03/09/2020
Canaccord's David Esfandi Named as CEO of the Year
Leading UK Wealth Management companies and individuals working in the sector, presented with awards at The Guildhall in London by Natasha Kaplinsky.
Wealth and Asset Management
03/09/2020
Fairway Group strikes Gold for female leadership
The seventh annual Powerwomen Awards champions women in the wealth sector and highlights the female leaders of today and tomorrow.
03/05/2020
Jersey Finance and Lisa Springate Gain Double Win at Citywealth Powerwomen Awards
Held last night at The Montcalm, Marble Arch, the Powerwomen Awards, now in their eighth year
03/05/2020
Ocorian 'takes five' at Citywealth Powerwomen Awards
We enjoyed remarkable success at this year’s Citywealth Powerwomen Awards, walking away with five awards, including three golds.
03/03/2020
HSBC Bermuda profits rise 3% to $143m
Total capital adequacy ratio was 24 per cent at year end, a decrease from 26 per cent a year earlier.
03/02/2020
HSBC Bermuda Year End Financial Results
Total capital adequacy ratio was 24% at 31 December 2019, a decrease from 26% at the prior year end.
03/02/2020
The Isle of Man - The Natural Choice for Family and Private Offices
Every family and private office is different, and the Island has many well established single and multi-family offices
02/27/2020
Bahamas eying trillion-dollar Asian asset management market
International market trends show that the asset management opportunities for Southeast Asian countries are expected to grow to $4 trillion in the next five years.
02/27/2020
World Heart Beat Music Academy announced as ZEDRA’s first international charity partner
ZEDRA has a proud track record of supporting local communities in the countries it operates in around the world.
02/27/2020
Hurun Global Rich List 2020
The Hurun Global Rich List 2020 ranked 2,816 billionaires from 71 countries and from 2,182 companies.
02/26/2020
ZEDRA nominated in two categories at the Citywealth Magic Circle Awards
ZEDRA’s second nomination comes for our Digital Assets solution, in the UHNW Private Client Services Innovation of the Year category.
02/18/2020
Double nomination for Crestbridge in European private wealth awards
Winners of the Awards will be selected by an independent panel of judges and announced at an Awards dinner in London on 23 April.
02/14/2020
Julius Baer tops Euromoney awards
In addition to Best Private Banking Services Overall, Julius Baer was ranked first for Private Banking and Wealth Management in all four client size categories above $1m.
02/14/2020
Citi moves some €20bn in private banking portfolio to Luxembourg
Grand Duchy to become Citi's private banking hub for Europe, boost staff
02/13/2020
Butterfield Reports Fourth Quarter and Full Year 2019 Results
Net income for the year ended December 31, 2019 was $177.1 million
02/11/2020
Zedra announces acquisition in Poland
This new acquisition follows on from deals in Singapore, the Isle of Man, Switzerland, Nordic markets signed and announced in 2019.
02/10/2020
Channel Islands private wealth firms merge
We are now the seventh largest corporate, funds and trust player in the world by revenue and manage over 17,000 structures on behalf of more than 8,000
02/10/2020
Accuro management takes full ownership of group
Accuro was launched in May 2017 following the management buyout of the Salamanca Group Trust & Fiduciary business, formally known as Investec Trust.
02/06/2020
Reshaping wealth management - Five big trends for 2020
Transparency might be seen as an industry reaction to the global financial crisis.
02/06/2020
Private Banking and Wealth Management Survey 2020
UBS Global Wealth Management retains the top spot; JPMorgan is a standout, too.