09/19/2022
Three benefits of outsourcing your family office services
By contrast, those who take advantage of family office service providers can avoid several pitfalls, including time-constraints, a significant money drain and inflexibility.
Wealth and Asset Management
09/08/2022
Ellen Hibbs Named as Top 35 Under 35
The prestigious list highlights those young private client practitioners achieving great things
09/08/2022
Apex Group expands North America presence with Prometa acquisition
Apex Group’s services are provided through a single relationship, offering efficient, scalable solutions and enabling clients to grow and expand into new jurisdictions.
09/07/2022
JTC Private Office Shortlisted in the 2022 Spear's Awards
The winners will be announced at an award ceremony on 2 November 2022 at the JW Marriott Grosvenor House, London.
09/07/2022
Inveniam partners with Apex Group to power improved valuations, increased liquidity for Private Assets
Through the partnership, Inveniam and Apex Group will use Inveniam’s patented blockchain technology
09/07/2022
Carey Olsen's Dean Robson named as a leading young adviser
Having earlier in the year featured as part of the Channel Islands Top 35 Under 35, Dean is one of six individuals from offshore law firms to also be selected for the UK edition.
09/06/2022
Butterfield buys trust business from Credit Suisse
All parties are committed to ensuring a seamless transition with a focus on the continuation of services for trust clients.
09/01/2022
Strong year for private banks in 2021 but headwinds are picking up
Private banks in Switzerland experienced a golden year in 2021. Assets under management rose by CHF 373 billion last year.
08/30/2022
Completion of BNP Paribas Jersey Trust Corporation Limited
This latest deal will bring additional scale and local expertise to ZEDRA’s already fast growing Jersey office.
08/30/2022
JTC to buy New York Private Trust Company
The transaction remains subject to various closing conditions and final regulatory approvals and is expected to complete before the end of the year.
08/24/2022
Lombard International sells US and Bermuda business
In Europe, as the largest provider of insurance-based wealth, estate and succession planning solutions, our sights remain set on further growth and continued market expansion.
08/19/2022
Transamerica Life Bermuda releases updated Guide To High Net Worth Life Insurance
Since the last edition of the Guide in 2021, the world and global economy has undergone dramatic changes.
08/18/2022
Why choose a career in private client?
Ocorian’s Prapa Pearce, Ian Rumens, Amy Collins, and Samantha Symons share some of their reflections and advice for those considering entering the private client world and building a career.
08/18/2022
Lombard Bank Group registers €17.2 million pre-tax profit in first half of 2022
Loans and Advances to Customers rose to €704.8m leading to an increase in interest receivable of 3%, while deposits also rose by 3%.
08/17/2022
2022 Butterfield Scholarship recipient announced
During the pandemic, when not practicing her design skills, she worked as a Covid tester. Ms Harris has also achieved the Duke of Edinburgh Silver Award.
08/17/2022
VP Bank Group holding its own in a challenging environment
The stable and broadly diversified client base led to a net new money inflow of CHF 0.2 billion.
08/17/2022
Jersey Shortlisted for ‘IFC of the Year’ at 2022 Citywealth Awards
Continuing to be recognised as a leading IFC even after the turbulent couple of years that we have all experienced underlines Jersey’s resilience and adaptability, as well as the extensive pool of talent, skill, and expertise that makes up and stren
08/16/2022
Family Offices And Succession Planning In The Cayman Islands
The Cayman Islands has long been world-renowned for its highly sophisticated financial sector.
08/15/2022
IQ-EQ shortlisted across five categories in 2023 Citywealth IFC Awards
Winners will be selected by a panel of notable private wealth practitioners from leading international legal and financial firms.
08/12/2022
Marlin Capital Partners expands Apex Group partnership
This extends Apex Group’s existing partnership with Marlin, having been appointed in 2021 to provide outsourced Management Company, Middle Office and Fund Administration services to the Marlin Money Market Fund.