10/01/2020
Double Shortlisting for JTC at Citywealth Future Leaders Awards 2020
The Citywealth Future Leaders Awards highlights the employees that have gone above and beyond, showcasing their talent in the wealth management sector.
Wealth and Asset Management
09/30/2020
Sanne acquires Deutsche Trust Company Limited Japan
The transaction is expected to be completed by 30 September 2020 and Deutsche Trust will change their company name and continue to operate its trust business under "Sanne Group Japan Trust Company".
09/30/2020
JTC Sponsors Guernsey Funds Forum 2020
The online event will run over 3 days for an hour each day and will consist of panel sessions with Q&As and a keynote speech.
09/28/2020
How do PTC’s offer a more holistic approach to succession?
Choosing a successor and planning for wealth handover isn’t only a simple question of structuring.
09/28/2020
Ocorian announces acquisition
The deal, which was agreed on 22 September, is subject to regulatory approval.
09/28/2020
Butterfield Trust Manager shortlisted for Future Leaders Award
The shortlist was chosen through award submissions, judges’ recommendations and editorial research.
09/25/2020
Liechtenstein boutique launches gold and crypto fund
The fund invests 75% in gold and 25% in cryptocurrencies, mainly Bitcoin. It has returned 30% since its launch.
09/25/2020
SFAMA and AMP Switzerland to merge
The former chairman of the AMP and president of SFAMA is president of the new association.
09/25/2020
Jersey wealth managers merge
As UK financial planning firm agrees eighth M&A deal of 2020
09/24/2020
Revenue growth amid "difficult" year for PraxisIFM Group
Chairman Andrew Haining said that a combination of factors had contributed to a challenging year, including the impact of Covid-19 during the final quarter.
09/24/2020
In conversation with Farah Ballands, CEO
In 2015, we decided to sell the trust company – so I led the management buy-out of that part of the business, which was backed by Bridgepoint and became Estera.
09/21/2020
ZEDRA announces the Little Dreams Foundation as its charity in Miami and Switzerland
Little Dreams Foundation provides training and advice from professional and celebrity mentors to young children with limited financial means who have a talent in music, art and sports.
09/18/2020
Schroders acquisition aimed at creating one of the UK’s top multifamily offices
Acquisition aimed at creating one of the UK’s top multifamily offices
09/18/2020
Linda De Cicmic named in eprivateclient Top 35 Under 35 list - UK and UK Crown Dependencies
After attending university in Germany, Linda moved to Guernsey in 2008
09/18/2020
Bedell Cristin advises on merger of Advisa Wealth and Vantage Wealth
The combined business will operate as Advisa Wealth going forward.
09/17/2020
UBS partners with Colombia's investment bank Inverlink
The Swiss bank plans to expand its investment banking business by further connecting clients globally.
09/16/2020
Cayman Islands: Private Wealth 2020
The Cayman Islands has a sophisticated judicial system presided over by a Chief Justice, and has a number of full and part-time judges and justices of the peace, some of whom serve as lay magistrates.
09/15/2020
JTC Reports Growth and Resilience in Interim Results
Additionally, there is a reported increase in earnings (adjusted underlying EBITDA) of 11.2% to £17.9m (up from £16.1m in the first half of 2019).
09/14/2020
ZEDRA announces milestone acquisition
This acquisition marks a step change for ZEDRA’s corporate services offering
09/14/2020
Guernsey is top-tier for private wealth
Trust Corporation of the Channel Islands, also headquartered in Guernsey, is a tier one independent trust company.