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
06/15/2022
ZAS’ clients will now benefit from access to Apex’s single-source solution, including services such as Global Compliance Solutions, ESG Rating, Reporting & Advisory and Digital Banking.
06/13/2022
Joining Wendy’s newly formed team is Katherine Heddercott as Assistant Manager.
06/10/2022
Daniel, who was promoted to Manager at the beginning of the year, has over fifteen years’ experience in the offshore trust business and joined Crestbridge in 2017 with a private wealth and family office background.
06/08/2022
The islands’ local expertise, robust regulatory environment and position with regards to the UK, Europe and our international connectivity are a key part of our wealth strategy.