01/14/2020
Double Award Shortlist for Butterfield as “Private Bank of the Year”
It follows recent success across the Group with Butterfield named “Bank of the Year” in Bermuda and the Cayman Islands by The Banker.
Wealth and Asset Management
01/10/2020
Carmignac closes US office, relocates offshore efforts to Spain
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
Revealed: The winners of Citywire's US Offshore Awards
It’s now time to reveal the winners.
01/09/2020
Zedra swoops on BNP Paribas Singapore Trust
The deal will add to ZEDRA’s existing headcount of over 550 industry experts across 13 countries
01/07/2020
ZEDRA Group and Corsair Capital Announce Close of Transaction
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
Ex-GAM CEO and head of investment solutions start new firm together
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
Butterfield Bank: A Conservatively Managed Offshore Bank Paying A Growing 4.7% Dividend
The bank is conservatively capitalized and enjoys a large cash position.
12/23/2019
Family businesses ‘stepping up offshore investment’
Many billions in assets are held by structures in the British Virgin Islands (BVI) designed for wealth and succession planning purposes.
12/19/2019
Finance Isle of Man Launches Campaign to Drive Family and Private Office Business to the Isle of Man
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
Ocarian shortlisted twice in Citywealth's Magic Circle Awards 2020
The annual Magic Circle Awards identify the best advisers and managers in the global private wealth industry.
12/18/2019
Mirabaud AM announces the merger of two global convertible bonds funds
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
12/18/2019
Top wealth managers reveal their New Year’s resolutions
Wealth managers who featured on Citywire Switzerland’s cover this year reveal their resolutions for 2020
12/17/2019
Malta’s Warm Welcome to the World of HNWIs, Wealth Management and Digital Assets
Vasoli explained first that he is director of the law and tax firm dMTV, standing for his family’s surnames de Masi Taddei Vasoli.
12/16/2019
Smith & Williamson delivers positive first half performance
The first six months of the financial year have seen strong revenue growth across most of our business lines, accompanied by further strategic investment in our core systems.
12/12/2019
Key trends expected in the wealth management and private banking space in 2020 - RBC
Another trend concerns the fact that life expectancy continues to increase, and families will find three and, in some instances, even four generations of family members alive at the same time
12/11/2019
Oak CEO included in 2020 eprivateclient 50 Most Influential list
Chief executive officer of Oak, Stuart Platt-Ransom has been named in the 2020 eprivateclient 50 Most Influential list.
12/10/2019
SANNE and COLMORE share joint insight into the future of private markets
Both organisations are excited about what the future holds.
12/09/2019
South Africa managers pick up on Guernsey investment solutions
SA managers will be aware of the European UCITS funds, but Guernsey’s message is to look beyond the obvious.
12/09/2019
Catherine Taylor Named in Citywealth’s International Powerwomen Top 100 list
Catherine has over 20 years experience in the finance industry, qualifying as a Chartered Accountant with Deloitte in 2000.
12/09/2019
Head of Private Client Nick Cawley named in 50 Most Influential list
Those that have made it onto the list are the leaders when it comes to providing the best possible advice and service for clients