02/15/2024
These awards, established over a decade ago by multi award winning businesswoman Karen Jones – founder and CEO of Citywealth – recognise the excellence of women in the wealth sector.
02/15/2024
Preserving wealth in a Bermuda dynastic trust
02/14/2024
The core efficiency ratio 1 for the year ended December 31, 2023 was 58.1% compared with 58.9% for the year ended December 31, 2022.
02/13/2024
Fiscal year-to-date pre-tax profit margin excluding significant items decreased by 0.4 percentage points to 24.5%.
02/12/2024
ERI claims that more than 400 financial organisations across 60 countries have now adopted its flagship offering.
02/08/2024
JTC Austria will offer a range of services to both private and institutional clients, forming part of JTC’s global business.
02/05/2024
The Private Client Global Elite Directory was created with the awareness that referrals and recommendations are absolutely key to the private client sector.
02/02/2024
The Spears recognition forms part of the wealth publisher’s regular schedule of Tax and Trust Indices, celebrating the leading practitioners in specific areas of the global private wealth landscape.
02/01/2024
The Private Client Global Elite Directory was created to highlight the world’s top private client advisors and trustees as nominated by their peers.
01/29/2024
The Awards are now in their 14th year and recognise excellence from across the international private wealth sector.
01/26/2024
The report shows that a significant proportion of this investment into the UK would not have occurred if these funds were domiciled elsewhere.
01/26/2024
In addition, eight Mourant lawyers have been awarded Private Client Global Excellence accolades.
01/26/2024
The Channel Islands stood out again with the numbers and the excellence of the winners.
01/25/2024
Now in their thirteenth year, the awards highlight the excellence of advisers and managers in the private wealth sector across major IFCs.
01/24/2024
Lisa’s work in this area saw her working in partnership with specialist advisors to successfully attain a blessing from The Grand Court of the Cayman Islands
01/18/2024
Saffery Trust’s Cayman team doubled in size through 2023.
01/18/2024
Despite continued adverse macro-economic conditions, there were 842 new listings on TISE during its 25th anniversary year.
01/17/2024
Since then, the company has continued to build out its expertise in private wealth, developing HIGHVERN’s reputation as a firm that operates with integrity, discretion, and responsibility.
01/17/2024
The range of services they offer now encompasses more than investment advice and third-party management
01/17/2024
Nancy and her team advise UHNW families, family office and intermediaries