07/06/2023
Brown Shipley owner partners with BlackRock to boost investment capabilities
Quintet Private Bank
Wealth and Asset Management
07/06/2023
Crestbridge Business Development professional recognised in Citywealth awards
Now in their eighth year, the Awards recognise the best brands across the private wealth landscape and champion the individuals and teams driving positive change and demonstrating best practice across the marketing, business development, public relations
07/04/2023
IQ-EQ shortlisted across three categories in 2024 Citywealth IFC Awards
IQ-EQ has been shortlisted for ‘Trust Company of the Year’ in Jersey, Guernsey and the Isle of Man.
07/03/2023
Maples Group Wins CBLJ's 2023 Best Offshore Law Firm of the Year and Family Wealth Management Sector Awards
The awards focus on legal excellence, innovative services, market-leading deals and exceptional performance, and are based on nominations, recommendations and endorsements received from China-focused in-house counsel and legal professionals.
07/03/2023
Sarnia Yachts acquisition by Praxis completes
Sarnia Yachts’ 22 employees will be joining the Praxis team, ensuring continuity for the firm’s existing clients and referrers as well as providing access to the extensive range of private wealth and corporate services that the Group provides.
06/30/2023
JTC Recognised as a Leading Brand in Wealth Management Reputation Awards
Winners were selected through a combination of an independent group of industry specialist judges and a public vote.
06/29/2023
Comnexa celebrates success at CityWealth Brand Management and Reputation Awards
Comnexa’s expertise and dedication to serving clients in the wealth management sector were acknowledged with the Silver Award in the highly competitive ‘Best Product / Service of the Year’ category.
06/26/2023
Citywealth brand awards winners presented
The awards aim to highlight the best brands and their communication strategies, and to recognise the marketing and press function within the financial services sector.
06/26/2023
Credit Suisse vows to fight on
The claim centred around $400 million in losses suffered by two unit-linked life insurance policies, of which Mr Ivanishvili and his family are the ultimate beneficiaries.
06/16/2023
The Bahamas: A preeminent jurisdiction for your wealth management and structuring plans
The Bahamas is a sovereign archipelagic nation of 700 islands and cays located off the coast of Florida, US.
06/15/2023
Acquisition of South Dakota Trust Company Establishes JTC as the Leading Independent Provider of Admistration Services to the US Personal Trust Sector
Not only does it bring us greater scale in the US, it also provides significant opportunities to offer our wider private client services to their high net worth and ultra-high net worth family clients.
06/14/2023
Bedell Cristin lawyers contribute to Private Trust Companies Handbook Second Edition
Private trust companies continue to play an important role in the wealth structures of many ultra-wealthy families
06/13/2023
Highvern Recognised in Drawdown Awards for 4th Consecutive Year
HIGHVERN has previously collected awards for ‘Fund Administration’ as well as ‘Technology & Innovation’
06/13/2023
Estate planning & wealth structuring for modern families
What generally motivates a family to do an estate plan for the first time or to update an existing plan is a desire to combine peace of mind with a thoughtful and durable plan for the future.
06/12/2023
Ocorian wins Fund Administration award
The judging panel ensures that the awards are held to the highest standard, remain respected and strive for them to act as a catalyst to drive up service standards and operations in the industry.
06/12/2023
Praxis pair make NextGen Leaders List
Newly rebranded from the well-known Top 35 Under 35, the Channel Island NextGen Leaders adopts new criteria that focuses on industry experience rather than age
06/09/2023
Lawrence J. Chastang, Jr. on Insights for Cross-Border Wealth Management
The funds within the annuity are then invested in a variety of underlying investment options including stocks, bonds, and alternatives.
06/09/2023
Triple Success for JTC Private Client Services Team in NextGen Leaders' List
The reputation of the individual’s company, their career trajectory, experience and involvement in promoting good organisational culture are all criteria considered by ePrivateClient when compiling the list.
06/01/2023
Wealth consolidator forks out £8m on double acquisition
Jersey-based firm Team has broadened its global reach through acquiring Globaleye Wealth Management and Thornton Associates.
05/24/2023
ZEDRA Announces Close of Strategic Minority Investment from BCI
This investment, which was announced in March 2022, has been approved by all relevant authorities.