10/24/2024
The corporate finance and property management businesses of the wider Ravenscroft group are not included in the transaction, which follows Titan’s acquisition of Ravenscroft’s UK investment management business last year.
10/23/2024
The bank said net income was up in the third quarter versus the prior quarter primarily due to higher net interest income and lower non-interest expense, as well as a modest increase in non-interest income.
10/23/2024
Within each category, firms are then further divided into three tiers to reflect each organisation’s size, quality of service, any recent M&A activity and overall performance.
10/22/2024
This period of uncertainty has understandably led many clients to adopt a “wait and see” approach as they await the outcome of the upcoming Budget.
10/22/2024
The private client firm – which has offices in the Cayman Islands, Guernsey, Switzerland and Dubai – was recognised for several factors, including its reputation, client service excellent and global offering,
10/21/2024
The rankings are calculated based on a number of criteria including size, reputation, quality and range of service, and performance over the past 12 months.
10/18/2024
Guest introductory speaker Edwin Smith, Editor in Chief of Spear’s Magazine, then unpacked the most important forces shaping the world of wealth
10/18/2024
Launched in 2004, it has made over 350 donations to 200 charities - based in Guernsey, Jersey and the Isle of Man - amounting to more than £462,000.
10/17/2024
The newly secured Family Office Licence allows deVere to cater to the most complex financial needs of ultra-high-net-worth individuals (UHNWIs) and families, setting it apart from competitors.
10/16/2024
The strategic initiative is driven by the original founders and shareholders.
10/15/2024
Multinational and behemoth private banks increasingly view Latin America as a cornerstone of their growth strategy.
10/10/2024
Predicting and preparing for the future is one of the most challenging aspects of being a trustee.
10/10/2024
A recent Harvard business review article described creators as ‘change agents’, and estimated the creator economy capable of affecting $130billion of purchasing decisions annually.
10/08/2024
For family offices that manage long-term, multi-generational wealth, dismissing digital assets as a passing trend is no longer an option.
10/07/2024
The strong focus on modern, continuously updated financial services legislation provides family offices with flexible structuring options such as trusts or foundation companies.
10/04/2024
Amongst the Channel Islands based companies and those with branches on the Islands
10/01/2024
The award celebrates visionary female founders, co-founders, and C-level executives who are shaping the future of technology and redefining leadership in innovation.
10/01/2024
There are two main types of family office: single-family offices or multi-family offices which serve one or multiple families respectively.
09/30/2024
The inclusion of Joanna and Suzanne reflects not only their individual achievements but also Altum Group’s commitment to nurturing top talent and delivering world-class service.
09/26/2024
The Baby Boomers – who are today reaching retirement age – have amassed a collective fortune unlike any generation before them.