12/15/2023
It now delivers bespoke investment management and financial planning catering to the evolving needs of higher net worth individuals, corporate investors, and financial services intermediaries on the island and in Dubai.
12/14/2023
These awards are crafted to highlight outstanding organisations categorised by their specialisation and geography.
12/14/2023
Showcasing ‘best of breed’ providers in the global private banking, wealth management and trusted advisor communities
12/13/2023
These awards are so beneficial as they give organisations and individuals the opportunity to clarify their strategic thinking
12/13/2023
Joe Moynihan, CEO at Jersey Finance, was recently featured in an online article for Citywealth, discussing new initiatives and developments in Jersey in 2023 and looking ahead to 2024.
12/11/2023
Launched last year, the awards celebrate success amongst the wealth management community across Jersey and Guernsey and are part of an established global programme recognising excellence in many of the world’s wealth management centres.
12/11/2023
The annual awards are focused on the wealth management industry, and winners are selected by a distinguished panel of independent judges for performance, innovation, and excellence.
12/08/2023
It is the first such collaboration between the two and has been driven by the resurgence of the Japanese economy
12/07/2023
Winners are selected based on the recommendations of a panel of judges, combined with votes from clients and industry peers.
12/07/2023
The firm is registered and operates in Bermuda, and has a substantial presence in Singapore and Hong Kong, where they oversee the business globally.
12/07/2023
A good starting point if the assets have disappeared is to first to investigate the affairs of the possible rogue fiduciary and other closely connected persons.
12/06/2023
Steve Gully, director at Alex Picot Trust, was one of a number of Jersey trust professionals invited to provide insights into this hot topic for an editorial piece.
12/05/2023
Bank Enters into a Deferred Prosecution Agreement for Criminal Misconduct and Agrees to Pay More Than $122.9 Million
12/04/2023
The agreement is part of moves to promote Bermuda as a prime jurisdiction for family office business, an area of financial services that Bermuda wants to develop.
12/04/2023
The primary pathway to attaining full membership in STEP involves successfully completing exams and obtaining a diploma.
12/01/2023
The mechanisms by which the establishment of a trust or an apportionment of trust assets can be invalidated are, absent demonstrating the existence of sham, very limited.
11/27/2023
The impact of high inflation will still be felt next year
11/24/2023
The transaction is subject to various closing conditions and final regulatory approvals and is expected to complete during Q1 2024.
11/24/2023
This award serves to underline Crestbridge’s proposition in the Middle East market
11/22/2023
David Hudson, CEO at Suntera Global, also presented the ‘Leader of the Year’ Award at the ceremony