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Wealth and Asset Management

07/22/2015

Barclays shuts down accounts for expats living in Cyprus and Malta unless they hold £100,000 or more

But angry expats who have spent years as loyal customers of the bank say they feel betrayed. Many say they have been told they must have a UK-based account to receive their British state pension.

07/22/2015

Equiom celebrates multiple short listings in Citywealth International Financial Centre Awards

Leading multi-jurisdictional trust and corporate services provider, Equiom, has been short listed for three categories in the prestigious Citywealth International Financial Centre Awards 2016.

07/22/2015

Guernsey: The Answer For Affluent Asians

Asia Pacific is second only to North America in terms of the number of high-net-worth individuals (HNWIs) in the region.

07/22/2015

South African bank expands in Guernsey

Will offer clients a range of transactional and savings account with competitive rates and pricing.

07/21/2015

Old Mutual Int’l launches trust campaign for offshore advisers

Old Mutual International has launched a campaign to promote “under-utilised” trusts among offshore advisers and will launch further support tools “shortly”.

07/20/2015

StanChart restructures global business

Africa & Middle East to form part of new regional business structure

07/20/2015

It's time to reward the good behaviour within the financial services industry by PwC

In an attempt to change behaviours within the financial services industry, regulators, governments and firms have mostly focused their efforts on deterring the few that might behave inappropriately. Yet the industry continues to be plagued by scandal and

07/20/2015

Investing in the right place by Tim Price

“That men do not learn very much from the lessons of history is the most important of all the lessons of history.” - Aldous Huxley.

07/20/2015

Independent trust compan calls on Jersey trustees to encourage clients to support local charities

Independent trust company is calling on fellow Jersey trust businesses to encourage their clients to support local charities as part of their wealth management strategy.

07/17/2015

What effect the end of banking secrecy?

Ending banking secrecy in Luxembourg on January 1 2015 has had a significant effect.

07/17/2015

Scout, simplicity and the Summer Budget by Penny Lovell

This week has seen the release of Go Set a Watchman, Harper Lee’s much-anticipated sequel to To Kill a Mockingbird.

07/16/2015

Salamanca Group’s boss Martin Bellamy on post-crisis finance, superyachts and opportunities in Cuba

It’s a statement you might expect a finance boss to make without irony

07/15/2015

Summit Trust expands into the Cayman Islands

Summit, was founded in Geneva in 1999 as Close Trustees Switzerland by Daniel Martineau, Stella Mitchell-Voisin and Robin Lee Smith.

07/15/2015

Jersey's Enhance Group to open Asia office

Jersey-based investment and wealth consultancy Enhance Group said it will open a Singapore office to tap into the growth of private wealth across Asia.

07/14/2015

Nautilus calls on Jersey trustees to encourage clients to support local charities

There could be a major impact on Jersey’s charitable sector if locally based trustees encouraged their clients to support a local charity as part of their philanthropic efforts.

07/14/2015

Scotiabank to triple customer base in Panama and Costa Rica through major acquisition

This acquisition is in line with Scotiabank's strategy to increase scale within its footprint and complements its operations in Panama and Costa Rica.

07/13/2015

AGacquisitions Group has launched an offshore fund in the Bahamas

A systematic public market fund, it invests in fixed income securities and index derivatives traded via SGF Nifty in Singapore and SNP500 in the US.

07/12/2015

Want to open an overseas bank account? It's a bit harder than you might expect

The continuing speculation over Greece's possible exit from the Eurozone and the weakening effect this might have on the shared currency in the short-term

07/12/2015

Want to open an overseas bank account? It's a bit harder than you might expect

The continuing speculation over Greece's possible exit from the Eurozone and the weakening effect this might have on the shared currency in the short-term

07/10/2015

New Kleinwort Benson Investors Small Cap Investment Strategy seeded by global Multi-Manager

It is on the back of its research and a programme of back-testing that KBI has introduced a new Small Cap investment strategy, investing across the Developed Markets.

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