08/15/2014
The largest investor backed the venture with £5m, although the majority were smaller investors with between £10,000 and £30,000, and are understood in part to be the clients of UK-based IFAs and wealth managers.
08/14/2014
Wealth management is booming, but business is about growing profits, not just revenues
08/14/2014
The catalyst has been the US Foreign Account Tax Compliance Act (Fatca), which was passed in 2010 in the wake of the tax evasion scandal
08/13/2014
The Jersey Evening Post published my letter today putting the context around our good neighbour approach to contrived and abusive tax schemes.
08/13/2014
Guernsey providers are well versed in the traditional single family office
08/13/2014
His Excellency Liu Xiaoming, who was in Jersey from 11 to 14 August, visited Jersey Finance’s offices to hold a roundtable discussion with senior finance industry representatives on Tuesday 12 August.
08/12/2014
The island has, over the years, responded to client needs, preferences, and sophistication in the provision of financial services generally
08/12/2014
We all know that Panama has a privileged geographical position, nestled between the two America’s and a stone’s throw away from the Caribbean.
08/12/2014
Bahamian regulators established this category of funds where qualified investors and managers enjoy some flexibility in the supervision by purporting to know the type of risk in which they invest well.
08/11/2014
Senator Philip Ozouf and John Harris are the latest big names to confirm they will be speaking at the businesslife.co Jersey Funds Forum 2014: The Global Perspective.
08/08/2014
The Citywealth International Financial Centre Awards recognise excellence in the private wealth sector in major international financial centres.
08/07/2014
Here is a highlights review of recent Guernsey private wealth news and details of our upcoming events.
08/06/2014
Butterfield Q2 earnings rise
Butterfield Bank reported a rise in earnings in the second quarter and for the first six months of the year.
08/06/2014
I'm not entirely sure how it all happened so fast, but 2014 is half done already and here I am writing the August column.
08/06/2014
A spokesperson added, “This collaboration has resulted in the introduction of modern trust legislation, making Bermuda more competitive.
08/05/2014
HSBC Bank Malta p.l.c. reported a profit before tax of ?40m for the six months ended 30 June 2014
08/05/2014
The Turks and Caicos Islands are enjoying an economic comeback.
08/03/2014
Malta has a history of attracting foreigners to its shores as a country of residence for a multitude of reasons.
08/01/2014
Once was a time when what was Swiss was as clear as an alpine lake.
08/01/2014
At least £122bn of property in England and Wales is held through companies in offshore tax havens where ownership is difficult to trace, a Financial Times analysis of Land Registry data has found.