01/13/2023
RBC Wealth Management provide a deeper look at UK and European inflation
In the spring, the lifting of the energy price caps will likely also mean higher energy bills, even as wholesale natural gas prices come down.
Wealth and Asset Management
01/12/2023
JTC Shortlisted in the Citywealth 2023 Magic Circle Awards
For nearly twenty years, the Magic Circle Awards have been attracting the leading professionals from the top firms
01/11/2023
RBC Wealth Management to exit Guernsey
The full closure could take up to two years
01/10/2023
Two UBS Jersey leaders nominated for Woman of the Year category in global Powerwomen Awards 2023
The awards champion women in the wealth management sector and both Fiona and Helen, have been nominated for the ‘Woman of the Year – Jersey’ category.
01/09/2023
Apex Group closes acquisition of the Maitland business
Recent acquisitions of Maitland and Sanne establish Apex Group’s footprint in South Africa
01/09/2023
TISE enters anniversary year with record number of listings
This contributed to TISE entering its anniversary year with a total of 4,020 securities admitted to its Official List, which is a rise of 10% year on year and the highest total since the Exchange opened for business in October 1998.
01/03/2023
QE infinity set the stage for ‘funky businesses out of the Bahamas’: Mussie Kidane
The Pictet North American Advisors chief investment officer said that 2022 had been a radical rupture from the previous era.
01/03/2023
10-years of Canaccord
As part of the celebrations, staff who have worked for the company for the last ten years and beyond were asked what working for the business has meant to them.
12/23/2022
Canaccord Genuity Wealth Management celebrates 10th anniversary
An independent UK wealth management firm, CGWM UK offers private clients, professionals, and charities a complete range of fully integrated wealth management services from discretionary investment management to expert financial planning advice.
12/16/2022
Investec wins award for best CI private bank
The awards have been designed to recognise outstanding organisations grouped by specialism and geography which the prestigious panel of independent judges deemed to have “demonstrated innovation and excellence during the last year”.
12/15/2022
IQ-EQ wins two awards at 2022 WealthBriefing Channel Islands Awards
The WealthBriefing Channel Islands Awards, new for 2022, are part of a global programme run by WealthBriefing and its sister publications WealthBriefingAsia and Family Wealth Report, encompassing all of the world’s major wealth management centres.
12/15/2022
Alex Picot Trust Director awarded ‘Leading trust professional’ at WealthBriefing CI Awards
The WealthBriefing Channel Islands Awards are part of a global programme run by WealthBriefing and its sister publications WealthBriefingAsia and Family Wealth Report, encompassing all of the world’s major wealth management centres.
12/13/2022
Four wealth management trends taking over in 2023
Face to face will never be replaced, though if technologies aren’t adopted by market participants, they will face a competitive disadvantage.
12/13/2022
Ocorian wins Best Family Office Governance in Channel Islands
Ocorian was awarded the ‘Best Family Office Governance’ award at the event, which celebrated the brightest and best among the Channel Islands’ world-renowned wealth management industry.
12/13/2022
Interview with Paul Donovan, UBS Global Wealth Management by Luke Hanratty
Luke Hanratty, a Director in our High Wycombe office interviews Paul Donovan
12/12/2022
Inaugural Wealthbriefing CI Awards presented
The inaugural Wealthbriefing Channel Islands Awards have been presented this week.
12/09/2022
Butterfield wins top bank award for 10th year in a row
Earlier this year, Butterfield was also named Bermuda’s best private bank by The Banker/PWM and Global Finance magazine.
12/06/2022
Multiple Shortlistings for JTC in the 2023 Citywealth Powerwomen Awards
Nic Arnold, Julie Zingiloglu, Jodi Hill, Marina Cristiani and Alia Haskouri have been shortlisted
11/25/2022
An interesting year for the wealth management sector
The CIWMA continues to focus on a number of key issues facing the industry, including the need to attract a broader base of talent to the sector.
11/25/2022
Jersey wins Best IFC in WealthBriefing MENA Awards
The awards, now in their ninth year, celebrate top-class performance, innovation and achievement.