04/15/2025
Trust and corporate services provider, Fort, acquires Cogent
The integration will deliver expanded service offerings, increased scale and two new jurisdictions.
04/15/2025
The integration will deliver expanded service offerings, increased scale and two new jurisdictions.
04/14/2025
This is the seventh year in a row that Julius Baer Guernsey has won at the Euromoney Private Banking Awards.
04/14/2025
This strategic move aligns with Opera’s broader plan for sustainable growth through acquisitions, operational efficiencies, and innovation.
04/11/2025
The wins cement RBC Wealth Management’s strong expertise in managing complex trust structures for its clients.
04/11/2025
With just over 100 employees in its Guernsey office, 63% of the team have now been with Saffery Trust for between five and 40 years.
04/10/2025
With the stock markets spooked, leading to their worst day since the pandemic, there are American fears that restrictions could stop the country's wealthiest from moving money overseas.
04/08/2025
The operation in Jersey complements Praxis’ existing fund administration services in the Middle East
04/01/2025
All UBP London-based teams will move into a new office in Marylebone later this year.
03/31/2025
The awards, now in their thirteenth year, commend companies, teams and individuals across a broad range of financial services in the European private banking, wealth management and trusted adviser sectors.
03/31/2025
The WealthBriefing European Awards recognise and celebrate the exceptional talent within the wealth management sector.
03/26/2025
The STEP Employer Partnership Programme is a widely respected benchmark for organisations that invest in their people and clients.
03/24/2025
The International Stock Exchange (TISE) has reported record turnover, profit and earnings per share for 2024.
03/17/2025
The accreditation is recognised by The Institute of Leadership and Management (ILM).
03/10/2025
Crestbridge FOS recently pledged to support Youthful Minds as part of its ongoing commitment to the local community for 2025.
03/07/2025
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
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 was founded in 2002 as a single family office
03/04/2025
When it comes to jurisdiction shopping, families are looking for a balance between robust yet straightforward regulations and enhanced net returns.
02/26/2025
It is SG Kleinwort Hambros incredibly generous donation of £45,000 that has enabled us to accelerate our plans
02/25/2025
Established in 2017, the Private Client Global Elite Directory is a prestigious annual publication that honours outstanding private wealth professionals within the industry.