12/14/2023
Double win for Julius Baer at WealthBriefing Awards
These awards are crafted to highlight outstanding organisations categorised by their specialisation and geography.
Wealth and Asset Management
12/14/2023
Accuro rewarded “Highly commended” independent trust or fiduciary company at the tenth Wealthbriefing European awards 2022
Showcasing ‘best of breed’ providers in the global private banking, wealth management and trusted advisor communities
12/13/2023
Alex Picot Trust Wins Wealthbriefing Award
These awards are so beneficial as they give organisations and individuals the opportunity to clarify their strategic thinking
12/13/2023
Highlighting Strong Performance, Global Impact, and Future Innovations
Joe Moynihan, CEO at Jersey Finance, was recently featured in an online article for Citywealth, discussing new initiatives and developments in Jersey in 2023 and looking ahead to 2024.
12/11/2023
Winners named at WealthBriefing Channel Islands Awards 2023
Launched last year, the awards celebrate success amongst the wealth management community across Jersey and Guernsey and are part of an established global programme recognising excellence in many of the world’s wealth management centres.
12/11/2023
Julius Baer scoops two Channel awards
The annual awards are focused on the wealth management industry, and winners are selected by a distinguished panel of independent judges for performance, innovation, and excellence.
12/08/2023
Nomura announces asset management tie-up with OCBC
It is the first such collaboration between the two and has been driven by the resurgence of the Japanese economy
12/07/2023
Trust Company of the Year Shortlisting for Standard Bank 
Winners are selected based on the recommendations of a panel of judges, combined with votes from clients and industry peers.
12/07/2023
Transamerica Life Bermuda’s CEO and CCO Outline their Strategies for Refining & Elevating the Proposition
The firm is registered and operates in Bermuda, and has a substantial presence in Singapore and Hong Kong, where they oversee the business globally.
12/07/2023
Tracing Wealth in the BVI in Aid of Arbitration: Unravelling the Breach of Fiduciary Duties
A good starting point if the assets have disappeared is to first to investigate the affairs of the possible rogue fiduciary and other closely connected persons.
12/06/2023
Knowing HNWIs and UHNWIs
Steve Gully, director at Alex Picot Trust, was one of a number of Jersey trust professionals invited to provide insights into this hot topic for an editorial piece.
12/05/2023
Swiss Private Bank, Banque Pictet, Admits To Conspiring With U.S. Taxpayers To Hide Assets And Income In Offshore Accounts
Bank Enters into a Deferred Prosecution Agreement for Criminal Misconduct and Agrees to Pay More Than $122.9 Million
12/04/2023
Government MoU for family office business
The agreement is part of moves to promote Bermuda as a prime jurisdiction for family office business, an area of financial services that Bermuda wants to develop.
12/04/2023
STEP NextGen Committee: Praxis Manager Nicola Archer invests in the next generation of trust sector professionals
The primary pathway to attaining full membership in STEP involves successfully completing exams and obtaining a diploma.
12/01/2023
Key trends shaping the landscape of private wealth disputes
The mechanisms by which the establishment of a trust or an apportionment of trust assets can be invalidated are, absent demonstrating the existence of sham, very limited.
11/27/2023
Julius Baer expert says 2024 marks start of new economic cycle
The impact of high inflation will still be felt next year
11/24/2023
JTC to acquire Blackheath
The transaction is subject to various closing conditions and final regulatory approvals and is expected to complete during Q1 2024.
11/24/2023
Crestbridge Family Office Services recognised at Wealthbriefing MENA Awards
This award serves to underline Crestbridge’s proposition in the Middle East market
11/22/2023
Suntera Global wins at the IOM Awards for Excellence 2023
David Hudson, CEO at Suntera Global, also presented the ‘Leader of the Year’ Award at the ceremony
11/21/2023
Hawksford to acquire Cayman and US-based firm Paradigm Governance Partners
The acquisition will bring Paradigm’s specialist range of governance services to Hawksford’s global fund manager client base, complementing its longstanding expertise in key regions including Asia, EMEA and the UK.