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Wealth and Asset Management

06/26/2014

DST Anova gets new functionality for Ibor processing

Anova's new functionality, referred to as an Investment Book of Record (IBOR), addresses the need for buy-side firms to consolidate real-time positions.

06/25/2014

RBC hosts directors’ forum in Nassau for RBC leaders from across the northern Caribbean

RBC Royal Bank recently hosted a Directors’ Forum event in Nassau with participation from the directors of RBC's legal entities in The Bahamas, Cayman and Turks & Caicos Islands.

06/25/2014

StatPro Supplying Performance and Risk Management Services to Capita Asset Services

Fund managers rely on accurate and timely information

06/25/2014

Offshore or onshore investment trusts?

Should investors pay much heed to domicile when investing in an investment trust IPO?

06/24/2014

Bermuda Commercial Bank's profits rise by more than half

Bermuda Commercial Bank Ltd announced today that its profits rose by more than 50 percent during the six-month period through March 31 this year.

06/23/2014

Offshore Banking Becoming a Reality For Smaller Entrepreneurs

Our investigation has since demonstrated that Breder Suasso Bank is making offshore banking a simpler experience for everyone

06/23/2014

Offshore wealth management booms as global wealth surges

Asian offshore centres to challenge Switzerland’s position as the leading global offshore centre

06/23/2014

Stop bashing offshore finance: It’s vital for a liquid financial system

Discussions about international business and tax policy are too important to be debated

06/23/2014

Guernsey Financial Services Commission publishes 2013 annual report

One of the key messages it contains is that overall costs fell by almost £1 million or 7.5% compared to 2012.

06/23/2014

Capita Asset Services named as one of Eprivateclient's Top 25 Trust Companies 2014

For the third year running, Capita Asset Services has been named as one of Eprivateclient’s Top 25 Trust Companies.

06/20/2014

Wealth Management software provider expands into APAC

‘The wealth management industry is constantly evolving and we are proud of our software’s ability to respond to changes and is now breaking new ground overseas.’ -

06/20/2014

Wealth Management software provider expands into APAC

‘The wealth management industry is constantly evolving and we are proud of our software’s ability to respond to changes and is now breaking new ground overseas.’ -

06/20/2014

Barclays experts feature at international Captives events

A number of experts from Barclays Wealth and Investment Management have taken part in and shared insights at recent events for the Captive Insurance industry.

06/20/2014

MALTA: Citizenship scheme attracting expected investment - PM

Prime Minister Joseph Muscat expressed satisfaction that the citizenship scheme was attracting the expected foreign investment to Malta.

06/19/2014

Doing Business and Investing in the British Virgin Islands By Calum McKenzie, Corporate Director, The Folio Group

According to the BVI Financial Services Commission (FSC), the number of active companies in the BVI stood at approximately 460,000 at the end of 2013, making the territory the leading jurisdiction for the incorporation of companies.

06/19/2014

Malta: Accumulating family wealth

Malta also has gavelkind inheritance law as any person who has attempted to purchase a Maltese farmhouse will affirm.

06/19/2014

Luxembourg assets under management reach record high

Luxembourg’s assets under management reached a record high of €2742bn in the first quarter of 2014.

06/18/2014

Jersey’s ‘competitive edge’ highlighted in winning ‘Best International Financial Centre’ Award

Jersey has won this year recognising its strengths as a finance centre

06/18/2014

BWCI asks: "Can monkeys really beat the market?"

Occasional press reports of monkeys beating investment managers have not been taken seriously but rigorous academic study is indicating that there may be truth behind the story.

06/18/2014

New look for Touchstone and re-launch of its Microsoft based wealth management system

Touchstone, one of the leading providers of wealth management administration systems, now has a new corporate identity and has re-launched its Microsoft’s Dynamics NAV based system to NavOne.

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