09/09/2015
Trust company launches Jersey-based wealth management service
The service will be managed out of the Jersey office.
Wealth and Asset Management
09/09/2015
The attractions of Guernsey for South Africa - Dixcart
Guernsey is one of the leading tax-free jurisdictions for the administration of international private wealth.
09/08/2015
What Guernsey Can Offer Chinese HNWIs'
What the survey highlights in greater detail is how real estate continues to be a big driver of wealth in China
09/07/2015
Wealth Planning Goes Back to the Future by David Dorgan
Article first published in CONNECT, Issue 41, September 2015
09/07/2015
Bedell Trust acquires a majority stake in well-established fiduciary and corporate services business in Singapore
He has led Bedell Trust's expansion in Asia over the past five years and expects to devote a significant amount of his time to the development of the business of STC.
09/07/2015
Cim Global Business sponsors South-East Asian Private Equity Conference
SEAPEC provides valuable opportunities to exchange ideas, discuss current practical challenges and to share best practices.
09/05/2015
Back to school: An education for parents too by Penny Lovell
The extra pressure involved with children going back to school isn’t purely linked to extra “school admin” – preparing sports kits, sewing labels, school runs, paperwork – it is financial too.
09/05/2015
The Sixth Rule of Investing: Understanding & Visibility by Justin Urquhart Stewart
We may teach schoolchildren economics, but rarely do we teach them finance.
09/04/2015
Vontobel acquires Zurich private bank
To drive forward the expansion of the business with Italian private clients
09/04/2015
Shortlist for PBI global banking awards announced
In total, 30 award titles across four award categories were drawn up by the PBI judging panel.
09/03/2015
Elian agrees terms to buy SFM Europe
Announcing the deal today, Elian’s CEO, Paul Willing, said SFM Europe was an outstanding strategic fit for Elian.
09/03/2015
Swiss Authorities Freeze Millions of Dollars Linked to Malaysian Fund 1MDB
Move comes after the Swiss Attorney General opened criminal proceedings against executives at the fund
09/02/2015
The Cayman Islands: Tourism Paradise or Economic Hell
Cameron Lee | 3 minute read
09/02/2015
St. James's Place Market Bulletin
After the shock of ‘Black Monday’, the sea of red across dealing screens had largely turned blue as calmer conditions returned to global markets at the end of a dramatic week of wild swings for equity and commodity prices.
08/31/2015
Sadly the financial services industry is littered with examples of heinous behaviour from the misleading to the criminal.
Over the years I have found that some of the most pernicious examples seem to relate to the costs and charges that are levied on private investors.
08/31/2015
Royal Bank of Canada (Suisse) SA becomes Banque SYZ Suisse SA
The acquisition was entirely financed by internal resources, demonstrating the SYZ Group's sound financial position.
08/30/2015
Private banks finally embrace mobile apps
And the market is vast. Scorpio Partnership estimates the global private banking at approximately $20.6tn, with potential advisable assets — those that could be banked, but are currently not — at $37.6tn.
08/28/2015
Keeping calm when the alarm bells are ringing by Penny Lovell
The investment world is defined by the interaction of two basic elements: sales and investment, or show and analysis. At Close Brothers we pride ourselves at being cool-headed investors with a mind for security selection and long-term investing.
08/28/2015
Video: On the Road in...Jersey
Jersey’s status as an international jurisdiction is attractive to clients and wealth managers alike.
08/26/2015
Bahamas Financial Services Industry Continues to Target Asia’s Wealth Economy
The upcoming promotion includes a schedule of four events in four cities, starting with a Bahamas Landfall event in Beijing on October 29