12/03/2024
As the founder and managing director of Caystone Solutions, Wendy oversees a dedicated team that supports family offices, asset managers, and private clients in preserving and growing their wealth.
12/02/2024
The Trust is working alongside expert charities to ensure that the sites and projects selected are those that will benefit most from the scheme.
11/29/2024
But all questioned say their family offices expect to see some form of investment return on what they give
11/29/2024
Over the past four decades there have been a series of enhancements to ensure the law remains fit for purpose and meets the needs of a dynamic world of wealth creation and asset protection.
11/27/2024
By utilising the captive, the family office can reduce premiums paid to third parties.
11/25/2024
The Bermuda Business Development Agency facilitated the two-day Bermuda Wealth Forum, held at the JW Marriott Grosvenor House, in London, earlier this week.
11/25/2024
The awards highlight individuals and companies that promote female leadership and support career progression of women within the wealth management sector.
11/25/2024
Leading family office business based in Jersey, Malta and the UK
11/21/2024
RBC made the announcement in a press release on November 19.
11/21/2024
In September, the SMI launched a nature risk tool drawing on the data from the taskforce for nature related financial disclosures.
11/21/2024
Recognition at the Wealthbriefing Channel Islands Awards concludes another highly successful year for JTC’s PCS team
11/20/2024
Labuan IBFC also made significant strides in expanding its international presence and facilitating greater collaboration across key markets.
11/19/2024
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
The awards ceremony, held in London, celebrates emerging leaders in the wealth management and fiduciary sectors.
11/15/2024
Canaccord Wealth have been part of Guernsey life for nearly 30 years and employ around 130 people on the Island.
11/14/2024
They recognise the excellence of young professionals in furthering their career through their ambition, leadership qualities and communication skills.
11/14/2024
Gregory won the bronze award for the Lawyer of the Year IFC – Associate category.
11/13/2024
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
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
This year's Spear's Awards 2024 UHNW Wealth Manager of the Year in Association with Guernsey Finance finalists