07/05/2022
The Future Leaders Awards champion the rising stars of the private wealth sector aged under 40, who not only excel at their work and display strong leadership potential but are also making a positive difference to society.
07/01/2022
These awards aim to champion young professionals in the wealth sector and highlight our leaders of today and tomorrow.
07/01/2022
The STEP Private Client Awards are widely acknowledged as the most prestigious Awards
07/01/2022
Julian and David will oversee that process of continued development.
06/30/2022
For over six years, these prestigious awards have highlighted and recognised the contributions of over a hundred marketing, business development and public relations professionals within the wealth management industry.
06/29/2022
Recording a trust in writing is generally advisable because it provides more clarity as to the terms of the trust.
06/28/2022
Joe has a particular focus on the Trust, Corporate, Family Office and Private Client markets.
06/27/2022
These Awards are viewed as a hallmark of excellence and innovation amongst private client professionals worldwide.
06/27/2022
They may also consider trusts for managing property investments, which have potential planning and tax pitfalls that clients need to be aware of.
06/27/2022
This year saw a record number of entries, with the panel of judges only shortlisting those firms they felt to be the most outstanding.
06/27/2022
JTC has a strong success history in these awards having won the title of ‘Trust Company of the Year’ in 2019/20 and being shortlisted again in the following years.
06/24/2022
Octopus Australia is building a portfolio of renewable energy assets that will help Australia lower its carbon emissions and meet its renewable energy targets while delivering sustainable, long-term returns for investors.
06/24/2022
This year's awards also saw a record number of nominations, with 337 submissions from 27 countries for the 21 categories available.
06/23/2022
That amount more precisely determines the amount of the loss, which Credit Suisse estimated to be around $600 million in its first-quarter report.
06/23/2022
The winners were announced at an event in London earlier this week
06/21/2022
Apex’s ESG Health Check solution will help BGF to support its portfolio on ESG matters
06/20/2022
In the Jersey Family Office division, Ian Ferguson and Rudi Bodenstein have been promoted to Partner.
06/20/2022
This solution is available for credit strategies deployed via closed-ended, open-ended or hybrid structures.
06/16/2022
Jon Gill has been named Head of Customer – International and Marketing within Wealth and Personal Banking for both the Islands and HSBC Expat businesses.
06/16/2022
The appointments form part of JTC’s ongoing strategic focus to grow its multi-jurisdictional proposition for fund managers, institutions, private clients and family offices