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Wealth and Asset Management

04/11/2025

19 long-service awards celebrated at Saffery Trust

With just over 100 employees in its Guernsey office, 63% of the team have now been with Saffery Trust for between five and 40 years.

04/10/2025

America's wealthiest see Channel Islands as 'attractive' place to move money, financial bosses say

With the stock markets spooked, leading to their worst day since the pandemic, there are American fears that restrictions could stop the country's wealthiest from moving money overseas.

04/08/2025

Praxis Returns to Fund Administration in Jersey Following Regulatory Approval

The operation in Jersey complements Praxis’ existing fund administration services in the Middle East

04/01/2025

Union Bancaire Privée completes acquisition of SG Kleinwort Hambros, strengthening UK presence

All UBP London-based teams will move into a new office in Marylebone later this year.

03/31/2025

Jersey’s International Standing Recognised with WealthBriefing Best IFC Award Win

The awards, now in their thirteenth year, commend companies, teams and individuals across a broad range of financial services in the European private banking, wealth management and trusted adviser sectors.

03/31/2025

Kim Sgarlata wins Chief Executive Officer category in WealthBriefing European Awards 2025

The WealthBriefing European Awards recognise and celebrate the exceptional talent within the wealth management sector.

03/26/2025

IQ-EQ achieves STEP Employer Partner Platinum accreditation across Crown Dependencies

The STEP Employer Partnership Programme is a widely respected benchmark for organisations that invest in their people and clients.

03/24/2025

TISE reports record turnover, profit & EPS for 2024

The International Stock Exchange (TISE) has reported record turnover, profit and earnings per share for 2024.

03/17/2025

Fairway Group sees eight team members secure Management Development Accreditation

The accreditation is recognised by The Institute of Leadership and Management (ILM).

03/10/2025

Crestbridge Family Office Services builds on support for Youthful Minds with donation

Crestbridge FOS recently pledged to support Youthful Minds as part of its ongoing commitment to the local community for 2025.

03/07/2025

Ogier stars shine with three Gold wins at 2025 Citywealth Powerwomen Awards

The Citywealth Powerwomen awards – now in their 14th year – champion women in the wealth sector from all over the world and highlight the female leaders of today and tomorrow.

03/07/2025

Cayman Islands Foundation Companies as Private Trust Companies

A Foundation Company in the Cayman Islands is a unique hybrid entity that combines features of both traditional companies and trusts.

03/04/2025

Boston Multi Family Office acquires Aqua Group

Boston Multi Family Office was founded in 2002 as a single family office

03/04/2025

Why Family Offices choose The Cayman Islands

When it comes to jurisdiction shopping, families are looking for a balance between robust yet straightforward regulations and enhanced net returns.

02/26/2025

SG Kleinwort Hambros Charity Donation to FREEDA

It is SG Kleinwort Hambros incredibly generous donation of £45,000 that has enabled us to accelerate our plans

02/25/2025

Naomi Rive named in Private Client Global Elite Directory 2025

Established in 2017, the Private Client Global Elite Directory is a prestigious annual publication that honours outstanding private wealth professionals within the industry.

02/24/2025

Canaccord Genuity Group announces the completion of its acquisition of Brooks Macdonald Asset Management

The acquisition represents an important strategic addition to the Company's operations in Guernsey, the Isle of Man, and Jersey.

02/21/2025

Brookfield Wealth Solutions Announces Year End 2024 Results and Declares Quarterly Distribution Increase

This distribution is identical in amount per share and has the same payment date as the quarterly distribution announced

02/20/2025

Evelyn Partners International relocates to new office in St. Helier

Team in Jersey bolstered with flurry of new hires

02/20/2025

Maximising wealth management: The benefits of Guernsey Private Investment Funds

With Guernsey’s well-established financial sector, PIFs present an opportunity for tailored investment solutions that align with both current market trends and long-term wealth strategies.

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Heather Bisbee appointed to top finance role at Trebuchet

06-03-2026

Amendments to Jersey’s Companies Law Come into Force

06-03-2026

Guernsey funds legal and regulatory update – June 2026

06-03-2026

Key US Acquisition and New Identity Signal Crestbridge’s Strategic Ambition

06-04-2026

Islands show a united front on beneficial ownership

06-04-2026

Higgs & Johnson Welcomes Newest Partner

06-03-2026

PKF Channel Islands Announces Partner Promotions

06-04-2026

Proposed island GST to be set at 3%, says Treasury lead

06-04-2026

Corient Completes Acquisitions of Stonehage Fleming and Stanhope Capital Group

06-10-2026

Strengthening Private Capital & Trusts offering in Guernsey with Jennifer Morries

06-10-2026

Highvern and Permian to acquire Oak Fund Services in Guernsey

06-10-2026

Dart targets next generation of Caymanian property professionals

06-10-2026

Malta Bankers’ Association reappoints Kenneth Farrugia as Chair following AGM

06-10-2026

Halkitis defends VAT cut on food, says policy will ease cost pressures not raise prices

06-10-2026

Appleby Advises Vitruvian Partners on Strategic Co-Investment in Walkers Professional Services

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Luxembourg Governance Services Newsletter – Q2 2026

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