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Wealth and Asset Management

03/07/2025

Ogier stars shine with three Gold wins at 2025 Citywealth Powerwomen Awards

The Citywealth Powerwomen awards – now in their 14th year – champion women in the wealth sector from all over the world and highlight the female leaders of today and tomorrow.

03/07/2025

Cayman Islands Foundation Companies as Private Trust Companies

A Foundation Company in the Cayman Islands is a unique hybrid entity that combines features of both traditional companies and trusts.

03/04/2025

Boston Multi Family Office acquires Aqua Group

Boston Multi Family Office was founded in 2002 as a single family office

03/04/2025

Why Family Offices choose The Cayman Islands

When it comes to jurisdiction shopping, families are looking for a balance between robust yet straightforward regulations and enhanced net returns.

02/26/2025

SG Kleinwort Hambros Charity Donation to FREEDA

It is SG Kleinwort Hambros incredibly generous donation of £45,000 that has enabled us to accelerate our plans

02/25/2025

Naomi Rive named in Private Client Global Elite Directory 2025

Established in 2017, the Private Client Global Elite Directory is a prestigious annual publication that honours outstanding private wealth professionals within the industry.

02/24/2025

Canaccord Genuity Group announces the completion of its acquisition of Brooks Macdonald Asset Management

The acquisition represents an important strategic addition to the Company's operations in Guernsey, the Isle of Man, and Jersey.

02/21/2025

Brookfield Wealth Solutions Announces Year End 2024 Results and Declares Quarterly Distribution Increase

This distribution is identical in amount per share and has the same payment date as the quarterly distribution announced

02/20/2025

Evelyn Partners International relocates to new office in St. Helier

Team in Jersey bolstered with flurry of new hires

02/20/2025

Maximising wealth management: The benefits of Guernsey Private Investment Funds

With Guernsey’s well-established financial sector, PIFs present an opportunity for tailored investment solutions that align with both current market trends and long-term wealth strategies.

02/20/2025

Praxis Receives STEP EPP and ACCA Re-accreditations, Recognising its Commitment to Excellence

The renewal of the STEP Employer Partnership Programme (EPP) Platinum accreditation reflects the company’s ongoing commitment to excellence

02/19/2025

Northern Trust Expands Partnership with Alchemy to Support Its New Special Opportunities Fund

Northern Trust Expands Longstanding Relationship with Alchemy Helping to Launch its Fifth Special Opportunities Fund

02/13/2025

Bedell Cristin Advises on Sale of Advisa Wealth

Advisa’s trusted brand and financial planning expertise is expected to complement Titan Wealth’s existing services.

02/12/2025

APEX Global regulatory update Q4 2024

In Europe, the UK and Channel Islands are updating rules on crypto-assets, ESG, financial services, and anti-money laundering.

02/11/2025

Butterfield reports net income of $216.3m in 2024 fiscal year

“The positive performance in the last quarter can also be attributed to the seasonal strength of both Cayman tourism and consumer credit card spend.”

02/05/2025

IQ-EQ acquires Agama Group, gaining regulatory compliance service offering in continental Europe

Agama Group provides essential regulatory compliance, internal control and operations support to asset managers and funds across private equity, real estate and other asset classes.

02/04/2025

Standard Chartered Jersey cites affluent client growth through Bank’s new global wealth campaign

The ‘Now’s your time for wealth’ global wealth campaign launched this month.

02/03/2025

Appleby awarded Isle of Man Law Firm of the Year at Citywealth IFC Awards 2025

The IFC Awards brings together over 120 of the world’s top wealth advisors and private client experts.

01/31/2025

JTC’s Global Expertise Recognised at Citywealth IFC Awards

In addition, the firm was also a runner up in the ‘Trust Company of the Year – Caribbean’ category.

01/31/2025

Permian and Highvern Combine to Create New Leading Fund and Private Capital Services Platform

Already leaders in their respective markets, the Permian and HIGHVERN brands are long-established and have built strong reputations for service quality and the strength of their client relationships.

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Upgraded gov.ky boosts access for Cayman businesses

12-03-2025

Advising on first-of-its-kind law for Jersey Mutual Insurance Society

12-03-2025

Banking sector continues to exhibit growth

12-03-2025

Bermuda: Corporate Income Tax Credits

12-03-2025

Bahamian economy holds steady in October as tourism and banking sectors show resilience

12-04-2025

BREA president warns of real estate scammers online

12-04-2025

GFSC in surprise policy shift to ‘go for growth’

12-05-2025

Regulations Now Published On CARF And CRS

12-03-2025

European bank watchdog flags rising NBFI risks in Cayman, UK

12-10-2025

ICC hands over first branded Cayman Islands Building Code

12-10-2025

Abir celebrates market leaders

12-10-2025

Lesley Walker promoted to associate director at Sentient International

12-10-2025

Maples Group Advises Bain Capital on Joint Venture with SMBC Group to Establish €1.5 Billion European Loan Platform

12-10-2025

The global evolution of payments: why legal architecture matters more than ever

12-10-2025

Collas Crill advises Ormer Capital Limited on fund launch

12-10-2025

Cayman to implement new digital currency reporting rules

12-10-2025

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