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.
Wealth and Asset Management
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.
03/01/2017
ZEDRA Jersey is nominated for the highly contended Independent Trust Company of the Year
The WealthBriefing Awards are amongst the most prestigious within the industry.
03/01/2017
Multi Family Office shortlisted for two international awards
These awards will recognise the very best operators in the private client industry
03/01/2017
CIBC FirstCaribbean helps startup entrepreneurs
CIBC FirstCaribbean is one of the first corporate entities to support Ten Habitat in this effort.
03/01/2017
Carlyle Group exits from Butterfield Bank
It was always expected that Carlyle would move on after five to seven years.
02/28/2017
Odey founder heads Guernsey Funds Forum lineup
The first panel session, entitled ‘Mountains of money’, will focus on the low return rate environment, the risks of holding cash and the influences on fundraising and investment execution in the light of Brexit.
02/28/2017
Staff Satisfactiion Puts Nedbank Private Wealth And Nedgroup Trust On 2017 Sunday Times Best 100 Listing
The results are taken direct from the people whose hard work builds the success of their business, whether they are bankers, designers or shop assistants.
02/27/2017
Equiom’s hat-trick success at Citywealth IFC Awards
This is now the third consecutive year that Equiom has been named Trust Company of the Year for the Isle of Man.
02/21/2017
Monaco Welcomes a New Vistra Office and the Launch of Vistra Private Office
They will have access to a team of experienced Vistra professionals, based in all major jurisdictions
02/20/2017
Northern Trust to Acquire Fund Services Units of UBS
Northern Trust has operated in Luxembourg since 2004, and the transaction will make Northern Trust a top 10 asset servicing provider in terms of assets under administration.
02/17/2017
Swiss banks face withdrawals due to tax clampdown
Those who decline to participate in amnesty programmes often have to move their accounts.
02/17/2017
Clive Dixon's award delight
Mr Dixon said: ’It is unquestionably a great honour to be included in the UK and Crown Dependencies Honours List.