06/13/2023
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
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
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
The funds within the annuity are then invested in a variety of underlying investment options including stocks, bonds, and alternatives.
06/09/2023
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
Jersey-based firm Team has broadened its global reach through acquiring Globaleye Wealth Management and Thornton Associates.
05/24/2023
This investment, which was announced in March 2022, has been approved by all relevant authorities.
05/24/2023
Following its acquisition of Carey, Suntera's Guernsey service offering will be bolstered with addition of 80 new staff members and clients in more than 50 countries.
05/17/2023
With a pedigree of over 50 years, Sarnia Yachts is one of the longest-standing players in the superyacht support sector
05/17/2023
The Group took decisive steps on its strategy to grow revenue and achieve underlying EBITDA of £20m+ by 2025.
05/16/2023
Suntera Global makes a further Guernsey acquisition to broaden its service offering and augment its international fund administration capability.
05/16/2023
A JPF is a regulatory fund structure created for a small number of sophisticated investors, ideal for family offices and club investors when investing in alternative asset classes.
05/10/2023
The new cash deposit platform will allow clients to effortlessly transfer money between accounts so they can react quickly to new interest rates
05/03/2023
The WealthBriefing Channel Islands Awards, new for 2022, are part of a global programme run by WealthBriefing and its sister publications WealthBriefingAsia and Family Wealth Report, encompassing all of the world’s major wealth management centres.
05/03/2023
This is particularly important in the smaller group of family office professionals who don’t currently see a natural succession of wealth and leadership amongst their clients.
05/03/2023
Winners were announced at a gala dinner in the European Convention Centre in Luxembourg.
04/26/2023
TISE Private Markets provides unlisted companies with access to an integrated set of tailored electronic trading, settlement and registry solutions.
04/25/2023
IQ-EQ was awarded the ‘Wealth Innovation Award’ for outstanding private wealth services both globally and in the Luxembourg market.
04/19/2023
The jurisdiction’s key focus areas of Islamic finance, captives and digital financial services record significant achievements
04/17/2023
Labuan IBFC complements the activities of the domestic Malaysian financial market and the Centre has now become fundamental to the Labuan economy and growing importance to Malaysia generally.