11/04/2016
UBS Said to Be Among Banks Weighing Argentina Wealth Management
UBS and Julius Baer, both based in Zurich, might acquire local brokerages as a way to speed up the licensing process
Wealth and Asset Management
11/04/2016
Mauritius Showcased As A Jurisdiction Of Choice In China
IFS Mauritius, stated that the "FSPA's initiative is highly opportune as it comes at a time when Chinese investors are actively pursuing cross border transactions
11/03/2016
JTC Adds USA Trustee Services to Range of Global Fiduciary Solutions
It is this US planning element that was fundamental to our decision to establish ourselves in the jurisdiction.
11/01/2016
Cim Global Business voted Best Fund Administrator in Africa for Private Equity
The AGF Africa Service Providers Awards are dedicated to promote excellence in the African fund industry.
11/01/2016
Have you seen the Isle of Man's new Business Toolkit?
Simon Pickering, Head of On-Island Development, said "our new strategy is to ensure local financial & professional services businesses are aware of all current DED initiatives".
11/01/2016
Guernsey launches new impact investment initiative
Impact investments cover four broad categories; social, cultural, economic and environmental.
11/01/2016
Credit Suisse Gibraltar changes hands
These acquisitions are an excellent strategic fit
10/31/2016
Valartis Group says Valartis Finance Holding's recovery successfully concluded
After closing of the sale's transaction for the Liechtenstein banking group on 20 September 2016,all outstanding liabilities have now been settled, and the company is fully recovered and free of debt.
10/27/2016
Butterfield shares slip 0.2%
Butterfield’s shares on the New York Stock Exchange remained unchanged on $25.50.
10/25/2016
Nedbank Private Wealth Recognised for UK and International Excellence
The bank has now accumulated 27 awards in a 16-year unbroken record of winning achievements at these prestigious industry awards.
10/24/2016
Do you have that NPS fever? OSAT got you down? Fear not!
This week we’re giving you a crash course in becoming satisfaction savant. Turning sentiment into strategy can be a tricky task but here are a few #satisFACTS to guide you:
10/24/2016
Funds: Getting heard above the noise
When asked about the response towards the islands following both the Panama Papers and Brexit.
10/24/2016
Immigration vote ‘threatens Swiss private banks’
With less than four months to go, no satisfactory solution has been found.
10/24/2016
Sterling Global Financial Renames Award-winning Real Estate Mortgage Fund
The Fund has also consistently earned the Sharpe Index top award.
10/21/2016
Management buyout announced at Coutts & Co Trustees (Jersey)
The current senior management team of Coutts & Co Trustees has entered into a binding sale and purchase agreement to complete a management buyout of the company
10/20/2016
Jersey Supports 250,000 Jobs Across the UK
The report’s findings also confirm what we have been saying for many years: that Jersey is not a tax haven.
10/19/2016
HSBC PB signs client referral deal with Indosuez WM
The referral process will begin immediately.
10/18/2016
Wealth drain
Tax haven investments should be subject to close monitoring
10/18/2016
Becoming a Yoda of wealth requires a deeper voyage into the galaxy of customer insight
Imagine if wealth managers could also master the techniques employed by companies like Netflix; leveraging detailed, real time client insight to anticipate their future product or service requirements.
10/18/2016
Stenham and Credit Suisse form CI wealth management arm
Stenham WM will also offer global custody and transaction services as part of a multi-asset class approach to private client investment management.