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Wealth and Asset Management

04/15/2025

Trust and corporate services provider, Fort, acquires Cogent

The integration will deliver expanded service offerings, increased scale and two new jurisdictions.

04/14/2025

Julius Baer Guernsey wins big seven years in a row

This is the seventh year in a row that Julius Baer Guernsey has won at the Euromoney Private Banking Awards.

04/14/2025

Opera Limited expands Oak Group with strategic acquisition of Bahamas fiduciary business

This strategic move aligns with Opera’s broader plan for sustainable growth through acquisitions, operational efficiencies, and innovation.

04/11/2025

WealthBriefing award for RBC Wealth Management Jersey team

The wins cement RBC Wealth Management’s strong expertise in managing complex trust structures for its clients.

04/11/2025

19 long-service awards celebrated at Saffery Trust

With just over 100 employees in its Guernsey office, 63% of the team have now been with Saffery Trust for between five and 40 years.

04/10/2025

America's wealthiest see Channel Islands as 'attractive' place to move money, financial bosses say

With the stock markets spooked, leading to their worst day since the pandemic, there are American fears that restrictions could stop the country's wealthiest from moving money overseas.

04/08/2025

Praxis Returns to Fund Administration in Jersey Following Regulatory Approval

The operation in Jersey complements Praxis’ existing fund administration services in the Middle East

04/01/2025

Union Bancaire Privée completes acquisition of SG Kleinwort Hambros, strengthening UK presence

All UBP London-based teams will move into a new office in Marylebone later this year.

03/31/2025

Jersey’s International Standing Recognised with WealthBriefing Best IFC Award Win

The awards, now in their thirteenth year, commend companies, teams and individuals across a broad range of financial services in the European private banking, wealth management and trusted adviser sectors.

03/31/2025

Kim Sgarlata wins Chief Executive Officer category in WealthBriefing European Awards 2025

The WealthBriefing European Awards recognise and celebrate the exceptional talent within the wealth management sector.

03/26/2025

IQ-EQ achieves STEP Employer Partner Platinum accreditation across Crown Dependencies

The STEP Employer Partnership Programme is a widely respected benchmark for organisations that invest in their people and clients.

03/24/2025

TISE reports record turnover, profit & EPS for 2024

The International Stock Exchange (TISE) has reported record turnover, profit and earnings per share for 2024.

03/17/2025

Fairway Group sees eight team members secure Management Development Accreditation

The accreditation is recognised by The Institute of Leadership and Management (ILM).

03/10/2025

Crestbridge Family Office Services builds on support for Youthful Minds with donation

Crestbridge FOS recently pledged to support Youthful Minds as part of its ongoing commitment to the local community for 2025.

03/07/2025

Ogier stars shine with three Gold wins at 2025 Citywealth Powerwomen Awards

The Citywealth Powerwomen awards – now in their 14th year – champion women in the wealth sector from all over the world and highlight the female leaders of today and tomorrow.

03/07/2025

Cayman Islands Foundation Companies as Private Trust Companies

A Foundation Company in the Cayman Islands is a unique hybrid entity that combines features of both traditional companies and trusts.

03/04/2025

Boston Multi Family Office acquires Aqua Group

Boston Multi Family Office was founded in 2002 as a single family office

03/04/2025

Why Family Offices choose The Cayman Islands

When it comes to jurisdiction shopping, families are looking for a balance between robust yet straightforward regulations and enhanced net returns.

02/26/2025

SG Kleinwort Hambros Charity Donation to FREEDA

It is SG Kleinwort Hambros incredibly generous donation of £45,000 that has enabled us to accelerate our plans

02/25/2025

Naomi Rive named in Private Client Global Elite Directory 2025

Established in 2017, the Private Client Global Elite Directory is a prestigious annual publication that honours outstanding private wealth professionals within the industry.

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RBS International appoints new CEO

07-01-2025

Visit Jersey Board appoints new Non-Executive Directors

06-30-2025

ZEDRA appoints Dean Blackburn as CEO

07-02-2025

Jersey Business Annual Report and Accounts 2024

06-27-2025

Andium Homes appoints Chief Finance Officer

06-30-2025

Rocq Capital welcomes new Chief Investment Officer

06-30-2025

The Royal Mint launches new Britannia ‘secure’ gold bars

06-27-2025

Carey Olsen shortlisted for two STEP Private Client Awards

06-27-2025

Ariel Re secures $150m Titania Re cat bond in strategic move

07-03-2025

Enstar goes private as Sixth Street completes $5.1bn acquisition

07-03-2025

Carey Olsen advises on US$150,650,000 SPAC IPO on Nasdaq

07-03-2025

URCA moves to tighten financial oversight of power providers with new accounting guidelines

07-03-2025

CRS 2.0 amendments to the OECD’s Common Reporting Standard

07-03-2025

Bank liquidity jumps $44 Million in May amid weaker reserves, slower currency outflows

07-03-2025

From hospitality to hostility: a trust tale

07-03-2025

Financial analysis: Reduction in free float

07-03-2025

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