11/21/2023
The future of the trust industry?
The data collected during the life of the pilot will ultimately be anonymised and turned into insights by data analysts.
Wealth and Asset Management
11/21/2023
Chris Mourant named in Citywealth NextGen Top 40 Under 40 IFC 2023
Chris’ current role has evolved somewhat in the last 12 months.
11/20/2023
Jersey wins again at WealthBriefing MENA Awards
Family Office Governance Service Provision: PwC International Private Wealth & Family Office
11/17/2023
Guernsey: New Report Highlights Latest Trends In Private Wealth Sector
Primary wealth management considerations for under 35s include: greater focus on sustainable and impact investments, greater interest in digital assets, and popularity of digital platforms.
11/17/2023
Two Julius Baer Guernsey wealth managers in Citywire’s Top 100
Citywire, a financial media company offering news and analysis for financial professionals, compiles an annual list of the UK’s leading fund selectors, which is now in its 12th year.
11/17/2023
Fairway's 'Rising Star' named
Chris is an integral part of the team
11/17/2023
Canaccord Genuity Wealth Management release second quarter fiscal 2024 financial performance
Our diverse growth strategy continues to enable a strong set of results.
11/16/2023
Strong showing for Jersey in Citywealth Future Leaders Awards
They recognise the excellence of young professionals in furthering their career through their ambition, leadership qualities and communication skills.
11/16/2023
Suntera Global Recognised in Top Trust Companies List
Inclusion reflects the firm’s ongoing strategy to enhance and expand its global proposition for individuals and families
11/15/2023
Increased digital adoption driving service delivery at VM Wealth Management
The entity's online client portal, which has been steadily growing in users, affords clients convenient access to their portfolio information and critical market updates to empower them to make informed investment decisions.
11/15/2023
Secure messaging: the key to wealth management client engagement
There is a direct correlation between engagement and profitability.
11/15/2023
ZEDRA to acquire fiduciary services business from AlTi Tiedemann Global
ZEDRA will welcome 59 employees who have been providing trust, corporate, marine and aviation, and family office administration services through its offices in the Isle of Man, Geneva and London.
11/14/2023
IQ-EQ celebrates 70 years in Luxembourg
Throughout these past 70 years, our business has transformed, growing from a successful local player in Luxembourg to the leading global business we are today.
11/08/2023
Ocorian achieve top trust ranking
In the last 21 months, our business has grown from 16 to over 20 offices
11/07/2023
Saffery Trust retains Tier I status
Saffery Trust opened in Guernsey more than 45 years ago and also has offices in Cayman, Dubai, Geneva, and Zurich.
11/03/2023
A ‘global approach’ to wealth advice highlighted at Guernsey private wealth conference
To combat any issues stemming from this, he recommended wealth holders “surround themselves with advisers that are able to give them a global approach.
11/02/2023
IQ-EQ grows UAE footprint with launch in Abu Dhabi
The opening of an Abu Dhabi office follows our launch in Dubai earlier this year
10/31/2023
UBS Client Advisor awarded Level 6 Certificate in Private Client Investment Advice and Management
This Level 6 certification demonstrates Will’s exceptional understanding of the principles of private client investment advice and how those principles are integrated into the exemplary support he provides.
10/24/2023
Fitch upgrades Leonteq to "BBB"
According to Fitch, the upgrade of the long-term IDRs assigned to Leonteq reflects the material progress made to grow the franchise
10/20/2023
World's Best Private Bank Awards 2024
The winners are not always the biggest institutions, but rather the best—those with qualities that individuals rate highly when choosing a provider.