10/24/2016
Immigration vote ‘threatens Swiss private banks’
With less than four months to go, no satisfactory solution has been found.
Wealth and Asset Management
10/24/2016
Sterling Global Financial Renames Award-winning Real Estate Mortgage Fund
The Fund has also consistently earned the Sharpe Index top award.
10/21/2016
Management buyout announced at Coutts & Co Trustees (Jersey)
The current senior management team of Coutts & Co Trustees has entered into a binding sale and purchase agreement to complete a management buyout of the company
10/20/2016
Jersey Supports 250,000 Jobs Across the UK
The report’s findings also confirm what we have been saying for many years: that Jersey is not a tax haven.
10/19/2016
HSBC PB signs client referral deal with Indosuez WM
The referral process will begin immediately.
10/18/2016
Wealth drain
Tax haven investments should be subject to close monitoring
10/18/2016
Becoming a Yoda of wealth requires a deeper voyage into the galaxy of customer insight
Imagine if wealth managers could also master the techniques employed by companies like Netflix; leveraging detailed, real time client insight to anticipate their future product or service requirements.
10/18/2016
Stenham and Credit Suisse form CI wealth management arm
Stenham WM will also offer global custody and transaction services as part of a multi-asset class approach to private client investment management.
10/14/2016
Hawksford Nominated in Prestigious GCC Awards 2016
The awards showcase ‘best of breed’ providers in the global private banking, wealth management and trusted advisor communities.
10/14/2016
Chinese Family Office Learns From Guernsey
Griffin Plutus Family Office and understand the regulations and structures that exist on the island.
10/12/2016
Cayman Enterprise City and Strategic Wealth Preservation Announce Partnership
The strategic partnership is being developed with a focus on CEC’s Cayman Commodities and Derivatives Park.
10/12/2016
Axa Wealth Int’l on acquisition trail as rebrand beckons
Axa’s Isle of Man-based offshore investments business was acquired by Life Company Consolidation Group in April.
10/12/2016
New International Multi Family Private Office launched
From its offices in Dublin, London and Geneva the new Group offers a wide range of family office services designed for its wealthy families.
10/12/2016
Leading trust and corporate services provider expands in Asia
Established in 2002 and led by Chief Executive Officer Angelo Venardos, Heritage Trust Group provides trust, foundation, fiduciary, corporate and accounting services.
10/11/2016
Butterfield gains 0.6%
The BSX Insurance Index closed up 7.74 points, or 0.46 per cent, at 1,689.46.
10/11/2016
Stealth wealth: inside the secretive world of wealth management
Capital Without Borders by Brooke Harrington reveals a new, hidden focus for financial services: keeping family assets secure.
10/10/2016
Opinion: STEP unprepared for existential crisis
There are two problems with this approach. Firstly, as Jersey Finance found, unless you deal with them, these attacks don’t go away, they intensify.
10/09/2016
M&G looks to Luxembourg after Brexit vote
Asset manager plans to build a new investment division to hold on to its mainland European investors
10/07/2016
Bermuda Asset Management Event In New York
Our market’s experts were very well represented, and the recent jurisdictional updates made for a very compelling message.
10/07/2016
Investors face losing life savings in closure
Investors have been urged to contact the Channel Islands Financial Ombudsman without delay