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Wealth and Asset Management

06/17/2024

Saffery Trust named Independent Private Client Trust Company of the year in Excellence Awards

Saffery Trust’s impressive staff retention rate and commitment to its clients and team members were cited as setting it apart from its competitors.

06/13/2024

Highvern Private Wealth team members included in eprivateclient NextGen Leaders list

Congratulations to them on this well-earned recognition, highlighting their hard work and accomplishments.

06/12/2024

Zedra Announce Aquisition of LJ Fiduciary and Alvarium Private Office Completion

LJ Fiduciary and APO will shortly be rebranded and merged into the existing ZEDRA Group.

06/07/2024

HIGHVERN Trio Named NextGen Leaders in 2024 eprivateclient Crown Dependencies List

This esteemed industry list celebrates outstanding practitioners in the Crown Dependencies who are rising stars in the private wealth sector.

06/07/2024

Sarah McBrearty Named in the 2024 eprivateclient Crown Dependencies NextGen Leaders

This annual listing recognises wealth professionals with 20 years or less industry experience and judging is based on the qualities and achievements of the individual.

06/06/2024

Guernsey Finance appoints dedicated representative for the north of England

His role as Northern England Representative will see him act as a business ambassador for Guernsey to further the island’s presence and reputation in the region.

06/04/2024

Triple Recognition for Crestbridge Family Office Services in NextGen Leaders List

Those recognised in the list are judged on a number of factors

06/03/2024

Standard Bank Offshore Triumphs at the 2024 Citywealth Magic Circle Awards

Standard Bank’s International Fiduciary Services team has been named the winner in the prestigious Trust Company of the Year category.

05/31/2024

Virtual Asset Evolution: Navigating Opportunities and Challenges for Individual Investors

One of these emerging strategies is the tokenization of real assets, a market which continues to evolve, alongside associated challenges.

05/28/2024

Citywealth Top 75 Trustees List highlights outstanding Crown Dependencies trustees

All entries are nominated for inclusion by their peers within the industry and are independently verified.

05/20/2024

Citywealth Magic Circle Awards Channel Islands winners announced

Nine awards in total were handed out to Channel Island based individuals and companies with offices in the crown territories.

05/10/2024

ZEDRA confirms completion of fiduciary services business from AlTi Tiedemann Global

LJ Fiduciary and APO will shortly be rebranded and merged into the existing ZEDRA Group.

05/10/2024

ZEDRA announces streamlined Escrow Solution for Pension Schemes of all sizes

The introduction of the solution comes following the reduction of the tax rate on surplus, from 35% to 25%.

05/10/2024

Scotia Wealth Management celebrates best int'l private bank award

It honours banks with a global footprint that best serve the unique needs of high-net-worth individuals.

05/10/2024

Labuan IBFC and Qatar Financial Centre launch joint publication on Islamic finance

Joint publication was launched in conjunction with masterclass series which featured panel discussions on Shariah-compliant leasing and wealth management solutions

05/07/2024

Meet the former RAF pilot who is now Head of Wealth Management at Canaccord

From flying to finance!

04/10/2024

Wealth Management tech solution wins at WealthBriefing European Awards

Laserfiche enables organisations to digitalise their business processes and manage their files effectively

04/08/2024

RE/MAX Luxe welcomes new management

Mark Micallef appointed new franchise owner and manager of RE/MAX Luxe

04/08/2024

TISE reports strong growth in new listings to begin 2024

The total market value of all listed securities stood at more than £670 billion at the end of the quarter.

04/05/2024

Labuan IBFC Inc. unveils Labuan IBFC China Desk to facilitate cross-border ventures

Platform is aimed at fostering bilateral trades, investments and business expansion

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