09/21/2015
How does financial education help businesses? An interview with Jeanette Makings by Penny Lovell
One of my favourite quotes in business at the minute comes from Richard Branson: “If you look after your staff, they'll look after your customers. It's that simple.”
09/21/2015
The Seventh Rule of Investing: Discipline and Co-ordination by Justin Urquhart Stewart
In this series I have deliberately avoided any of the rules around trading and short term investing.
09/21/2015
NCB Capital Markets Establishes Eastern Caribbean Beachhead
It gives the investment company a toehold in the eastern Caribbean under what appears to be a measured strategy to expand the brand regionally.
09/18/2015
Credit Suisse Seeks to Build Luxembourg Hub as EU Gateway
Pictet and Lombard Odier, Geneva’s two largest private banks, are also expanding their base in Luxembourg.
09/18/2015
HSBC Middle East to move head office to Dubai from Jersey
Move will not affect its customers or regulatory relationships in other countrie, says bank
09/18/2015
Under the slogan BVI Forward, officials launched an initiative to implement 10 reforms aimed at maintaining the territory’s status as one of the world’s leading offshore finance centres.
09/17/2015
The board represents the assets of a number of Gulf and Asian ruling families and ultra-high-net-worth investors
09/17/2015
Independent fund and corporate services provider to open new offshore office
Plans to offer a range of governance services to the international funds community with the office, scheduled to open before the year’s end.
09/17/2015
FinanceMalta was established in 2007 as a public-private partnership with a two-pronged remit: to strengthen Malta’s financial services brand through a comprehensive promotional programme and to create networking opportunities for its members...
09/16/2015
Bermuda Trust Companies Honoured In London
The STEP awards demonstrate the quality and experience of our Island-based trust firms and the high regard they are held in globally.
09/16/2015
Butterfield named trust company of the year
This award affirms that that approach, and the quality of the solutions we’re able to offer are best-in-class.
09/16/2015
The ugly side of wealth management
Like medieval medicine, the success rate of active fund management is based mostly on faith rather than scientific fact.
09/16/2015
Malta has come a long way as a fund jurisdiction since it joined the EU in 2004.
09/16/2015
Elian product launch supports enhanced governance for international groups
It will appeal to both corporate and private wealth structures, providing a cost-effective tool for enhanced corporate governance through reduced operational risk.
09/15/2015
Golden facts on financial advice: Staying one STEP ahead
I heard an excellent new word this week; infobesity. It means the sheer quantity of information available makes decision-making more difficult.
09/15/2015
Keeping its power dry - St. James's Place Market Bulletin
Last week, members of the Monetary Policy Committee (MPC) found themselves once again to be largely of one mind on the question of interest rates, as members voted 8–1 for no change to the Bank of England rate of 0.5%. The pound rose slightly after
09/15/2015
Turks and Caicos Islands launches London office
The London office will also be the source for first hand information for the Diaspora living in the UK and Europe.
09/15/2015
Bermuda trust company wins Step award
The Step private client awards, now in their tenth year, highlight innovation and excellence among private client lawyers, accountants, bankers
09/13/2015
Excellence is at heart of everything we do - Dermot Hamill, Canaccord Genuity Wealth Management
This year the company is sponsoring the award for Business Person of the Year.
09/13/2015
McKinsey warns European private banks over fees
The upcoming Markets in Financial Instruments Directive is likely to ban wealth managers from receiving inducements (retrocessions) from product providers within discretionary mandates.