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Wealth and Asset Management

04/10/2025

America's wealthiest see Channel Islands as 'attractive' place to move money, financial bosses say

With the stock markets spooked, leading to their worst day since the pandemic, there are American fears that restrictions could stop the country's wealthiest from moving money overseas.

04/08/2025

Praxis Returns to Fund Administration in Jersey Following Regulatory Approval

The operation in Jersey complements Praxis’ existing fund administration services in the Middle East

04/01/2025

Union Bancaire Privée completes acquisition of SG Kleinwort Hambros, strengthening UK presence

All UBP London-based teams will move into a new office in Marylebone later this year.

03/31/2025

Jersey’s International Standing Recognised with WealthBriefing Best IFC Award Win

The awards, now in their thirteenth year, commend companies, teams and individuals across a broad range of financial services in the European private banking, wealth management and trusted adviser sectors.

03/31/2025

Kim Sgarlata wins Chief Executive Officer category in WealthBriefing European Awards 2025

The WealthBriefing European Awards recognise and celebrate the exceptional talent within the wealth management sector.

03/26/2025

IQ-EQ achieves STEP Employer Partner Platinum accreditation across Crown Dependencies

The STEP Employer Partnership Programme is a widely respected benchmark for organisations that invest in their people and clients.

03/24/2025

TISE reports record turnover, profit & EPS for 2024

The International Stock Exchange (TISE) has reported record turnover, profit and earnings per share for 2024.

03/17/2025

Fairway Group sees eight team members secure Management Development Accreditation

The accreditation is recognised by The Institute of Leadership and Management (ILM).

03/10/2025

Crestbridge Family Office Services builds on support for Youthful Minds with donation

Crestbridge FOS recently pledged to support Youthful Minds as part of its ongoing commitment to the local community for 2025.

03/07/2025

Ogier stars shine with three Gold wins at 2025 Citywealth Powerwomen Awards

The Citywealth Powerwomen awards – now in their 14th year – champion women in the wealth sector from all over the world and highlight the female leaders of today and tomorrow.

03/07/2025

Cayman Islands Foundation Companies as Private Trust Companies

A Foundation Company in the Cayman Islands is a unique hybrid entity that combines features of both traditional companies and trusts.

03/04/2025

Boston Multi Family Office acquires Aqua Group

Boston Multi Family Office was founded in 2002 as a single family office

03/04/2025

Why Family Offices choose The Cayman Islands

When it comes to jurisdiction shopping, families are looking for a balance between robust yet straightforward regulations and enhanced net returns.

02/26/2025

SG Kleinwort Hambros Charity Donation to FREEDA

It is SG Kleinwort Hambros incredibly generous donation of £45,000 that has enabled us to accelerate our plans

02/25/2025

Naomi Rive named in Private Client Global Elite Directory 2025

Established in 2017, the Private Client Global Elite Directory is a prestigious annual publication that honours outstanding private wealth professionals within the industry.

02/24/2025

Canaccord Genuity Group announces the completion of its acquisition of Brooks Macdonald Asset Management

The acquisition represents an important strategic addition to the Company's operations in Guernsey, the Isle of Man, and Jersey.

02/21/2025

Brookfield Wealth Solutions Announces Year End 2024 Results and Declares Quarterly Distribution Increase

This distribution is identical in amount per share and has the same payment date as the quarterly distribution announced

02/20/2025

Evelyn Partners International relocates to new office in St. Helier

Team in Jersey bolstered with flurry of new hires

02/20/2025

Maximising wealth management: The benefits of Guernsey Private Investment Funds

With Guernsey’s well-established financial sector, PIFs present an opportunity for tailored investment solutions that align with both current market trends and long-term wealth strategies.

02/20/2025

Praxis Receives STEP EPP and ACCA Re-accreditations, Recognising its Commitment to Excellence

The renewal of the STEP Employer Partnership Programme (EPP) Platinum accreditation reflects the company’s ongoing commitment to excellence

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Oak champions youth sport as official sponsor of junior Guernsey basketball teams

05-23-2025

Whitmill Strengthens Leadership Team with Board Appointments in Jersey

05-23-2025

Oak Guernsey bolsters leadership team with new client director hire

05-23-2025

Audit, tax and advisory firm BDO Malta publishes 2024 Transparency Report

05-23-2025

Boston Multi Family Office recognised in The Sunday Times Best Places to Work 2025

05-28-2025

Corporate real estate acquisition in Bermuda

05-23-2025

Fidelis Insurance names CUO

05-23-2025

2025 Update: Cayman Islands Beneficial Ownership Transparency Act

05-27-2025

Finance IoM flags global AML award to local financial professional

05-30-2025

Expert: AI could help Cayman reduce reliance on expat labour

05-30-2025

BDO Guernsey promotes eight to management roles

05-30-2025

Government prepares for FATF assessment and clarifies treatment of tokenised investment funds

05-30-2025

Cayman Islands closed-ended funds

05-30-2025

Appleby Bermuda advised Maiden Holdings on its combination with Kestrel Group

05-30-2025

Freezing injunctions in the Cayman Islands

05-30-2025

Digital Finance Forum boosts interest in cryptocurrency

05-30-2025

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