06/02/2022
IQ-EQ Jersey trio named in eprivateclient’s Channel Islands Top 35 Under 35 for 2022
The Channel Islands Top 35 Under 35 aims to identify, recognise and promote the rising talent of the private wealth industry across Jersey and Guernsey.
Wealth and Asset Management
06/01/2022
Administrative penalty of 14 April 2022
Administrative penalty imposed on the credit institution Natixis Wealth Management Luxembourg
06/01/2022
Continued success for PraxisIFM professionals in EPC Top 35 Under 35 CI
Designed to identify, recognise and promote the rising stars of the private client adviser community, Tom, Abi and Lucy are three of just 70 professionals, 35 men and 35 women, to be listed.
05/31/2022
Ocarian - Channel Islands ‘Top 35 Under 35’
The list gives a rundown of the top 35 men and top 35 women client practitioners throughout the legal, accountancy, trust and residential property businesses.
05/31/2022
Four from JTC recognised in 'Top 35 Under 35' Private Client list
It celebrates 35 young men and 35 young women, regarded as being future leaders within the private client industry in the Channel Islands.
05/31/2022
How offshore trusts can help protect wealth against volatility and attacks
Owing to an increasingly challenging global landscape, settlors are turning to trusts for asset protection – but real care needs to be taken when setting up such a structure.
05/30/2022
Succession: what family offices can learn from the Roy family
The generational wealth transfer has been fast approaching for a number of years
05/30/2022
Triple listing for Saffery Champness in ePrivate Client’s ‘Top 35 Under 35’
Donna has been featured in ePrivateClient’s ‘Top 35 Under 35’ Channel Islands list each year since joining the firm in 2018
05/30/2022
JTC Recognised in ‘top 35 under 35‘ Private Client List
Achievements over the past year, career progression and contribution to the industry and their organisation were all considered.
05/29/2022
ANSA Merchant Bank’s Wealth Management team making waves
The Investment Banking arm produced another solid year of “innovative transactions in the domestic capital market,” Hill argued.
05/26/2022
Royal Bank of Canada reports second quarter 2022 results
Net income also benefitted from net favourable tax adjustments in the current quarter.
05/20/2022
Replay: Focus On Wealth Management
In this Focus On event dedicated to Wealth Management, we reviewed a number of new challenges faced by wealth managers: technological transformation, generational wealth transfer and increasingly volatile markets in a sensitive macroeconomic context.
05/20/2022
Bedell Cristin advises on Family PIF conversion
We have found the Guernsey PIF rules to be well suited for structures to manage multi-generational family wealth
05/19/2022
PraxisIFM reports solid results as business embarks on a new growth era
The Group is also targeting a more balanced portfolio, with Private Wealth currently accounting for two-thirds of revenue.
05/18/2022
Apex Group announces major acquisition
This strategic acquisition adds $200bn of Assets under Administration and $17bn of Assets under Management to the Apex platform.
05/18/2022
Carey Olsen shortlisted in the Chambers High Net Worth Awards 2022
The awards look to celebrate the achievements of firms and individuals over the past 12 months by recognising outstanding work, impressive strategic growth and excellence in client service.
05/18/2022
Watch now: Webinar – How to protect wealth against volatility through offshore trusts
Our team of trust specialists can establish and administer your trust in a jurisdiction best suited to your needs.
05/18/2022
IQ-EQ wins two awards in 2022 Citywealth Magic Circle Awards
Winners were revealed at last night’s black tie gala dinner in London
05/16/2022
View from the Top: How Bank One sees Private Wealth in Africa shaping up in 2022
To explain more about Investor’s Circle, it started off as a biannual networking event aimed at bringing together private investors, institutions, asset managers and financial service providers.
05/13/2022
Mauritius Leads the African Region as The Best Destination for HNWIs
The report also emphasizes on the various attributes of Mauritius which strengthen the positioning of the island economy as the fastest wealth growing market in the African continent.