08/03/2022
More interest-rate increases ahead
The extraordinary recent Federal Reserve action on interest rates, with more expected before the end of the year, is an attempt to quell rising inflation.
Wealth and Asset Management
08/03/2022
Chambers ranking for Guernsey private wealth team
The guide is described as a ‘one-stop shop’ for ranking lawyers and firms in private wealth services, recommending only the best providers to high-net-worth individuals.
08/01/2022
Standard Bank Young Professionals Recognised as Future Leaders in Wealth sector
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
Saffery Champness partners with Coinify to accept cryptocurrency payments
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
Butterfield Reports Second Quarter 2022 Results
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
Over 100 Promotions at JTC as Part of Bi-Annual Group-Wide Promotions
Promotions were made across 18 jurisdictional teams
07/15/2022
Carey Olsen leads offshore firms in Chambers High Net Worth 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
Ocorian wins private client sector award
The award also highlighted Ocorian’s leading learning and development platform, which enables continual professional development at all levels.
07/15/2022
Ogier remains the only firm with top-tier ranking across Cayman, Guernsey and Jersey in Chambers HNW Guide
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
Saffery Champness wins at eprivateclient Excellence Awards 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
Carey Olsen supports Gurr Johns on launch of art lending fund
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
HIGHVERN announces summer promotions
The HIGHVERN group now consists of over 100 employees worldwide following their expansion into Ireland, Guernsey, Switzerland and the Cayman Islands.
07/06/2022
Accuro Finalist at the Step Private Client Awards 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
Two from IQ-EQ shortlisted for 2022 Citywealth Future Leaders Awards
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
Three Shortlisted From JTC In The Citywealth Future Leaders Awards 2022
These awards aim to champion young professionals in the wealth sector and highlight our leaders of today and tomorrow.
07/01/2022
Accuro finalists of the STEP Private Client Awards 2022
The STEP Private Client Awards are widely acknowledged as the most prestigious Awards
07/01/2022
Butterfield appoints two senior roles in personal banking expansion
Julian and David will oversee that process of continued development.
06/30/2022
Ocorian are the silver trophy winners at the Citywealth Brand Management and Reputation Awards 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
Cayman Islands Trusts
Recording a trust in writing is generally advisable because it provides more clarity as to the terms of the trust.
06/28/2022
Investec Wealth and Investment grows Guernsey team
Joe has a particular focus on the Trust, Corporate, Family Office and Private Client markets.