09/27/2022
Royal Bank of Canada completes acquisition of Brewin Dolphin
Deal creates premier wealth manager in the UK, Channel Islands and Ireland
Wealth and Asset Management
09/23/2022
Solid performance for Brooks Macdonald International in annual results
The results also reflect the full year impact of the Lloyds Channel Islands business, which was acquired in late 2020.
09/23/2022
British astronaut tops the bill for Guernsey Private Wealth Forum
The theme of this year’s Private Wealth Forum is ‘Families Investing in the Future’, and will explore the importance of the next generation, succession planning and incorporating new and innovative technologies.
09/22/2022
Credit Suisse finances debt conversion for marine conservation in Barbados
Barbados will direct the fiscal savings from the debt conversion, realized through lower debt service payments, to the Barbados Environmental Sustainability Fund (BESF) via a Conservation Funding Agreement.
09/21/2022
Further Recognition for Daniel Cavey in ePrivateClient Listing
The ePrivateClient Top 35 Under 35 list was published on 5th September and lists the top 70 future industry leaders
09/21/2022
James Angus named in eprivateclient Top 35 under 35
The Top 35 Under 35 is designed to identify, recognise, introduce and promote the rising stars of the private wealth advisory sector.
09/19/2022
Three benefits of outsourcing your family office services
By contrast, those who take advantage of family office service providers can avoid several pitfalls, including time-constraints, a significant money drain and inflexibility.
09/08/2022
Ellen Hibbs Named as Top 35 Under 35
The prestigious list highlights those young private client practitioners achieving great things
09/08/2022
Apex Group expands North America presence with Prometa acquisition
Apex Group’s services are provided through a single relationship, offering efficient, scalable solutions and enabling clients to grow and expand into new jurisdictions.
09/07/2022
JTC Private Office Shortlisted in the 2022 Spear's Awards
The winners will be announced at an award ceremony on 2 November 2022 at the JW Marriott Grosvenor House, London.
09/07/2022
Inveniam partners with Apex Group to power improved valuations, increased liquidity for Private Assets
Through the partnership, Inveniam and Apex Group will use Inveniam’s patented blockchain technology
09/07/2022
Carey Olsen's Dean Robson named as a leading young adviser
Having earlier in the year featured as part of the Channel Islands Top 35 Under 35, Dean is one of six individuals from offshore law firms to also be selected for the UK edition.
09/06/2022
Butterfield buys trust business from Credit Suisse
All parties are committed to ensuring a seamless transition with a focus on the continuation of services for trust clients.
09/01/2022
Strong year for private banks in 2021 but headwinds are picking up
Private banks in Switzerland experienced a golden year in 2021. Assets under management rose by CHF 373 billion last year.
08/30/2022
Completion of BNP Paribas Jersey Trust Corporation Limited
This latest deal will bring additional scale and local expertise to ZEDRA’s already fast growing Jersey office.
08/30/2022
JTC to buy New York Private Trust Company
The transaction remains subject to various closing conditions and final regulatory approvals and is expected to complete before the end of the year.
08/24/2022
Lombard International sells US and Bermuda business
In Europe, as the largest provider of insurance-based wealth, estate and succession planning solutions, our sights remain set on further growth and continued market expansion.
08/19/2022
Transamerica Life Bermuda releases updated Guide To High Net Worth Life Insurance
Since the last edition of the Guide in 2021, the world and global economy has undergone dramatic changes.
08/18/2022
Why choose a career in private client?
Ocorian’s Prapa Pearce, Ian Rumens, Amy Collins, and Samantha Symons share some of their reflections and advice for those considering entering the private client world and building a career.
08/18/2022
Lombard Bank Group registers €17.2 million pre-tax profit in first half of 2022
Loans and Advances to Customers rose to €704.8m leading to an increase in interest receivable of 3%, while deposits also rose by 3%.