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Wealth and Asset Management

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

02/19/2025

Northern Trust Expands Partnership with Alchemy to Support Its New Special Opportunities Fund

Northern Trust Expands Longstanding Relationship with Alchemy Helping to Launch its Fifth Special Opportunities Fund

02/13/2025

Bedell Cristin Advises on Sale of Advisa Wealth

Advisa’s trusted brand and financial planning expertise is expected to complement Titan Wealth’s existing services.

02/12/2025

APEX Global regulatory update Q4 2024

In Europe, the UK and Channel Islands are updating rules on crypto-assets, ESG, financial services, and anti-money laundering.

02/11/2025

Butterfield reports net income of $216.3m in 2024 fiscal year

“The positive performance in the last quarter can also be attributed to the seasonal strength of both Cayman tourism and consumer credit card spend.”

02/05/2025

IQ-EQ acquires Agama Group, gaining regulatory compliance service offering in continental Europe

Agama Group provides essential regulatory compliance, internal control and operations support to asset managers and funds across private equity, real estate and other asset classes.

02/04/2025

Standard Chartered Jersey cites affluent client growth through Bank’s new global wealth campaign

The ‘Now’s your time for wealth’ global wealth campaign launched this month.

02/03/2025

Appleby awarded Isle of Man Law Firm of the Year at Citywealth IFC Awards 2025

The IFC Awards brings together over 120 of the world’s top wealth advisors and private client experts.

01/31/2025

JTC’s Global Expertise Recognised at Citywealth IFC Awards

In addition, the firm was also a runner up in the ‘Trust Company of the Year – Caribbean’ category.

01/31/2025

Permian and Highvern Combine to Create New Leading Fund and Private Capital Services Platform

Already leaders in their respective markets, the Permian and HIGHVERN brands are long-established and have built strong reputations for service quality and the strength of their client relationships.

01/31/2025

Mark Andrews awarded 'Trustee of the Year' at Citywealth IFC Awards 2025

His strategic vision and innovative approach set a high standard, fostering a culture of excellence and growth within the team.

01/31/2025

Harneys recognised at the 2025 Citywealth IFC Awards

The Citywealth IFC Awards spotlight excellence, innovation, and leadership within the private wealth sector.

01/30/2025

Jersey Wins ‘IFC of the Year’ at 2025 Citywealth Awards

Now in their fourteenth year, the awards aim to recognise excellence amongst advisers and managers in the private wealth sector across major IFCs.

01/28/2025

Individual category win – Miami Family Wealth Report Awards 2025

Citco’s Ernesto Mairhofer triumphs in the Miami Family Wealth Report Awards incorporating Latin America and the Caribbean 2025.

01/28/2025

Oak Group leaders recognised with industry honours

Stuart Dowding, Group Head of Private Client, was named one of the 2025 eprivateclient 50 Most Influential.

01/24/2025

Guernsey Finance to update industry on new opportunities

Financial services in Guernsey is worth £1.3 billion to the local economy, which is more than the next 10 industries combined, representing 40% of GVA (gross value added).

01/24/2025

Titan Wealth expands with acquisition of Advisa Wealth

This strategic move strengthens Titan’s international financial planning capabilities and enhances its presence in the Channel Islands.

01/23/2025

Saffery Trust Associate Director and three Directors recognised in 2025 Global Elite directory

Donna and Lee join Guernsey and Cayman Director Lisa Vizia and Trust Director Dominic Lawton-Smith who have both retained their listing.

01/22/2025

Manx Financial Group Acquisition of CAM Wealth Group Holdings Limited and CAM Wealth Group Limited

Cam Wealth will provide synergies in conjunction with the Group owned Isle of Man IFA, Edgewater Associates Limited.

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