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Wealth and Asset Management

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

04/05/2024

Labuan IBFC Inc. and Council of Rector of Indonesia State University sign MoU

Both parties have signed an MoU for the placement of Indonesian university students in Labuan IBFC businesses

04/04/2024

Apex Group paves the way by harnessing the power of blockchain to open up access to global private market funds

This ground-breaking approach enables global private market funds to access a more diverse and significantly larger pool of qualified investors.

03/27/2024

Strong presence of Channel Islands in Citywealth Magic Circle Awards shortlist

The awards, now in their eighteenth year and regarded as the Oscars of the finance world, recognise the best wealth managers and advisors in the private wealth industry

03/26/2024

Double Success for Crestbridge Family Office Services at Wealthbriefing European Awards

At the awards ceremony, which was held in London last week, Crestbridge Family Office Services’ CEO Heather Tibbo was named ‘Best CEO’

03/25/2024

Julius Baer awarded best private bank accolade at Euromoney awards

The awards underwent a significant change two years ago by evaluating the Channel Islands as a unified region rather than separate entities.

03/22/2024

Jersey’s International Standing Recognised with WealthBriefing Best IFC Award Win

The awards, now in their twelfth year, commend companies, teams and individuals across a broad range of financial services in the private banking, wealth management and trusted adviser sectors.

03/20/2024

20th anniversary of Canaccord Genuity Wealth Charitable Trust

There are plans to celebrate in various ways throughout 2024.

03/20/2024

TISE reports record turnover, profit & EPS for 2023

The Group has also announced the payment of a £2.00 per share special dividend in addition to the regular dividend payments.

03/19/2024

Oakglen Wealth’s Chief Investment Officer provides insights on global economy

He holds a BA with High Honours in Economics from Rutgers University and an MBA from New York University’s Stern School of Business Administration.

03/19/2024

Edmond de Rothschild announces a strategic agreement and the acquisition of its third-party Asset Servicing business by Apex Group

As part of this agreement, Apex Group will also acquire Edmond de Rothschild's fund administration, transfer agent and custody activities for its Private Equity and Infrastructure funds.

03/18/2024

Integritas Wealth Partners have attained CISI Chartered Firm™ Status

CISI Chartered Firm™ status denotes that a firm is operating at the highest levels of trustworthiness and professionalism

03/08/2024

Female leaders clinch gold at Powerwomen Awards

Ms Le Tissier has been asked to join the judging panel for the 2024 International Awards.

03/07/2024

VG’s Director of Private Wealth, Debbie Lumsden, Wins Silver Citywealth Women of the Year – Jersey Award

The awards spotlight individuals and companies who support caregiving responsibilities, female leadership, and celebrate diversity.

03/01/2024

BlackRock and Fidelity build positions in Butterfield Bank

Butterfield has notified the BSX that two of the world’s largest investment companies have built substantial shareholdings in the bank.

02/27/2024

Insights on Jersey’s Position in Islamic Wealth Management

Faizal’s contribution to the prestigious report further solidifies Jersey’s position as a forward-thinking, award-winning international finance centre

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