02/15/2018
Butterfield expands and posts record profit
These strong results were driven by our specialized banking and wealth management businesses that generate consistent fee income
02/14/2018
Maitland expands private client business into Guernsey
The new licence sees former Partner of Maitland Advisory LLP (the group’s London law firm), Iris Harvey, take on a new role as Director of Private Client Services for Guernsey.
02/09/2018
Old Mutual Wealth and Old Mutual International have both launched an excess income trust solution and online tool to help advisers offer a simple and tax efficient way to pass on wealth.
02/07/2018
The group, which provides a forum for the global private client community to connect, do business and access new market opportunities, hosts events at high-profile venues
02/07/2018
The Awards are judged by an international panel of practitioners drawn from all private wealth sectors
02/07/2018
Offshore specialist in Middle East and Africa expansion
Manages assets worth more than USD 150 billion.
02/07/2018
The rich may be feeling exposed by changing banking practices.
02/05/2018
The office will be located on Gartenstrasse 23, 8002 Zürich.
02/01/2018
The head of office, Nigel Crawford, said: “I am delighted to have been at the helm of the Belfast office over the past decade.
01/31/2018
The results also show that the Brooks Macdonald Group as a whole added more than £1.2bn in discretionary FUM during the half year to end the period at £11.7bn, an increase of 12.3 per cent.
01/29/2018
The Ivy Trust is named after the daughter of Shelley Samson and Colin Samson who was stillborn in 2012.
01/29/2018
Jersey’s reputation as a leading centre for private wealth management has been highlighted for the sixth time, being named ‘International Financial Centre of the Year’ in the annual Citywealth IFC Awards.
01/26/2018
Private office service provider expands into Nordics
The opening of Vistra Sweden marks a milestone for the firm as they take their first step into the Nordic region.
01/26/2018
The positive development seen in net new money during the first half of 2017 also continued during the second half of the year.
01/26/2018
The awards, set up seven years ago, highlight the excellence of advisers and managers in the private wealth sector within the major international financial centres.
01/25/2018
UBS and Nordea Bank have reached an agreement for the acquisition of part of Nordea’s Luxembourg-based private banking business
01/24/2018
Deloitte and Bedell Cristin acted as advisors to Ocorian in this transaction.
01/12/2018
Fully owned by the leading Italian investment bank Mediobanca, Monaco’s CMB is among the world’s true private-banking luminaries.
01/10/2018
The combined specialisms will be invaluable to our clientele and together
01/08/2018
RBC Wealth Management International’s fiduciary services division is planning to expand in 2018 through the deliberate and targeted recruitment of directors with specific books.