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Wealth and Asset Management

11/14/2016

Leading listings destination introduced to Singapore audience

The seminar was part of the agency’s increased focus on Asia, which includes the opening of its Hong Kong office in March 2016.

11/11/2016

Citywealth Future Leaders Awards winners announced

Points were allocated to each depending on the award and its requirements.

11/09/2016

Senior appointments for Julius Baer’s private banking team

He focuses on working with local clients and UK-resident, non-domiciled individuals.

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

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.

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