01/17/2024
Family offices: the new powerhouses of asset management
The range of services they offer now encompasses more than investment advice and third-party management
Wealth and Asset Management
01/17/2024
Bedell Cristin Partner Nancy Chien Recognised in the Eprivateclient 50 Most Influential List for the Third Consecutive Year
Nancy and her team advise UHNW families, family office and intermediaries
01/15/2024
What is a family office?
A family office is a private wealth management advisory firm that serves ultra-high-net-worth individuals and families.
01/12/2024
Boston acquires Turnstone’s Isle of Man fiduciary business
The move will see Roelf Odendaal, the co-founder of Turnstone (Isle of Man)
01/09/2024
Ocorian senior trust administrator recognised for STEP achievements
We are very proud of Maisie’s incredible accomplishment in her STEP examinations
01/08/2024
Isle of Wight Santander closes for month-long refurbishment
The work is expected to take about a month and customers have been told to try mainland branches instead.
01/05/2024
Hawk Group Limited and Sancus Lending (Jersey) Limited Announce Strategic Joint Venture to Amplify Market
This collaboration marks the first truly expert family debt vehicle through which investors are able to benefit from innate stability and growth.
01/03/2024
Awards recognise excellence in wealth management field
Designed to recognise “innovation and excellence” during the year, the awards are organised by the global private wealth publisher.
12/29/2023
Pacific Trustees, Labuan IBFC hold wealth management masterclass
Labuan IBFC, located off the coast of East Malaysia, provides a safe and holistic ecosystem for businesses, acting as a gateway for companies to Southeast Asia while implementing an efficient and flexible tax system.
12/22/2023
Melville Douglas’ Head of Portfolio Management recognised at Wealthbriefing awards
The annual WealthBriefing Channel Islands Awards program recognizes the most innovative and exceptional firms, teams and individuals.
12/21/2023
Windermere Group celebrating 20 years of success at the cutting-edge of global wealth management
John has served as a board member of the Bahamas Financial Services Board and on the boards of numerous companies
12/21/2023
JTC Recognised as a Leading Brand in Wealth Management Reputation Awards
The firm took home the award in the ‘Brand of the Year’ category at the 2023 Awards, which were held in London on 20th June.
12/20/2023
TISE congratulates Guernsey sailor who mixed it with world’s best
TISE is currently celebrating its 25th anniversary year of operating a public market for bonds and equities and earlier this year launched a new private markets service.
12/20/2023
Island’s partnership with United Arab Emirates praised
The memorandum of understanding signified “a shared ambition between the EFOA and the Government of Bermuda to strengthen cross-border ties between family offices registered in both jurisdictions”.
12/20/2023
Investec names best Private Bank in the Channel Islands for second year
The awards recognise the very best operators in the Channel Islands wealth management sector, with ‘independence’, ‘integrity’ and ‘genuine insight’ the watchwords of the judging process.
12/20/2023
Evolving Attitudes: High Net Worth Individuals Navigate the Storm
They certainly seem to have an interest in a broader set of subject matters to be initially discussed than what has historically been the case, which has been investment returns.
12/19/2023
Rathbones Investment Management International wins at WealthBriefing awards
Each of these categories is highly contested and is subject to a rigorous process before the ultimate winner is selected by the judges.
12/18/2023
Lombard companies in Bermuda are no longer under review
The outlooks assigned to all these credit ratings is stable.
12/15/2023
Investec Awarded “Overall Private Bank” for the Second Consecutive Year at the WealthBriefing Channel Islands Awards 2023
We’re delighted that our dedication has been acknowledged through this prestigious award.
12/15/2023
Quilter Cheviot celebrates 50th anniversary in Jersey
It now delivers bespoke investment management and financial planning catering to the evolving needs of higher net worth individuals, corporate investors, and financial services intermediaries on the island and in Dubai.