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
01/15/2024
A family office is a private wealth management advisory firm that serves ultra-high-net-worth individuals and families.
01/12/2024
The move will see Roelf Odendaal, the co-founder of Turnstone (Isle of Man)
01/09/2024
We are very proud of Maisie’s incredible accomplishment in her STEP examinations
01/08/2024
The work is expected to take about a month and customers have been told to try mainland branches instead.
01/05/2024
This collaboration marks the first truly expert family debt vehicle through which investors are able to benefit from innate stability and growth.
01/03/2024
Designed to recognise “innovation and excellence” during the year, the awards are organised by the global private wealth publisher.