06/07/2017
Estera continues expansion plan with acquisition
Mark Huntley, CEO of HFSG, commented on the acquisition: ‘This transaction marks a significant development for Heritage, our clients and employees.
Wealth and Asset Management
06/07/2017
Guardian Wealth unveils ‘client journey re-brand’
The new operation, which involves “upgrades” to the business model, will be headed up by Mike Coady, GWM’s chief commercial officer, the company said in a statement.
06/02/2017
What every HNW needs to know about offshore trusts
The panel started with Hales, who gave a general introduction.
05/31/2017
Nedbank Private Wealth wins International Bank of the Year award
These awards are judged and selected by a balanced blend of industry experts
05/30/2017
Cayman artists showcase works at City of London event
“It is fantastic to be able to stage this exclusive collection of Cayman art to mark our anniversary in this way
05/30/2017
In Defense of Offshore Trusts
Some countries’ asset protection trusts have been characterized as a form of morally dubious economics stimulation.
05/28/2017
Harneys is supplier to Team France in America's Cup
The America’s Cup is a momentous occasion for Bermuda which puts the island on the international stage
05/27/2017
Brooks Macdonald duo named in Citywire Top 30 Under 30 list
Having qualified as a private client manager in 2014, Oliver joined Brooks Macdonald two years ago.
05/26/2017
JTC adds Isle of Man presence with Merril Lynch acquisition
The CEO expressed his delight at concluding this deal
05/25/2017
Standard Bank celebrates 25th anniversary in the Isle of Man on Africa Day
Both in the Island and across the African continent, the business provides a wide range of banking and wealth management services to private indviduals and corporates.
05/24/2017
Estera CEO and Group Directors Recognised on Citywealth Leaders List
The Leaders List is the result of an ongoing year-long programme of peer recommendation and verification.
05/24/2017
STM considers Qrops ‘buying spree’ as European units downsized
In response to changes imposed by the UK budget on the costs of transferring certain pensions to a QROP, management was quick to launch the International SIPP from its UK SIPP business as an alternative product to the Gibraltar or Malta based QROP proposi
05/23/2017
Fund Administration changes hands
It provides services and administration to around $7 billion in assets.
05/23/2017
Wealth structuring and administration solutions firm re-brands globally
With clients in 115 countries, the international corporate, private client and funds business has created a fresh, universal image, which will help it to deliver on its global growth ambitions.
05/22/2017
Monaco-based private bank closes London arm
CMB Wealth was launched in 2015 by ex-Coutts investment director Julian Soper and Savio Figueredo, formerly a director at Barclays Wealth & Investment Management.
05/22/2017
Barclays set to create 100 jobs as it steps up private banking push
Move comes three years after lender aborted first expansion plan in private banking.
05/22/2017
Barclays to hire “relationship managers” in Geneva, Monaco, India, Dubai, Jersey, Guernsey and the Isle of Man
It missed its growth targets and the private-banking arm was folded into the wealth-management business in 2014.
05/22/2017
New York event highlights Bermuda’s role in global economy
Our company is always looking for ways to give people the information they need to make smart decisions and fuel growth
05/20/2017
Monaco’s Rosemont adds Andorra outpost
The new business is known as Rosemont Services Andorra SL, and it joins a list of other Rosemont International outposts under the Rosemont name in Hong Kong.
05/16/2017
Butterfield responds to fears over jobs
The job of the Bermuda Government is to stand strong for Bermudian workers and create Bermudian job