10/23/2020
Accuro Trust Jersey shortlisted for the second year in a row into the Leaders in WellBeing Awards 2020
Alongside these nomination Accuro is also shortlisted for “Breaking the Stigma Award” in the “Best Workplace Culture” category.
Wealth and Asset Management
10/23/2020
Creative Uses for Captives in a Hard Market: A Practical Case Study
Most captive owners will have a well-established Enterprise Risk Management (ERM) process which is an integral part of managing their business.
10/21/2020
Fund Under Management growth for Brooks Macdonald
Overall, the figures show that the total group FUM at the end of September was £13.7bn.
10/21/2020
What are family offices investing in?
In my experience, a family office manages its asset base based on knowledge and experience, and taking a risk-based approach to concentration risk.
10/20/2020
Swiss private bank sells off Bahamas wealth arm
As a ‘select number of key investment managers’ become minority shareholders at its Italian subsidiary
10/20/2020
IQ-EQ wins regional service excellence award in International Investment Awards
Although this award specifically recognises our UK and European operations, we feel strongly that it reflects positively on all of our client teams across the globe, whose international collaboration is crucial to our continued success.
10/19/2020
Intertrust announces new era with rebrand and strategic partnership
The rebrand ushers in a new era for the company and reflects its growth and acquisitions in recent years.
10/15/2020
Apex Group Reaches Nearly $1 Trillion in Serviced Assets Following Planned Acquisition of Fundrock
Apex is a portfolio company of Genstar Capital.
10/15/2020
Accuro crowned “Highly Commended” Independent Trust or Fiduciary Company
The panel stated: “Assessors were impressed by how Accuro is now totally management owned and tightly aligned with its clients’ interests.”
10/15/2020
Private wealth around the world – how did we get here?
Times have generally been good in the IFCs – even the financial crash of 2008 had a (relatively) small impact on the global offshore business – but can we always expect this to be the case?
10/13/2020
Predicting the unpredictable
Recent surveys suggest economic activity is now back to 80% of pre-COVID levels.
10/13/2020
Jersey Trust Manager named Emerging Talent of the Year at International Investment Awards
Much of his role is focussed on developing business opportunities in the Middle East where he has taken time to understand the culture and differing needs of his Middle Eastern clients.
10/13/2020
Private wealth and the Isle of Man
The island's population is divided almost equally between those born and raised locally, and those that have relocated there.
10/11/2020
Ocorian named Best Fund Administrator (Reporting Services)
The award winners were announced on 08 October 2020 at a virtual awards ceremony hosted by Private Equity Wire.
10/09/2020
Emerging from Crisis – Reshaping family offices
Maintaining close client relationships despite travel restrictions and social distancing measures has been a challenge.
10/07/2020
Why are family offices on the rise?
Traditionally, the majority of wealthy client families delegated the management of their financial assets to investment managers.
10/07/2020
Covid-19 Wealth Impact: The World Ultra Wealth Report 2020
The report also reveals a significant decline in wealth from this population in early 2020 due to the impact of the COVID-19 pandemic.
10/05/2020
Singapore looks to lure next-generation business owners and entrepreneurs with updates to its permanent residency scheme
The program grants Permanent Residency to individuals who meet specific criteria.
10/02/2020
Ogier advises Carlyle Group in connection with £91 million take-private acquisition of Harwood Wealth Management Group
The transaction involved advice on a number complex corporate and regulatory issues.
10/01/2020
LGT completes LGT Vestra acquisition
The firm has 362 staff (March 2016: 234) and offices in London, Bristol and Jersey.