09/16/2024
In her role, Shannon is responsible for a portfolio of high-net worth individuals across the globe and works on a variety of PTCs, family offices, property and hotel developments.
09/16/2024
The acquisition brings with it an experienced senior management team with over 150 years of collective trust experience, supported by a skilled global employee base.
09/13/2024
More than nine in ten (92%) of those who have seen asset values increase expect even more growth over the next five years with 48% expecting dramatic increases.
09/13/2024
The family office professionals surveyed said the top factor to consider when choosing a jurisdiction to structure wealth was the ability to manage costs
09/12/2024
The acquisition represents an important addition to the Company's international operations
09/10/2024
Earlier this year, the Group paid a special dividend of £2.00 per share and an ordinary dividend of 45.0p per share, which represented a return of approximately £7.0 million surplus cash to shareholders.
09/10/2024
Stephanie has over 11 years’ experience in dealing with complex and sensitive structures on behalf of global families.
09/10/2024
As part of the bursary, Zac will receive £2,500 during his first year of university and will have paid employment with the bank during holidays.
09/09/2024
This recognition follows Tom’s inclusion in the eprivateclient (EPC) Crown Dependencies NextGen Leaders list earlier in the year.
09/09/2024
The first half of the year saw net revenue increase by 8.9% from £24.8 to £27.0m
09/06/2024
Citco offers a fully comprehensive breadth of services that can be customized to fit individual client needs
09/03/2024
The seventh edition of this premier conference will bring together the global captive industry to tackle critical issues and drive forward key discussions
08/29/2024
Now in their fourteenth year, these awards were established to highlight the excellence of the advisors and managers in the private wealth sector
08/27/2024
Volek concludes that as the lines between traditional and digital finance continue to blur, the synergy between investment migration and cryptocurrencies grows stronger.
08/22/2024
JTC Employer Solutions prioritise enhancing financial literacy and wellbeing among their members.
08/22/2024
The awards, now in their tenth year, are open to all wealth management professionals under the age of 40.
08/22/2024
Helen explained that being a woman in a male-dominated industry in the 1980s presented challenges.
08/20/2024
The core components of the group are the Swiss asset manager UCAP Wealth Management and Capital Union Bank
08/20/2024
The two-tier tax system allows billionaires to pay tax rates that are half the rates paid by the rest of society
08/16/2024
‘I consider it a privilege to be on the shortlist among such reputable professionals in the wealth management industry’