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.
Wealth and Asset Management
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
11/19/2017
Luxembourg-based private bank denies any plot against Qatar
The article is based on documents that belonged to the United Arab Emirates (UAE) ambassador to Washington, Youssef Al-Otaiba.
11/15/2017
Most Wealth Managers Are Not Knowledgeable When It Comes To Private Placement Life Insurance
PPLI And Private Placement Variable Annuities Can Be Very Powerful Ways For Affluent Individuals To Grow Their Wealth
11/15/2017
Shortage of New Homes Sends Monaco’s Luxury Prices Soaring
A new report finds them clocking in at €53,000 per square meter.