06/03/2014
Geneva’s private banks may have to wait years before they can prospect for business in the European Union from Switzerland and service clients across borders, according to a managing partner at the city’s oldest bank.
06/03/2014
Lombard Odier Partner Says EU Will Block Swiss Offshore Banks
Almost 12 years after opening borders to EU expatriates, Swiss citizens recoiled, backing an initiative to impose limits on immigration that contravenes an EU treaty agreement.
06/03/2014
Thomas Miller on acquisition trail to build offshore assets
Isle of Man headquartered Thomas Miller Investment is aiming to make an acquisition in the UK later this year as part of the group’s focus on growth prospects in the offshore market.
06/02/2014
This year’s event will become an annual tradition
06/02/2014
Barclays puts its fiduciary services business up for sale
Barclays is working with advisers to sell its offshore fiduciary services division, according to four people familiar with the situation.
06/02/2014
New Solution Brings Together Wealth Intelligence And KYC To Enable Businesses To Meet Compliance Needs And Mitigate Risk
06/02/2014
The immigration department has introduced an on-line ready reckoner which will allow people considering applying for permanent residency to work out how many points they will get and what they would need to do to reach the now 110 point told to be granted
06/02/2014
Ivy will take over responsibility as investment adviser and distributor of the Selector Management Fund SICAV, an umbrella UCITS fund range domiciled in Luxembourg.
05/30/2014
Bahamian Firm To Penetrate New Markets Via 'Marriage'
Initiative will bring the OFS eXimius Portfolio Manager solution to the markets served by IPBS
05/30/2014
SSL has been using the IPBS private banking and wealth management system to support their operations for the last five years.
05/29/2014
CIBC profit falls on Caribbean charges; bank raises dividend
Canadian Imperial Bank of Commerce said on Thursday its second-quarter profit fell by nearly two-thirds, hurt by C$543 million in charges related to its Caribbean banking unit.
05/29/2014
JTC Group is recognised as a top ten 2014 trust company by ePrivate Client
ePrivate Client lists JTC Group in the top ten, of the top 25, trust companies operating in the UK, Guernsey, Jersey and the Isle of Man.
05/28/2014
The annual event, which is open to members and non-members, is an opportunity for delegates to learn from well-regarded and very experienced industry speakers.
05/26/2014
The Governor recounted the memorable welcome The Earl and Countess of Wessex
05/23/2014
Legislation provides flexibility in establishing and administering trusts and is considered a model for other jurisdictions
05/23/2014
Boutique fund specialist wins Swiss client
The key element for us is that they have a deep understanding of private equity funds and the complexities involved in administering and accounting for them. Their professionalism and attention to detail are first-class and we are very much looking forwar
05/21/2014
Scotiabank Canada's plan to sell its 37 per cent stake in asset manager CI Financial will not affect distribution of the CI mutual funds by Scotia Investment Jamaica Limited
05/20/2014
Ogier Legal won the International Law Firm of the Year reflecting the firm's leading position in the Private Wealth sector. Philip Le Cornu from Ogier Fiduciary Services won the Trustee of the Year award.
05/20/2014
Specific individual Jersey practitioners were also recognised at the awards
05/19/2014
Collas Crill Trust was crowned Independent Trust Company of the Year at the WealthBriefing European Awards 2014 in London recently.