04/21/2022
ICIJ’s guide to Russian wealth hidden offshore
What’s an oligarch? How do sanctions work? What have ICIJ investigations revealed about Vladimir Putin and his money?
Wealth and Asset Management
04/21/2022
Guernsey Finance launches Effective Philanthropy report at seminar
To demonstrate this, Guernsey Finance, the promotional agency for Guernsey’s financial services sector, is hosting a seminar on 28 April in London.
04/21/2022
STEP Cayman Islands to host wealth structuring conference
The event will also include the launch of this year’s Trust Cayman magazine published by STEP Cayman
04/13/2022
Standard Bank Offshore Trust Company Limited honoured at Industry Awards
Standard Bank Offshore Trust Company Jersey Limited recently joined the ranks of an elite global group when it was named Highly Commended in the ‘Institutional Trust or Fiduciary Company’ category at the Tenth Annual WealthBriefing European Aw
04/13/2022
Apex Group continues US growth with acquisition
This strategic acquisition serves to further strengthen Apex’s offering for clients in the US market and enhances its ability to offer a comprehensive and high-quality service to clients of all sizes, delivered by local market experts.
04/12/2022
7IM sells off trust and private client business in Jersey
Company will continue to provide services to its platform customers on the Channel Island
04/11/2022
Smith & Williamson International completes acquisition of 7IM Jersey branch assets
Within the broader Tilney Smith & Williamson group, the Jersey office also provides international tax and business advisory services.
04/11/2022
Ravenscroft investment manager recognised in Citywire Top 30 Under 30
Now in its twelfth year, the Top 30 Under 30 showcases the best young talent from across the UK and those who are making their mark in the investment world.
04/08/2022
Family offices and the changing priorities of ESG investing
According to RBC Wealth Management’s Family Office Report, in 2021, the total global family office AuM is estimated at upwards of $424bn.
04/01/2022
Accuro Rewarded "Highly Commended" Independent Trust or Fiduciary Company at the Tenth Wealthbriefing European Awards 2022
Showcasing ‘best of breed’ providers in the global private banking, wealth management and trusted advisor communities
04/01/2022
Migrating your funds to Guernsey – an on-island view
Investment managers with a global portfolio of funds are choosing Guernsey to migrate away from other financial service locations and Guernsey firms to provide a full suite of administration services to these migrated businesses.
03/31/2022
RBC agrees to buy UK wealth manager
RBC Wealth Management (Jersey) Holdings Limited, a wholly owned subsidiary of RBC, has published a Rule 2.7 announcement in the UK under the City Code on Takeovers and Mergers
03/31/2022
Crestbridge Director marks successful year with ‘Rising Star’ accolade
The winners are selected by a panel of independent judges deemed to have demonstrated innovation and excellence during the last year.
03/31/2022
Highvern Completes Acquisition
The acquisition brings Highvern’s total employees to just under 100 and allows the firm to offer further flexibility and choice to its clients.
03/31/2022
Sionic Celebrates Three in a Row
Sionic’s Wealth Management & Private Banking Practice was originally founded as part of asset and wealth management consulting firm Knadel.
03/28/2022
ZEDRA acquires Jersey trust company
The firm also has over a decade of experience providing trustee services to private equity and real estate institutional funds.
03/28/2022
Highvern wins European award for its fund administration services
This news follows further recognition of the company
03/17/2022
Brooks Macdonald International helps Group to deliver strong results
"We are announcing these results against the backdrop of the human tragedy unfolding in Ukraine."
03/17/2022
Julius Baer Guernsey moves into its new purpose-built offices
Having enjoyed significant growth in recent years, Julius Baer required a larger premises to accommodate its circa-150-strong team.
03/16/2022
Bank of Cyprus recognised for asset management services
“Our clients are embracing our services, and as a result, we are continuously gaining momentum which is reflected in our results,” Kalogeris stated.