10/20/2023
World's Best Private Bank Awards 2024
The winners are not always the biggest institutions, but rather the best—those with qualities that individuals rate highly when choosing a provider.
Wealth and Asset Management
10/13/2023
Panellists Announced for Guernsey’s Private Wealth Forum
The panel is highly experienced in working with family offices, multi-jurisdiction families, complex holding structures and complicated trust and estate disputes.
10/13/2023
HSBC Trust and Fiduciary Services wins prestigious Award
HSBC’s Trust and Fiduciary Services business is part of the Bank’s Global Private Banking division, and offers a broad range of succession planning solutions to help families manage their wealth needs.
10/13/2023
Canaccord stockbroker receives top industry award
The President’s Award is presented by the local branch of CISI to the best performer over the year, across two sittings, for the Private Client Investment Advice and Management exam in Jersey (PCIAM).
10/10/2023
Odey Wealth Management to be shut down
UK and Guernsey-based
10/10/2023
IQ-EQ shortlisted for ‘Best Company to Work For’ in the Belfast Chamber Business Awards 2023
Spanning 21 categories, the awards recognise everything from international businesses to city eateries.
10/10/2023
Societe Generale PB and Kleinwort Hambros launch art advisory service
Societe Generale Private Banking and SG Kleinwort Hambros have announced the launch of an art advisory service.
10/09/2023
Why RBC Wealth Management is Underweight in credit in the UK and Europe & neutral in Gilts
Maintaining hiking optionality is pragmatic for the central bank, in our view, as the risks of upside surprises in inflation data remain.
10/09/2023
Hawk Group expands presence with acquisition of Albion Lending
This acquisition represents a pivotal moment in our journey
10/06/2023
Chris named in ‘Citywealth Next Gen Top 40 Under 40 2023 Listing’
In addition to his director role, Chris is also a committee member of the Jersey Stroke Support Charity and father of five children.
09/22/2023
Ocorian employee named in 2023 NextGen Leaders list by eprivateclient
The aim of the listing is to identify, recognise, promote and introduce the leading young private client practitioners in the profession.
09/15/2023
Cayman Islands to open Singapore office to lure Asia’s wealthy
Caribbean territory lays out ‘red carpet’ to attract hedge funds and family offices from region
09/15/2023
'Swiss authorities are playing catch-up on financial crime reforms'
They also seek to shift the responsibility for that task onto the shoulders of the private sector, which will be under new duties to flag risks and bolster scrutiny of legal structures.
09/14/2023
Local Associate Director also named in NextGen list
Alongside his role at Saffery Trust, he is also Deputy Chair of the STEP Committee in Guernsey.
09/13/2023
Crestbridge Family Office Services’ professional recognised in national Future Leaders list
Danielle has 13 years’ multi-jurisdictional experience in the finance industry.
09/12/2023
Fostering Collaboration: Business and Philanthropy Working Together
The aim is to raise up to US$1 billion over ten years for women fund managers, funds which will then be invested in high impact businesses and projects across Africa.
09/12/2023
JTC Named As Finalist In The 2023/24 Step Private Client Awards
Open globally to firms in the sector, these awards are said to be the hallmark of quality within the private client industry.
09/12/2023
Channel Islands feature strongly in Citywealth IFC 24 Awards
Jersey and Guernsey figure prominently again in this year’s shortlist, both nominated for the IFC of the Year Award.
09/08/2023
JTC Shortlisted Twice In The 2024 Citywealth IFC Awards
JTC won one of these accolades, ‘Trust Company of the Year – Caribbean’, at the 2023 IFC awards.
09/05/2023
TISE announces record turnover for H1 2023
Record turnover of £5.2 million despite the continued macro-economic headwinds