on the Island.
11/14/2024
Winners from Crown Dependencies announced for Citywealth Future Leaders Awards 2024
They recognise the excellence of young professionals in furthering their career through their ambition, leadership qualities and communication skills.
11/14/2024
Double award win at Citywealth Future Leaders Awards 2024: two of Ogier's Private Wealth rising stars recognised among industry leaders
Gregory won the bronze award for the Lawyer of the Year IFC – Associate category.
11/13/2024
Bank of Valletta P.L.C. Selects Profile Software’s Investment Management Platform
This strategic investment aims to enhance BOV’s operational efficiency across multiple divisions, including Asset Management, Private Banking, and Prestige Client Networks.
11/13/2024
Spear’s Awards 2024 finalists: HNW Wealth Manager of the Year in association with Locate Isle of Man
This year's finalists for the HNW Wealth Manager of the Year in association with Locate Isle of Man at the Spear's Awards 2024
11/11/2024
Spear’s Awards 2024 finalists: UHNW Wealth Manager of the Year in Association with Guernsey Finance
This year's Spear's Awards 2024 UHNW Wealth Manager of the Year in Association with Guernsey Finance finalists
11/11/2024
Canaccord Wealth publishes latest performance results
As at 30th September 2024, Canaccord had client assets of £34.8 billion and $63.0 billion converted to CAD, year-over-year increases of 9.7% and 19.8% respectively.
11/11/2024
UBS Bahamas to close wealth management office
A communications contact from UBS also told Guardian Business that “jobs will not be affected with the transfer of operations.
11/08/2024
Canaccord announces new charity partner in Jersey
These donations have come from staff contributions and odd lot shares donated by clients.
11/08/2024
Guernsey Finance Chief Executive receives Freedom of the City of London
The nomination was made by Lord Mayor Professor Michael Mainelli himself, who is the 695th Lord Mayor of the City of London.
11/08/2024
The impact of Cayman’s revised beneficial ownership regime on trusts and private wealth structures
Private wealth structures, many of which previously relied on an exemption, will be impacted.