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.
Wealth and Asset Management
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.
08/10/2022
Ocorian makes key hires to newly established Strategic Client Group
They bring a wealth of knowledge and experience to the organisation and will work closely with all Ocorian’s service lines to understand our clients’ strategic objectives and most effective solution to support them going forward.
08/08/2022
Apex Group rolls out EDB digital banking platform
As business demand for Digital Banking services continues to rise post-pandemic
08/05/2022
IQ-EQ’s wins Special Recognition Award at the Jersey Finance Rising Stars Awards 2022
The Special Recognition Award was introduced for the first time this year for those outstanding nominees whom the judges felt should be celebrated for their achievements in their company.
08/05/2022
IQ-EQ wins Best User Experience at the Interact Excellence Awards 2022
The Awards celebrated organisations at the forefront of digital workplace strategy, employee engagement, and innovative internal communications.
08/04/2022
Asia’s HNW and UHNW Investors and the Growing Importance of ESG, Impact & Sustainability
Jersey Finance sponsored a Hubbis mini-survey of the upper echelons of the Asian wealth market in terms of high-net-worth (HNW) and ultra-HNW (UHNW) clients and their relationship to ESG and investing for impact and sustainability.
08/04/2022
Apex Group closes transformative acquisition of Sanne
The addition of Sanne brings another 2,500 people into the Group and adds six new locations in Denmark, Japan, Serbia, South Africa, Spain and Sweden.
08/04/2022
UBS Client Advisor named a ‘Rising star in banking’
The awards, now in their third year, are designed to recognise future leaders across the financial services industry by celebrating young talent in Jersey.
08/03/2022
More interest-rate increases ahead
The extraordinary recent Federal Reserve action on interest rates, with more expected before the end of the year, is an attempt to quell rising inflation.
08/03/2022
Chambers ranking for Guernsey private wealth team
The guide is described as a ‘one-stop shop’ for ranking lawyers and firms in private wealth services, recommending only the best providers to high-net-worth individuals.