04/14/2014
Brooks Macdonald Acquires Jersey-based Wealth Manager
In a statement, the AIM-listed wealth manager said the acquisition increases pro forma discretionary funds under management by GBP360.0 million to GBP6.04 billion.
04/14/2014
Rowan Dartington acquires Isle of Man based online wealth platform
Isle of Man-based company supports the international adviser community through an open architecture platform which offers funds, direct equity holdings, structured products and various other investment instruments.
04/08/2014
A feature publication that aims to tap into the issues facing high net worth individuals and their advisers
04/07/2014
Based on our analysis, these are some of the key themes we expect to emerge in 2014, organized by region:
04/07/2014
Debt is legacy of Investec's administration of an offshore trust on behalf of corporate raider Robert Tchenguiz
04/04/2014
First Names ties up Mercator purchase
First Names Group has completed its acquisition of Mercator in Guernsey in a move that will position the Group as the largest trust, funds and corporate services provider in the Channel Islands.
04/03/2014
The March and Q1 2014 performance estimates for the ARC Private Client Indices and ARC Charity Indices are now available.
04/02/2014
Leading international trust and corporate services provider shortlisted in prestigious awards
These prestigious international awards recognise the excellence of individuals and companies in the private wealth sector.
04/02/2014
The second quarter loss took the half-year plunge ‘into the red’ to $7.348 million
04/02/2014
The firm, formerly Fairbairn Private Bank, scores highly in the Giving Something Back category (85% positive, ranking 12th).
03/31/2014
IoD lunch to highlight future prospects for Jersey’s finance industry
Geoff Cook, CEO of Jersey Finance, will be the guest speaker at this month’s IoD lunch to give a talk entitled ‘First for Finance: current performance and future prospects for Jersey’s Finance Industry’.
03/28/2014
Barclays Wealth and Investment Management is to sponsor an Isle of Man Institute of Directors’ event which will feature an address by author and inspirational speaker Neil Francis.
03/27/2014
Anglo-South African Group sells German and Austrian wealth units plans to focus on core UK and offshore markets
"The transaction is part of the firms commitment to simplify its operations in Europe and focus on a select number of core growth markets,"
03/25/2014
Tech start-up companies in the Channel Islands still have time to benefit from a major nationwide scheme launched by Barclays and Techstars but they will need to move quickly to meet the approaching application deadline.
03/24/2014
Global developments in the information exchange arena, together with evolution within wealth management strategies, and structures in growth markets around the world are set to form the focus of the Jersey Finance Annual Private Client Conference in Londo
03/24/2014
There is an increasing trend in the trust sector for private clients, looking to secure their wealth for the future, to seek out independent fiduciaries not ties to a parent bank
03/19/2014
High-net-worth investor confidence surges to post-crisis high
The last time investor confidence levels were higher than this current level was back in March 2007
03/12/2014
Rawlinson & Hunter subsidiary appointed by Global Resources Investment Trust Plc
The Company listed on the London Stock Exchange on 7 March with an initial portfolio with an aggregate value of £40m.
03/12/2014
The award ceremony will be held at The Grange, St Pauls Hotel in London on 8th May 2014
03/11/2014
Cayman Islands: Banking Secrecy In The Cayman Islands
The offshore jurisdictions are commonly thought to be highly secretive, with banking secrecy being an important part of what those jurisdictions offer to businesses and individuals who use them.