12/16/2020
The unspoken requirements of Swiss banks for operational bank accounts
Banks supporting corporate clients have different specialisations, quality of service and approaches to client servicing.
Wealth and Asset Management
12/16/2020
Family Office Feature: In Conversation With Matthew Braithwaite
In conversation with Matthew Braithwaite, Co-Chair of STEP’s Business Families Special Interest Group and Partner at Wedlake Bell, our UK Director, Robert Moore, discovers more about family offices and their ESG investment strategies.
12/16/2020
LGT acquires wealth management business of UBS Europe SE in Austria
The client relationships of UBS Europe SE in Austria, which consist of mainly high-net-worth and ultra-high-net-worth individuals residing in the country, will be assumed by LGT as part of the asset deal.
12/15/2020
Going Global – Initial Considerations
Our teams have supported hundreds of companies with their global mobility requirements.
12/15/2020
Ganita Group launches hub for fund manager start ups in Cyprus
Ganita Asset Management will serve as a one stop shop for portfolio managers who wish to focus on their day to day investment management activities, without needing to worry about time consuming operational and distribution tasks.
12/14/2020
Navigating 2021: 21 Charts for the Year Ahead
The convenience—and for some, the opportunity—of the distributed economy is extraordinary. But so too are the consequences.
12/13/2020
Asset and wealth management revolution: The power to shape the future
With control of more than US$110 tn, the asset and wealth management (AWM) industry has the unparalleled influence to shape a better future for investors, shareholders, the economy and wider society.
12/11/2020
Sanne named ‘One to watch’ in fund administration
Sanne was named the ‘One to Watch’ in the Fund Administration category in the Global Custodian Industry Leaders Awards 2020.
12/10/2020
Labuan IBFC: Home to 3 Digital Banks, 2 Digital Securities Exchanges and 19 Crypto Trading Platforms with 46 Digital Players Approved Since 2017
Growth in Digital Family, testament to the jurisdiction’s progressive approach in embracing the digital revolution
12/10/2020
IQ-EQ crowned in prestigious 2020 STEP Private Client Awards
This year’s awards attracted a record number of entries worldwide – 319 submissions received from 27 countries – and was judged by a practitioner-led panel of industry experts.
12/10/2020
These are the Golden Visas HNWs are hoping to secure for Christmas
International real estate experts on residency and citizenship through investment, Astons, reveal which residency and citizenships are top of the Christmas list for global high net worth investors looking to obtain a new passport for Christmas.
12/10/2020
JTC acquires RBC employee benefits platform
Around 180 CEES employees, including the senior management team, will join JTC at completion, becoming part of the company’s Institutional Client Services (ICS) Division.
12/10/2020
Landmark Third STEP Private Client Award For Accuro
The STEP awards have been compared to the ‘Oscars’ of the private client industry by insiders.
12/09/2020
Private funds shaping the future of the planet
Clients are taking the view that investing can provide another way to bring about broader, positive change in line with their values and hopes for the future.
12/09/2020
DMS Group Acquires Luxembourg Structured Finance Firm
The acquisition also serves to complement the Group’s recent agreement to come together with Luxembourg-based MDO, demonstrating its commitment to the region.
12/08/2020
Sanne acquires leading Scandinavian private equity fund administrator
The acquisition will also provide an opportunity to significantly increase the scale of the Group’s Guernsey operations with the potential to drive cost synergies going forward.
12/08/2020
Jersey announces establishment of 400th foundation
Since their introduction on the statute in 2009, foundations have been a valuable addition to the range of structures available to ultra-high net worth individuals and family offices.
12/08/2020
CREALOGIX Insights January 2021 edition: Digital Banking & Wealth
We want to understand how you and your organisation are thinking about these topics
12/03/2020
Top Five Yachting Destinations for Winter Sun
After a year to forget, many of us will be dreaming of a mind-blowing holiday to kick off 2021.
12/02/2020
IQ-EQ grabs gold at the Citywealth Magic Circle Awards 2020
The Magic Circle Awards aim to celebrate the best of the best within the global private wealth industry.