07/22/2024
Ogier's private wealth team in Guernsey "is pragmatic, alert to risks and engaging enough to listen to clients in order to carve the most sensible path".
07/22/2024
Each of these categories is highly contested and is subject to a rigorous process before the ultimate winner is selected by the judges.
07/12/2024
Andreas Gerber has agreed not to replace Urs Müller as head of the retail and corporate banking division, which includes private banking Liechtenstein, Switzerland and Germany.
07/12/2024
Carey Olsen has been named Offshore Law Firm of the Year at the Chambers High Net Worth Awards for the second year in a row.
07/11/2024
The Saffery Trust core values – integrity, enthusiasm, excellence, and collegiality – underpin both client service and the organisation’s employee value proposition
07/10/2024
The swing in positive sentiment suggests that investment managers are unfazed by this year’s election fever and have greater clarity on the direction of travel for interest rates and inflation
07/08/2024
The total market value of all listed securities surpassed the £700 billion mark for the first time, reaching £708 billion at the end of June.
07/04/2024
Saffery Trust Guernsey and Cayman Director, Lisa Vizia, said the firm’s success was a testament to its commitment to excellence.
07/02/2024
The leading independent fiduciary, corporate and fund services provider has made these promotions following fifteen promotions across multiple jurisdictions end of last year.
07/01/2024
The annual WealthBriefing Wealth for Good Awards program recognises the most innovative and exceptional firms, teams and individuals.
06/28/2024
This inaugural event shone a spotlight on wealth management ecosystems both in Malaysia and Labuan IBFC
06/28/2024
RF Group joins a growing list of Caribbean financial institutions to adopt ERI’s Olympic Banking System
06/28/2024
In March, TEAM raised £1.8 million in capital and is currently in advanced discussions with a strategic investor for additional funding and deeper collaboration.
06/26/2024
The addition of our shortlisting for the STEP awards is testament to the excellence and hard work
06/26/2024
The partnership will allow Oakglen to invest into qualifying smaller companies listed on the Alternative Investment Market (AIM) on each of their client’s behalf
06/25/2024
At Praxis, we continuously strive to maintain the highest standards of service, and to nurture the current and future generations of practitioners.’
06/24/2024
AI is also playing an increasingly important role within the wealth management industry.
06/21/2024
This partnership brings together the expertise of two industry leaders to empower businesses with the resources and support they need to thrive in today’s competitive landscape.
06/21/2024
A lawyer by training, Heather has featured in ePrivateclient’s 50 Most Influential List for five consecutive years and has been the recipient of a number of other prestigious awards and accolades.
06/19/2024
The acquisition of FFP forms part of this strategic initiative focused on the provision of a suite of specialist services designed to ensure effective management, oversight and decision-making within the Group’s client base.