01/28/2020
Expatriate flows are also responsible for a notable proportion of offshore investments thanks to investors' propensity to invest in their country of origin.
01/23/2020
A joint venture between international family office services provider Crestbridge and Wyoming-based Willow Street will establish an enhanced proposition for clients.
01/23/2020
The deal sees Intertrust acquire the legal, corporate and accounting services team of a subsidiary of the global firm.
01/22/2020
AP Alternative Assets to Release Fourth Quarter and Full Year 2019 Financial Results on January 30, 2020
01/17/2020
KBL epb rebrands as Quintet
The pan-European private banking group as a whole has been renamed “Quintet Private Bank.” KBL Luxembourg, the private bank in the Grand Duchy, has been rebranded as “Quintet Luxembourg” and KBL España as “Quintet Espa
01/16/2020
Julius Baer launches inaugural Global Wealth and Lifestyle Report 2020
The inaugural edition of Julius Baer’s Global Wealth and Lifestyle Report showcases the trends in high-end consumption around the world, which are of relevance to our clients.
01/16/2020
Back in December, RBC announced it had entered into agreements to sell all of its banking operations in the Eastern Caribbean to local banks on the representative islands.
01/15/2020
The landmark figure follows growing interest in sustainable investing and a rapid rise in demand for EQ’s Positive Impact Portfolios
01/15/2020
RBC Wealth Management opens office in Camana Bay
The move will consolidate RBC Dominion Securities and private banking employees from across Cayman into one location.
01/14/2020
It follows recent success across the Group with Butterfield named “Bank of the Year” in Bermuda and the Cayman Islands by The Banker.
01/10/2020
The firm is in the process of moving out of its Brickell Avenue location in Miami and relocating its US offshore and Latin America business to Madrid, Spain, according to sources with familiar with the situation
01/10/2020
It’s now time to reveal the winners.
01/09/2020
The deal will add to ZEDRA’s existing headcount of over 550 industry experts across 13 countries
01/07/2020
ZEDRA delivers tailored high quality diversified active-wealth solutions to its clients, which include high net worth individuals and their families, as well as medium to large sized companies, asset managers and their investors.
01/03/2020
Hatheway stepped down as head of investment solutions in August 2019, with the bulk of his roles being divided up among members of the alternatives, private client and mixed asset teams.
12/26/2019
The bank is conservatively capitalized and enjoys a large cash position.
12/23/2019
Many billions in assets are held by structures in the British Virgin Islands (BVI) designed for wealth and succession planning purposes.
12/19/2019
The event which took place last month was lead-sponsored by the Finance Agency and included an invite only panel promoting the Isle of Man as the natural choice for private clients’ structures
12/19/2019
The annual Magic Circle Awards identify the best advisers and managers in the global private wealth industry.
12/18/2019
Since both funds’ investment processes had converged, and in order to allow investors to benefit from economies of scale with a larger pool of assets, Mirabaud has made a proposal, which has been accepted by its investors, to merge the two ESG Conve