04/28/2014
Third Financial Software Wins Award for ‘best Technology Provider – Front Office’
Third Financial Software has a strong and continually growing base of wealth management clients in the UK and Channel Islands.
04/25/2014
Proven will change the name of the securities dealer and eventually merge it with its wealth management arm
04/25/2014
The ninth annual leaders list features prominent figures from across the legal and private wealth management sectors.
04/25/2014
Canaccord Genuity Wealth Management is sponsoring a new lunch time race series organised by Run Jersey.
04/25/2014
Justin Oliver is part of the multi-manager team
04/25/2014
Zulnet is an algorithmic currency trading and hedge fund management company. It is looking to raise a listed Philanthropic Algorithmic Currency Hedge Fund on Cayman Island Stock Exchange’s in the final quarter of this year.
04/22/2014
The ownership of Clarien Group Limited is 80 per cent CWH Limited and 20 per cent Edmund Gibbons Limited.
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,"