02/09/2023
Citywealth publishes Top 20 Trustees list
Citywealth has published its 2023 Top 20 Trustees ranking, highlighting key figures in the wealth management and private client sectors.
Wealth and Asset Management
02/08/2023
SafeGuard Asset Management appoints Apex Group for fund services
The SafeGuard CORE ONE Fund seeks to provide investors with a level of predictability in an unpredictable world.
02/06/2023
RBC named Caribbean's best private bank
The Global Finance editorial review board base its selections on input from industry analysts, corporate executives, and technology experts.
02/01/2023
Success for IQ-EQ’s Guernsey, Isle of Man, Hong Kong and Singapore offices in 2023 Citywealth IFC Awards
This is the second year in a row that three IQ-EQ jurisdictions have been rewarded for their efforts in the industry, and the second consecutive year IQ-EQ Guernsey has scooped the ‘Gold’ gong.
01/31/2023
Secure citizenship in St Kitts and Nevis while being a resident in Thailand
As a country in Southeast Asia, Thailand is known for its tropical beaches and rich history.
01/31/2023
HSBC trust business wins gold at Citywealth IFC Awards
Winners are selected based on their achievements, their innovative approach and their clear expertise by an international panel of highly respected practitioners from multiple jurisdictions.
01/30/2023
10 graduate through HSBC Wealth Academy
The latest cohort includes six employees achieving Level 4 qualifications and a further four achieving Level 6 of the Chartered Institute of Securities and Investment (CISI) pathway.
01/27/2023
JTC's Caribbean Team Wins Gold At Citywealth IFC Awards
Winners are selected by an international panel of highly respected practitioners from multiple jurisdictions, based on their achievements, their innovative approach and their clear expertise.
01/27/2023
HSBC celebrates 10 graduates through its Wealth Academy
The latest cohort includes six employees achieving Level 4 qualifications and a further four achieving Level 6 of the Chartered Institute of Securities and Investment (CISI) pathway.
01/27/2023
Guernsey wins International Finance Centre of the Year award
It just goes to show that Guernsey is a well-respected, leading finance centre and remains a safe, stable and secure jurisdiction of choice.
01/27/2023
Harneys wins Caribbean Law Firm of the Year - Citywealth IFC
The winners are those judged to have excelled in achievement, innovation, expertise, and service.
01/26/2023
Investec wins at the Citywealth IFC Awards 2023
The winners are those judged to have excelled in achievement, innovation, expertise, and service.
01/24/2023
IQ-EQ’s Regional Head of Private Wealth named in eprivateclient 50 Most Influential
The ‘50 Most Influential’ recognises and celebrates the most prominent leaders within the private wealth industry in the UK and Crown Dependencies.
01/20/2023
Strong growth predicted in the family office sector and an increased focus on alternatives
In terms of other trends Ocorian is seeing in the family office space, it cites a significant increase in the number of family offices being set up due to the growing population of younger, sophisticated ultra-high net worth individuals, especially from s
01/20/2023
Ocorian employee named in Top 50 Most Influential list by eprivateclient
Those that have made it onto the list are the leaders when it comes to providing the best possible advice and service for clients.
01/19/2023
Matthias Belz Named in '50 Most Influential' Private Client List
Under Matthias’ leadership, last year saw the continued growth of JTC Private Office, with revenue figures and new client numbers confirming that 2022 was its most successful year to date.
01/18/2023
RF Bank Purchases Cayman Financial Advisory Business
This new broker arm of the RF Group, which will be rebranded under RF Advisors, will have a team of experienced and qualified financial advisors offering complete financial planning solutions for every aspect of clients’ wealth journey
01/18/2023
Matthew Burton named one of 50 Most Influential
The 50 individuals listed were selected by judges based on the achievements that potential candidates made over the past 12 months, considered alongside their reputations.
01/17/2023
Apex Group wins Capital Prudential mandate
Fund administration is at the core of Apex’s single-source solution, delivering timely, accurate and independent services, underpinned by market leading technology platforms.
01/17/2023
BVI funds for families
The decisive criteria for the best structure and jurisdiction will depend on the particularities of each family and their asset structure.