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Wealth and Asset Management

12/14/2017

JERSEY: Substantial Comfort for Fund Managers

There are very few other jurisdictions which can compete with that sort of depth and breadth of alternative fund experience and capability.

12/14/2017

Quilter Cheviot Investment Management receives Gold Standard Award for 2017

The company looks after £23bn of assets under management as at 30 September 2017.

12/14/2017

Highvern Trustees to set up fund services business

“Highvern has a strong reputation for providing expertise, high quality client relationships and continuity of service”

12/14/2017

Quilter Cheviot Investment Management receives Gold Standard Award for 2017

The company looks after £23bn of assets under management as at 30 September 2017.

12/14/2017

Office Spotlight: Canaccord Genuity Wealth Management, Jersey

Q&A with Andre de Gruchy

12/13/2017

Crunch time: Canaccord Genuity Wealth Management considers interest rate impact

Staying informed in an industry that’s constantly shifting isn’t easy, but being aware of changes as they’re happening can keep you ahead of the curve.

12/12/2017

Highvern Trustees to set up fund services business

“Highvern has a strong reputation for providing expertise, high quality client relationships and continuity of service” added Martin Hall, Managing Director at Highvern.

12/11/2017

The decline of the Swiss private bank

A clampdown on tax evasion is forcing the closure of many institutions

12/04/2017

ZEDRA celebrates the launch of its US office at an exclusive rooftop venue

The event was hosted by Managing Director Tomás Alonso and attended by ZEDRA Deputy Chairman Bart Deconinck, among others.

11/30/2017

Trust Group Expands Into Middle East

Jersey-Based Trust Group Has Opened An Office In Dubai

11/30/2017

CIBC Bank and Trust Company (Cayman)Cements Place in Asia

The judging panel of local hedge fund COOs and other operations and legal experts working for leading managers in the region had a number of tough decisions to make when coming up with this year's winners

11/29/2017

Offshore wealth management software provider inks cyber-security tie up

“The Panama Papers was a result of a security breach and it is clear with the recent Paradise Papers that the industry has failed to learn the lessons of the past. Given the nature of sensitive data that private banks and wealth managers have acces

11/29/2017

Offshore Wealth Management Sees Adjustments With CRS Rule

The Offshore Wealth Management Market Is Undergoing A Significant Adjustment

11/24/2017

Premier to join industry leaders at BDA London forum

Overseas presenters include Richard Hay of Stikeman Elliott, London; Siân Hill of KPMG UK; and Samantha Morgan of RMW Law.

11/23/2017

Vistra Cycle from Bristol to the BVI

Vistra is hoping to raise at least £2,500 from this challenge to top up the £205,500 they have raised to date.

11/21/2017

Jersey Wins International Finance Centre Award

Its credentials as one of the world’s leading international finance centres.

11/20/2017

Monaco builds into the Med to house new throng of super-rich

The tax haven has a luxury housing crisis – it doesn’t have enough land for the 2,700 multimillionaires forecast to settle there over the next decade

11/20/2017

JTC supports unique supermarket investment company listing

JTC’s London office is providing company secretarial, corporate governance, fund accounting and administration services.

11/19/2017

Mauritius Acquisition Boosts Sanlam’s Pan-Africa Strategy

Sanlam Group, Sanlam Trustees International Forms An Important Part Of The Pan-African Expansion Strategy Of Sanlam Private Wealth Africa

11/19/2017

What does tomorrow’s wealth management look like?

People’s schedules have become busier

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