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Wealth and Asset Management

09/13/2023

Crestbridge Family Office Services’ professional recognised in national Future Leaders list

Danielle has 13 years’ multi-jurisdictional experience in the finance industry.

09/12/2023

Fostering Collaboration: Business and Philanthropy Working Together

The aim is to raise up to US$1 billion over ten years for women fund managers, funds which will then be invested in high impact businesses and projects across Africa.

09/12/2023

JTC Named As Finalist In The 2023/24 Step Private Client Awards

Open globally to firms in the sector, these awards are said to be the hallmark of quality within the private client industry.

09/12/2023

Channel Islands feature strongly in Citywealth IFC 24 Awards

Jersey and Guernsey figure prominently again in this year’s shortlist, both nominated for the IFC of the Year Award.

09/08/2023

JTC Shortlisted Twice In The 2024 Citywealth IFC Awards

JTC won one of these accolades, ‘Trust Company of the Year – Caribbean’, at the 2023 IFC awards.

09/05/2023

TISE announces record turnover for H1 2023

Record turnover of £5.2 million despite the continued macro-economic headwinds

08/30/2023

Tether adds Bahamas-based private bank Britannia as partner: Report

Tether’s reported new partnership with Britannia Bank makes it the third Bahamas-based bank to join forces with the stablecoin issuer.

08/10/2023

Local Independent Trust Company shortlisted in Citywealth IFC Awards.

Valla are delighted to be recognised again by such a distinguished award.

08/02/2023

Suntera Global completes on Carey acquisition

The deal bolsters Suntera Global’s Guernsey proposition and augments its international fund administration capability.

08/01/2023

Butterfield Reports Second Quarter 2023 Results

The return on average common equity for the second quarter of 2023 was 25.9% compared to 28.0% for the previous quarter and 24.5% for the second quarter of 2022.

08/01/2023

Ocorian most-recognised trust company in Chambers and Partners’ High Net Worth Rankings

Chambers and Partners’ inhouse researchers compile the rankings by conducting in-depth reviews and speaking to intermediaries who have worked with the individuals and private wealth firms in question.

07/26/2023

Conyers Recognised in Chambers High Net Worth Guide

Newly ranked this year is Cayman Counsel Wesley O’Brien as an Associate to Watch.

07/21/2023

Mourant maintains top tier ranking in Chambers and Partners High Net Worth Guide 2023

These rankings are widely acknowledged as the definitive mark of excellence across the sector.

07/21/2023

Carey Olsen leads offshore firms in Chambers High Net Worth 2023

The firm continues to be ranked as Band 1 for its trusts and private wealth practices in Bermuda, Guernsey and Jersey, and Band 2 in the Cayman Islands.

07/21/2023

Collas Crill's Private Client Teams Recognised in Chambers HNW Guide 2023

The rankings are based on independent research including interviews with lawyers, family offices, tax advisers

07/19/2023

SG Kleinwort Hambros establishes new client lifecycle team

A new Client Lifecycle Team has been established by SG Kleinwort Hambros (SGKH) and Was Chaudry has been named as the team's head.

07/14/2023

Carey Olsen named Offshore Firm of the Year at Chambers High Net Worth Awards 2023

National and international law firms across the world were awarded across 11 categories for their outstanding work, impressive strategic growth, and excellence in client service.

07/13/2023

Sir Trevor McDonald OBE confirms attendance at Private Wealth Forum

Sir Trevor will take part in a fireside chat with Guernsey Finance Chief Executive Rupert Pleasant at the forum, which is the flagship event for Guernsey’s Private Wealth sector.

07/06/2023

Butterfield shortlisted for Trust Company of the Year

This year’s Awards saw a record number of 343 submissions.

07/06/2023

Brown Shipley owner partners with BlackRock to boost investment capabilities

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