08/22/2016
Wealth managers to see hit on back of multiple market changes
Wealth managers can improve profitability by focussing on reducing costs and better managing clients.
Wealth and Asset Management
08/19/2016
Why the STEP Private Client Awards stand out, from a judge’s perspective
“The judges were given a significant amount of ‘homework’ to get through"
08/19/2016
Cyprus offers Thai investors EU citizenship
Competitive deals over its EU counterparts include lower capital-gains tax and lower minimum capital
08/19/2016
Rebranding of Orangefield to Vistra: Relocation of Amsterdam Offices
The new, increased Vistra team in Amsterdam has relocated to larger offices in the heart of the international business centre.
08/18/2016
Four at Saffery Champness are Citywealth Future Leaders
The list recognises the study and commitment that has enabled them to advance in the industry.
08/18/2016
Economics and the alternative funds industry - Jersey Finance
At the start of the Jersey Finance Annual Funds Conference 2016, CEO Geoff Cook sets out the big issues facing alternative funds. He discusses:
08/18/2016
Steve Meiklejohn keynote speech at Jersey Finance's Annual Private Wealth Conference 2016
Steve Meiklejohn, Partner, Ogier, presented a keynote speech at Jersey Finance's Annual Private Wealth Conference on Wednesday 27 April 2016.
08/17/2016
Chinese wealth manager sets up Jersey trust firm
Trusts offer privacy and can be used to minimise the tax impact on investments.
08/17/2016
Institutional and private client service provider establishes the first Jersey " Managed Trust Company" for a Mainland Chinese financial institution
The new ground-breaking licence was issued by the Jersey Financial Services Commission on 14 July 2016
08/15/2016
Retiring in paradise by Penny Lovell
How many of us have sat there on the last day of our holiday and reflected on how good it would be to embark on a longer term new adventure and to perhaps just stay put and enjoy the lifestyle and holiday location forever.
08/15/2016
Crestbridge features strongly in ICSA Jersey Awards Shortlist
Crestbridge has received a hat-trick of successes by being featured three times in the shortlist for this year’s ICSA Jersey Awards.
08/09/2016
Welcome to Google Wealth! by Annie Catchpole, Scorpio Partnership
Ask any wealth manager who their future competitors will be and they’ll probably say one of the big-name private banking brands or a local boutique offering similar products and services to their own.
08/09/2016
Canaccord’s going for a four-timer in top awards
Canaccord Genuity Wealth Management has also been shortlisted for the Investment Management Company of the Year Channel Islands category.
08/09/2016
ZEDRA heads the nominees for Trust Company of the Year
The IFC Awards have an established place in the wealth calendar, attracting leading professionals from prestigious firms across the globe.
08/08/2016
Swiss banks feel threatened by LatAm tax clampdown
Countries pursuing billions in unpaid taxe
08/08/2016
MALTA: SME access to financing proves banks’ significance
According to the bankers’ association, the combined assets of the seven core domestic banks were €19.8 billion at the end of 2015, up from €19.1 billion in 2014.
08/08/2016
British Army to take on Canaccord Genuity Wealth Management Guernsey Marathon as endurance training for South Pole expedition
The current military squad of 12 women will be whittled down to between six and eight in November 2016 to take on the final Antarctica expedition.
08/08/2016
The Bahamas cements its role as a leading IFC
The one thing that any successful jurisdiction needs is good access to major cities
08/05/2016
Butterfield files for proposed IPO in US
The reverse share split is necessary for the bank to meet the NYSE listing rules that require securities to have an initial trading price of at least $4 per share.
08/05/2016
Societe Generale Private Banking Hambros named the "Best Private Bank in the UK Crown Dependencies"
It recognises the talent and expertise of the local teams who have been working with High Net Worth Individuals, entrepreneurs and family offices for over 40 years.