03/30/2017
Hargreaves founder backs UK fund manager launch
A lot of the medium-sized wealth management firms have disappeared or upscaled in this increasingly difficult regulatory environment.
Wealth and Asset Management
03/29/2017
Equiom makes landmark move into UK
Sixty-four staff members will join the Equiom team with immediate effect and the company will begin the process of rebranding to Equiom in April 2017.
03/29/2017
Butterfield to Announce Q1 Earnings on 25 April 2017
Butterfield executives will also host a conference call for investors to discuss Q1 results
03/28/2017
The Many Hats of the Modern Wealth Manager
The research reveals that to counter the challenging market conditions, younger investors are turning to proven asset protection and investment structures – like life assurance – to safeguard their wealth.
03/28/2017
Salamanca Group announces Trust & Fiduciary management buyout
The business has grown to administer and oversee US$10 billion of financial and non-financial assets, on behalf of wealthy families around the world.
03/27/2017
Year-on-year growth for Guernsey funds sector
“It is encouraging to see strong annual growth in Guernsey’s funds sector,” said Guernsey Finance Chief Executive Dominic Wheatley.
03/22/2017
Brooks Macdonald Channel Islands subsidiary reports half-year double-digit growth
The results show that Brooks Macdonald Group as a whole added over £1bn in discretionary FUM during the half year and achieved organic growth of £332m or 4 per cent over the half year.
03/20/2017
240-year-old private bank introduces expat lending service
Has launched a service for British expats offering cross-border private banking and cross-currency mortgages.
03/20/2017
ZEDRA lights up Singapore with new office opening
The launch marks a new stage for ZEDRA in Asia.
03/16/2017
MCB Capital Markets advises SGG Group on the acquisition of Cim Global Business
The transaction is expected to complete in Q2 2017 and is subject to regulatory and shareholder approval.
03/16/2017
Guernsey makes further captive moves into China with Beijing MoU
Deputy Director Hu said he was honoured to receive a delegation from Guernsey.
03/16/2017
Ex-banker offers lifestyle concierge service
Now she has founded MacroAdvisory, a personal financial and lifestyle concierge, to help people manage their estates from under one roof.
03/15/2017
Popular event marks Exchange’s launch in Isle of Man
Mr Moulton welcomed guests to the event and he was joined by Treasury Minister Alf Cannan, MHK.
03/15/2017
Jersey Finance and JFA welcome new fund product launch
Streamlined funds regime welcomed as enhancing Jersey’s competitiveness
03/14/2017
Guernsey firms encouraged to demonstrate expertise at STEP awards
Miss Vizia joins a panel of 17 judges from around the world, who are each expert in their own fields
03/12/2017
Great start to Loro Piana Caribbean Superyacht Regatta and Rendezvous
A mere 22 seconds separated the two superyachts on corrected time.
03/09/2017
Royal Bank closes 40 accounts following internal Panama Papers probe
While the bank notes that there's no evidence that any of those companies were doing anything illegal
03/07/2017
UBS Said Seeking to Pay Below $317 Million in French Tax Case
The Swiss bank is looking to pay less than what it cost to resolve the German case
03/03/2017
Jersey Chief Minister makes official visit to Africa
Jersey is also a significant source of high-quality capital that's essential to meeting Africa’s investment needs and long-term development.
03/03/2017
Canaccord Genuity Wealth Management acquires Duncan Lawrie’s Isle of Man clients
We look forward to welcoming our new clients on board and providing them with the exceptional quality of service and investment offerings that we are known for.