07/24/2014
To be awarded the designation Chartered Wealth Manager, applicants must achieve a combination of high level qualifications, demonstrable maintenance of competence and the passing of the CISI ‘Integrity Matters’ test at the highest grade.
07/24/2014
The term "high net worth individuals", refers to individuals with assets valued between $5 and $50 million, with the “ultra high” ones being those exceeding the $30 million threshold.
07/23/2014
Leading private bank quitting the island
The international firm is pulling the plug on the provision of banking and wealth management services from the island.
07/22/2014
What Family Offices Are After When Investing With Hedge Funds
Giovanni de Francisci: What Some Family Offices Are After When Investing With Hedge Funds
07/22/2014
The discussion was led by Chris Hodgson, Group Head, Global Wealth & Insurance and included Sean Albert, Managing Director, Scotiabank (Bahamas) Ltd. among other senior bank officials.
07/21/2014
The competition is great, and new Tourism Director Rosa Harris knows she has a tough job ahead to persuade holiday makers to come here for their vacations.
07/21/2014
WH Ireland Isle of Man winning new private client mandates
Wealth manager and stockbroker WH Ireland has reported strong profit growth in the six months to May
07/20/2014
It is impossible to walk around the central business district of Toronto and not be struck by the concrete and glass skyscrapers that house the Canadian headquarters of the three banks—Scotia, CIBC and RBC—that operate in the Caribbean.
07/18/2014
As offshore moves onshore, will there be a challenge to the position of Singapore and Hong Kong as the wealth centres of Asia?
07/17/2014
The success of Locate Jersey in helping almost 100 new businesses establish themselves in Jersey over the last two years in areas such as renewable energy, fin-tech, ICT and mining was highlighted to an audience of senior business professionals in London
07/17/2014
members of CISI. This free life membership acknowledges their important contribution to the Isle of Man branch and to the industry.’
07/15/2014
Skipton launches expat buy-to-let mortgages
New range enables British expats to take advantage of the opportunities available in the UK’s residential buy-to-let market.
07/15/2014
EM offshore assets set to move onshore
This could translate to assets of some $5.7 trillion for companies operating in offshore wealth centres
07/15/2014
Whether a system is “legacy” is not the relevant question – asset managers should instead ask whether their operations solutions can support growth and globalization
07/14/2014
In the last 18 months Ipes has doubled the size of its London team through the expansion of its Depositary service.
07/13/2014
We are very excited to be able to add the Channel Islands to the list of jurisdictions where Carne now has a permanent presence.
07/11/2014
European family offices struggle to retain their investments in offshore hedge funds
Sure, most of the European asset manager will comply with it [AIFMD], because they are used to and required to comply with European regulation
07/10/2014
Kleinwort Benson bank hires experts after media leak
Forensic experts have been hired by a Jersey bank to investigate how thousands of clients' details were leaked to journalists.
07/09/2014
Ipes is pleased to announce they have received FCA authorisation to act as Private Equity AIF Depositary under the Alternative Investment Fund Managers Directive
07/09/2014
Butterfield Bank has agreed to buy parts of HSBC’s corporate and retail banking operations in the Cayman Islands.