03/03/2014
STEP launches 2014/15 Private Client Awards
'We want to acknowledge excellence and outstanding work and celebrate professional achievement.
03/03/2014
'We want to acknowledge excellence and outstanding work and celebrate professional achievement.
02/28/2014
But while the bank’s Gibraltar operation appears safe for now, it may have reduced capacity to take on new local business in the future.
02/28/2014
‘We have had a very positive start since our launch in November last year and have attracted a lot of new wealth management business
02/26/2014
‘This new office reflects our strategy to grow our discretionary wealth management business.
02/26/2014
RBC Wealth Management net income up $6 million
Wealth Management net income was $235 million, up $6 million or 3% compared to last year, mainly due to higher average fee-based client assets resulting from capital appreciation and strong net sales.
02/26/2014
Some Qualifying Recognised Overseas Pension Schemes are seeking to steal a march on their rivals by stretching pension rules to let retirement savers access their cash before they are 55 years old.
02/25/2014
Barclays Wealth celebrates long-serving staff
Barclays Wealth and Investment Management has celebrated significant career landmarks of 19 employees in the Isle of Man.
02/25/2014
A rise in high value real estate and private equity funds targeting UK, continental European and global assets have been structured through Jersey in recent months, providing evidence of Jersey’s growing appeal as an alternative investment funds dom
02/25/2014
The bank managed to cut core, non-interest expenses by $18.1 million, or 6.7 percent
02/24/2014
Double Recognition for HSBC Expat at National Marketing Awards
The expertise of HSBC Expat’s team in Jersey received national recognition twice last week for its online and digital expertise.
02/20/2014
Trinidad: CIBC expands wealth management services
The bank’s managing director of retail and business banking will now have an expanded portfolio to include international banking.
02/20/2014
The Group is the world's largest private banking and asset management group that is wholly owned by an entrepreneurial family.
02/19/2014
Trinidad and Tobago: RBC has No plans to shut down any branches
RBC Royal Bank does not “at this time” intend to close any branches, the company said in a full page ad published in the national press.
02/19/2014
Global multi-family office and wealth consultancy launches advisory service on investment in art
The Luxembourg-headquartered firm, which in autumn 2013 bought out Moscow-based wealth manager Third Rome, said in a statement.
02/18/2014
JTC Group announces further strategic alliances with firms in Europe
JTC Group has formed alliance partnerships with two firms within the EU to widen its geographical reach and add further to its global expertise.
02/18/2014
Jersey’s corporate, private equity and wealth management expertise showcased in Africa and North America
Jersey’s role as a specialist centre for wealth management, alternative fund and corporate listings work has been highlighted to audiences of senior finance professionals at a range of events in South Africa, the USA and Canada this month.
02/17/2014
Royal Bank of Canada chief executive officer Suresh Sookoo is maintaining the company’s corporate policy of a “quiet time,” even in the face of numerous reports of uneasy customers.
02/14/2014
Private Wealth Leaders India conference highlights unique cultural aspects
Mark Biddlecombe the client services director for Nerine in Guernsey attended the Private Wealth Leaders India conference in London on 29 January as a panellist.
02/14/2014
The results were announced in the recent issue of Euromoney Magazine and the awards were presented at Plaisterer’s Hall in London on 13 February.
02/13/2014
Leading trust, funds and corporate services provider named in Top 25 Most Admired UK Companies 2014
A leading publication for private client professionals publishes the list of most admired companies in the UK and UK offshore market annually. It includes leading law firms, accountancy practices, independent financial advisers and trust companies in the