08/21/2015
Equiom’s Sheila Dean and Team Colleagues are Citywealth Leaders
It includes nine categories of leaders, three of which feature Sheila; ‘Top 20 Women in Wealth Management’, ‘Power Women’ and ‘Trustee
Wealth and Asset Management
08/20/2015
Diary of a tax advisor: Working with wealth managers
KPMG private client advisory partner Jo Bateson on the challenges and opportunities of working with wealth managers
08/20/2015
The critical importance of the Cayman Islands to the U.S. economy
All of this speaks to the critical importance of the Cayman Islands
08/19/2015
S’pore bankers rattled by chase for undeclared funds
Singapore has committed to automatically start sharing information with foreign tax authorities from 2018
08/19/2015
RBS agrees to sell Luxembourg fund Business
The sale of the state-backed bank’s Luxembourg-domiciled fund governance business, called RBSL, for an undisclosed sum is at a significant premium to book value
08/19/2015
New challenge for Singapore banks
Bankers rattled by Asia moves to chase undeclared wealth
08/19/2015
34 jobs going at Santander Private Bank in Jersey
It means the current workforce of 102 will be reduced to 68.
08/18/2015
Guernsey – Offering A Gateway To The UK For Chinese Clients
Guernsey has an investment sector with almost US$0.5 trillion worth of funds under management and administration.
08/18/2015
Marcus Hinkley comments on the private wealth market in Singapore
The article, written by Claire Coe Smith, looks at Singapore as the world's fastest growing wealth management hub and the reasons behind its rapid expansion.
08/17/2015
Malta home to 35 foreign Ultra-High-Net-Worth Individuals and two billionaires
The other billionaire remains a mystery.
08/17/2015
The Swiss black hole closes (Part 2)
Switzerland had long held on to to its right to maintain secrecy in this and other instances, claiming client confidentiality.
08/16/2015
Not to be taken with a pinch of salt: the impact of families and their businesses by Penny Lovell
It’s not just recipes in the area that have been influenced by families.
08/14/2015
OECD clarification reinforces Guernsey's fund domicile position
Representatives of Guernsey's government, the regulator and industry bodies have been working together to inform EU and EEA authorities of Guernsey's position in the OECD.
08/12/2015
Amicorp opens own office in The Bahamas
We provide the registered office and act as registered agent for all new incorporations and companies
08/11/2015
Asset allocator with Quilter Cheviot Jersey
The open-architecture, multi-asset class approach starts with an independent team of research analysts who formulate their own views on equity sectors, and a large team of collective fund analysts.
08/11/2015
Nikko Asset Management looks to Ireland for fund admin
All domiciled in Cayman, which collectively account for $2.7 billion in assets under management.
08/10/2015
Exposed: the rip-off investment 'advisers’ who cost British expats billions
A Telegraph Money investigation has found British savers living abroad are being charged up to seven times more for financial advice than they would in the UK
08/10/2015
Guernsey’s neighbours become more than just good friends
The business is now called Ravenscroft, after Jon Ravenscroft, its founder and chief executive
08/10/2015
Why Billionaires Are Flocking To Antigua and Barbuda
With a popular citizenship-by-investment program, the Caribbean’s twin island state of Antigua and Barbuda is becoming the new billionaires' playground.
08/10/2015
EU confirms its endorsement of Guernsey
The EU Commission has confirmed its continued endorsement of Guernsey as a cooperative jurisdiction following a meeting between officials in Brussels.