08/01/2022
Anna-Marie has almost 10 years’ experience in the fiduciary services industry and holds a STEP Diploma in International Trust Management and a certificate in Offshore Administration.
07/26/2022
Coinify’s focus on instant delivery and regulatory compliance will make the payment process efficient and seamless for those clients who choose to pay using cryptocurrency, as well as giving clients peace of mind through dealing with a properly regu
07/26/2022
Net income for the second quarter of 2022 was $49.1 million or $0.99 per diluted common share compared to net income of $44.4 million, or $0.89 per diluted common share, for the previous quarter and $39.6 million, or $0.79 per diluted common share, for th
07/22/2022
Promotions were made across 18 jurisdictional teams
07/15/2022
Carey Olsen Bermuda's trusts and private wealth practice is described as 'a top firm for complex and sophisticated matters' and praised for its 'strong private client team that is able to handle complex matters'.
07/15/2022
The award also highlighted Ocorian’s leading learning and development platform, which enables continual professional development at all levels.
07/15/2022
Ogier is "the go-to firm on the island for Jersey private client expertise", with James Campbell, Josephine Howe and Katherine Neal all being marked out as notable practitioners.
07/12/2022
Recognising the efforts and initiatives of Saffery Champness across its offices in Guernsey and Switzerland, the judging panel noted the firm had “demonstrated many achievements over the past 12 months.
07/11/2022
The fund will support Gurr Johns' established service offering, with Gurr Johns Capital having a specific focus around creating bespoke financial solutions for individuals, galleries, companies and institutions – whether that be for releasing l
07/08/2022
The HIGHVERN group now consists of over 100 employees worldwide following their expansion into Ireland, Guernsey, Switzerland and the Cayman Islands.
07/06/2022
Being a finalist for the 6th year running is an honor and a recognition of the high quality service delivery to our clients along with the continuous commitment of our colleagues.
07/05/2022
The Future Leaders Awards champion the rising stars of the private wealth sector aged under 40, who not only excel at their work and display strong leadership potential but are also making a positive difference to society.
07/01/2022
These awards aim to champion young professionals in the wealth sector and highlight our leaders of today and tomorrow.
07/01/2022
The STEP Private Client Awards are widely acknowledged as the most prestigious Awards
07/01/2022
Julian and David will oversee that process of continued development.
06/30/2022
For over six years, these prestigious awards have highlighted and recognised the contributions of over a hundred marketing, business development and public relations professionals within the wealth management industry.
06/29/2022
Recording a trust in writing is generally advisable because it provides more clarity as to the terms of the trust.
06/28/2022
Joe has a particular focus on the Trust, Corporate, Family Office and Private Client markets.
06/27/2022
These Awards are viewed as a hallmark of excellence and innovation amongst private client professionals worldwide.
06/27/2022
They may also consider trusts for managing property investments, which have potential planning and tax pitfalls that clients need to be aware of.