11/17/2023
Primary wealth management considerations for under 35s include: greater focus on sustainable and impact investments, greater interest in digital assets, and popularity of digital platforms.
11/17/2023
Citywire, a financial media company offering news and analysis for financial professionals, compiles an annual list of the UK’s leading fund selectors, which is now in its 12th year.
11/17/2023
Chris is an integral part of the team
11/17/2023
Our diverse growth strategy continues to enable a strong set of results.
11/16/2023
They recognise the excellence of young professionals in furthering their career through their ambition, leadership qualities and communication skills.
11/16/2023
Inclusion reflects the firm’s ongoing strategy to enhance and expand its global proposition for individuals and families
11/15/2023
The entity's online client portal, which has been steadily growing in users, affords clients convenient access to their portfolio information and critical market updates to empower them to make informed investment decisions.
11/15/2023
There is a direct correlation between engagement and profitability.
11/15/2023
ZEDRA will welcome 59 employees who have been providing trust, corporate, marine and aviation, and family office administration services through its offices in the Isle of Man, Geneva and London.
11/14/2023
Throughout these past 70 years, our business has transformed, growing from a successful local player in Luxembourg to the leading global business we are today.
11/08/2023
In the last 21 months, our business has grown from 16 to over 20 offices
11/07/2023
Saffery Trust opened in Guernsey more than 45 years ago and also has offices in Cayman, Dubai, Geneva, and Zurich.
11/03/2023
To combat any issues stemming from this, he recommended wealth holders “surround themselves with advisers that are able to give them a global approach.
11/02/2023
The opening of an Abu Dhabi office follows our launch in Dubai earlier this year
10/31/2023
This Level 6 certification demonstrates Will’s exceptional understanding of the principles of private client investment advice and how those principles are integrated into the exemplary support he provides.
10/24/2023
According to Fitch, the upgrade of the long-term IDRs assigned to Leonteq reflects the material progress made to grow the franchise
10/20/2023
The winners are not always the biggest institutions, but rather the best—those with qualities that individuals rate highly when choosing a provider.
10/13/2023
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’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
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).