11/24/2023
JTC to acquire Blackheath
The transaction is subject to various closing conditions and final regulatory approvals and is expected to complete during Q1 2024.
Wealth and Asset Management
11/24/2023
Crestbridge Family Office Services recognised at Wealthbriefing MENA Awards
This award serves to underline Crestbridge’s proposition in the Middle East market
11/22/2023
Suntera Global wins at the IOM Awards for Excellence 2023
David Hudson, CEO at Suntera Global, also presented the ‘Leader of the Year’ Award at the ceremony
11/21/2023
Hawksford to acquire Cayman and US-based firm Paradigm Governance Partners
The acquisition will bring Paradigm’s specialist range of governance services to Hawksford’s global fund manager client base, complementing its longstanding expertise in key regions including Asia, EMEA and the UK.
11/21/2023
The future of the trust industry?
The data collected during the life of the pilot will ultimately be anonymised and turned into insights by data analysts.
11/21/2023
Chris Mourant named in Citywealth NextGen Top 40 Under 40 IFC 2023
Chris’ current role has evolved somewhat in the last 12 months.
11/20/2023
Jersey wins again at WealthBriefing MENA Awards
Family Office Governance Service Provision: PwC International Private Wealth & Family Office
11/17/2023
Guernsey: New Report Highlights Latest Trends In Private Wealth Sector
Primary wealth management considerations for under 35s include: greater focus on sustainable and impact investments, greater interest in digital assets, and popularity of digital platforms.
11/17/2023
Two Julius Baer Guernsey wealth managers in Citywire’s Top 100
Citywire, a financial media company offering news and analysis for financial professionals, compiles an annual list of the UK’s leading fund selectors, which is now in its 12th year.
11/17/2023
Fairway's 'Rising Star' named
Chris is an integral part of the team
11/17/2023
Canaccord Genuity Wealth Management release second quarter fiscal 2024 financial performance
Our diverse growth strategy continues to enable a strong set of results.
11/16/2023
Strong showing for Jersey in Citywealth Future Leaders Awards
They recognise the excellence of young professionals in furthering their career through their ambition, leadership qualities and communication skills.
11/16/2023
Suntera Global Recognised in Top Trust Companies List
Inclusion reflects the firm’s ongoing strategy to enhance and expand its global proposition for individuals and families
11/15/2023
Increased digital adoption driving service delivery at VM Wealth Management
The entity's online client portal, which has been steadily growing in users, affords clients convenient access to their portfolio information and critical market updates to empower them to make informed investment decisions.
11/15/2023
Secure messaging: the key to wealth management client engagement
There is a direct correlation between engagement and profitability.
11/15/2023
ZEDRA to acquire fiduciary services business from AlTi Tiedemann Global
ZEDRA will welcome 59 employees who have been providing trust, corporate, marine and aviation, and family office administration services through its offices in the Isle of Man, Geneva and London.
11/14/2023
IQ-EQ celebrates 70 years in Luxembourg
Throughout these past 70 years, our business has transformed, growing from a successful local player in Luxembourg to the leading global business we are today.
11/08/2023
Ocorian achieve top trust ranking
In the last 21 months, our business has grown from 16 to over 20 offices
11/07/2023
Saffery Trust retains Tier I status
Saffery Trust opened in Guernsey more than 45 years ago and also has offices in Cayman, Dubai, Geneva, and Zurich.
11/03/2023
A ‘global approach’ to wealth advice highlighted at Guernsey private wealth conference
To combat any issues stemming from this, he recommended wealth holders “surround themselves with advisers that are able to give them a global approach.