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Wealth and Asset Management

10/09/2017

Equiom enters Monaco yacht services market with double acquisition

The seven staff from DF Corporate Services Ltd will join Equiom Malta staff in a new office towards the end of the year.

10/05/2017

Adeem Investment and Wealth Management restructuring shortlisted for Middle East Award

The winners of the 2017 IFLR Middle East Awards will be announced at the annual dinner at the Burj Al Arab in Dubai on 18 October.

10/04/2017

SMP Partners announces expansion at launch event

He noted that the company currently employs nearly 250 people across its offices in the Isle of Man, Switzerland and Hong Kong.

10/03/2017

Estera launches in Luxembourg

It is important that we align ourselves with the Estera brand and values.

10/03/2017

Bahamas Takes Step To Boost Its Presence

Topics discussed at the conference included the Common Reporting Standard (CRS); corruption; Bitcoin; and tax amnesty.

10/02/2017

Northern Trust acquires UBS units in Luxembourg, Switzerland

Firmly Established as a Top 10 Asset Servicing Provider in Luxembourg and a Leading Administrator by Assets in Switzerland

10/02/2017

Leading Fund Administration Business Becomes Vistra

Specialising in auditing, tax consultancy, legal advisory, and management consultancy services, optegra has a staff of 120 professionals based in offices in Cologne, Hamburg and Munich

10/02/2017

JTC completes acquisition of international trust division from Merrill Lynch

The ITWS business, which will now be assimilated into JTC’s Private Wealth Services division, provides the administration of trust services for international advisory clients.

10/02/2017

Integritas Wealth Partners launches in Jersey

Has access to investment solutions through an exclusive arrangement in Jersey.

10/01/2017

The Bahamas are open for business After Hurricane Irma and Maria

The Bahamas Ministry of Tourism and Aviation continues to support recovery efforts in the southern islands and will seek to aid efforts throughout the Caribbean for those adversely impacted by these storms.

09/28/2017

Why Labuan IBFC has an edge in wealth planning for Asia

The federal territory of Malaysia itself is also becoming a pivotal player in ASEAN.

09/27/2017

Regulatory MoUs at heart of Guernsey’s 10-year development in China

China-based panellists presented evidence of this at an event marking 10 years of Guernsey’s presence in Shanghai and all cited the importance of the MoUs in facilitating business with the island.

09/27/2017

Singaporean bank considers Luxembourg base

It would be the first time a Singaporean bank has set up shop in the Grand-Duchy.

09/27/2017

Seven Investment Management to expand offshore

We are in the process of completing our various regulatory applications and intend to open an office in Jersey in early 2018 -

09/20/2017

SGG to sponsor STEP Benelux Conference

The team has been reinforced by the appointment of Pascal Rapallino as SGG’s Group Private Clients Solutions Leader.

09/19/2017

Depth, breadth and quality of Guernsey's financial services lauded

Eighty attendees learned about the benefits and solutions provided by Guernsey structures for their businesses or clients during a panel discussion at ‘Ganbei Guernsey’ – held at the Hong Kong Bankers Club.

09/19/2017

Mystery as tens of thousands of euros are flushed down the toilet at UBS bank in Geneva

There must be something behind this story.

09/18/2017

SMP Partners to expand in Cayman

We will work closely with CNT to ensure a smooth transition of the book of business over to SMP.

09/18/2017

'The Last Cowboy of Wall Street,' Spearheading A Hurricane Irma Relief Effort in Virgin Islands, His Adopted Homeland

In the immediate aftermath of Irma, Bill chartered a jet full of generators, chainsaws and critical need medical supplies.

09/18/2017

New licence enhances SANNE’s European funds capability

The granting of this licence to SANNE highlights our credentials as a trusted provider of administration services.

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