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Wealth and Asset Management

10/10/2023

IQ-EQ shortlisted for ‘Best Company to Work For’ in the Belfast Chamber Business Awards 2023

Spanning 21 categories, the awards recognise everything from international businesses to city eateries.

10/10/2023

Societe Generale PB and Kleinwort Hambros launch art advisory service

Societe Generale Private Banking and SG Kleinwort Hambros have announced the launch of an art advisory service.

10/09/2023

Why RBC Wealth Management is Underweight in credit in the UK and Europe & neutral in Gilts

Maintaining hiking optionality is pragmatic for the central bank, in our view, as the risks of upside surprises in inflation data remain.

10/09/2023

Hawk Group expands presence with acquisition of Albion Lending

This acquisition represents a pivotal moment in our journey

10/06/2023

Chris named in ‘Citywealth Next Gen Top 40 Under 40 2023 Listing’

In addition to his director role, Chris is also a committee member of the Jersey Stroke Support Charity and father of five children.

09/22/2023

Ocorian employee named in 2023 NextGen Leaders list by eprivateclient

The aim of the listing is to identify, recognise, promote and introduce the leading young private client practitioners in the profession.

09/15/2023

Cayman Islands to open Singapore office to lure Asia’s wealthy

Caribbean territory lays out ‘red carpet’ to attract hedge funds and family offices from region

09/15/2023

'Swiss authorities are playing catch-up on financial crime reforms'

They also seek to shift the responsibility for that task onto the shoulders of the private sector, which will be under new duties to flag risks and bolster scrutiny of legal structures.

09/14/2023

Local Associate Director also named in NextGen list

Alongside his role at Saffery Trust, he is also Deputy Chair of the STEP Committee in Guernsey.

09/13/2023

Crestbridge Family Office Services’ professional recognised in national Future Leaders list

Danielle has 13 years’ multi-jurisdictional experience in the finance industry.

09/12/2023

Fostering Collaboration: Business and Philanthropy Working Together

The aim is to raise up to US$1 billion over ten years for women fund managers, funds which will then be invested in high impact businesses and projects across Africa.

09/12/2023

JTC Named As Finalist In The 2023/24 Step Private Client Awards

Open globally to firms in the sector, these awards are said to be the hallmark of quality within the private client industry.

09/12/2023

Channel Islands feature strongly in Citywealth IFC 24 Awards

Jersey and Guernsey figure prominently again in this year’s shortlist, both nominated for the IFC of the Year Award.

09/08/2023

JTC Shortlisted Twice In The 2024 Citywealth IFC Awards

JTC won one of these accolades, ‘Trust Company of the Year – Caribbean’, at the 2023 IFC awards.

09/05/2023

TISE announces record turnover for H1 2023

Record turnover of £5.2 million despite the continued macro-economic headwinds

08/30/2023

Tether adds Bahamas-based private bank Britannia as partner: Report

Tether’s reported new partnership with Britannia Bank makes it the third Bahamas-based bank to join forces with the stablecoin issuer.

08/10/2023

Local Independent Trust Company shortlisted in Citywealth IFC Awards.

Valla are delighted to be recognised again by such a distinguished award.

08/02/2023

Suntera Global completes on Carey acquisition

The deal bolsters Suntera Global’s Guernsey proposition and augments its international fund administration capability.

08/01/2023

Butterfield Reports Second Quarter 2023 Results

The return on average common equity for the second quarter of 2023 was 25.9% compared to 28.0% for the previous quarter and 24.5% for the second quarter of 2022.

08/01/2023

Ocorian most-recognised trust company in Chambers and Partners’ High Net Worth Rankings

Chambers and Partners’ inhouse researchers compile the rankings by conducting in-depth reviews and speaking to intermediaries who have worked with the individuals and private wealth firms in question.

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