10/02/2019
Bahamas Promotes Wealth Management In New York
The briefing, under the theme Leveraging IFC’s for Family Wealth, was held at the Century Association, a private club in New York.
Wealth and Asset Management
10/02/2019
JTC wins at STEP Private Client Awards
JTC’s proprietary private office technology Edge was also recently recognised at the Wealthmanagement.com awards, where it picked up the award for ‘Family Offices: Client Initiative’.
10/01/2019
Ultra Wealthy Population Analysis: The World Ultra Wealth Report 2019
This subdued increase comes on the heels of a year of significant growth the prior year, when the population increased by nearly 13%.
09/29/2019
Credit Suisse Saga Reveals Ever-Present Bank Surveillance State
Call it the banker-surveillance state -- a phenomenon probably as old as banking itself.
09/27/2019
Win for JTC at STEP private client awards
“As the most sought-after award in our market space, this is a fantastic achievement for the team in what has been another strong year for JTC."
09/26/2019
Bank Of Butterfield Decreases Loan Rates
Butterfield is currently reviewing rates paid on fixed-term deposits and may make adjustments to some products as a result of the Fed Funds Rate change.
09/25/2019
Wealth managers not equipped to deal with rise in high net worth demand for offshore investments, says GlobalData
The proportion of HNW individuals that invest offshore has been on the rise despite the scandals that have shaken the industry and ongoing negative media coverage.
09/25/2019
Globalisation and Socially Responsible Investing on the Agenda for Jersey Finance Annual London Private Wealth Conference
This week’s fully subscribed event, to be held at 8 Northumberland Avenue, London, will see hundreds of delegates from across the private wealth and financial services sphere attend to hear from experts and well-known public figures.
09/24/2019
CSSF grants AIFM infrastructure sub-license to IQ-EQ in Luxembourg
IQ-EQ Fund Management (Luxembourg) S.A. offers a full range of AIFM services and solutions including portfolio management, risk management, valuation control, Annex IV reporting, passporting and delegation control.
09/24/2019
Apex Group Secures Regulatory Approval for Irish Subsidiary
Through EDB, Apex offers independent banking, depositary and custody services to institutional investors and asset managers for UCITS and alternative investment structures.
09/22/2019
TISE supports children’s charity on the Isle of Man
The Children’s Centre has a vision to put children, young people and families first
09/19/2019
Double win for team Oak at ICSA Jersey Awards
Oak Jersey’s Edward McFadyen and Jo Garnier have triumphed at the annual ICSA Jersey Awards which took place on Friday 13 September at the Royal Jersey Showground.
09/18/2019
Carey Olsen supports Zedra on cryptoassets offering
Carey Olsen has supported trust, fund and corporate services provider Zedra on the launch of its end-to-end solution for the purchase and sale of Bitcoin.
09/17/2019
Acclime establishes a strong foothold in Thailand with the acquisition
With the integration, client services will continue to be provided by the existing teams without interruption.
09/17/2019
JTC reports further growth
The results also pointed to the investment JTC has made in its global platform through the enhancements made to its senior management team
09/13/2019
Partners Group reports H1 2019 financials
H1 2019 was a solid start to the year for Partners Group
09/13/2019
Partners Group marks 20 years of continued growth
THE Guernsey office of a Swiss-founded global private markets investment manager is celebrating 20 years on the island.
09/13/2019
Six shortlists for ICSA Jersey Awards
Oak Group in Jersey has been shortlisted in six categories for the 2019 ICSA Jersey Awards taking place on Friday 13 September at the Royal Jersey Showground.
09/13/2019
Oak recognised in top trust company ranking by eprivateclient
Oak Group has been named in eprivateclient’s Top 25 trust companies list 2019.
09/12/2019
KBI Global Investors' focus on Transparency is recognised at the TAAM Awards
Dublin-based KBIGI is one of just 15 managers in the world to make the final shortlist and one of just seven firms to be granted ‘Commended’ status.