11/09/2021
The finance company was Abacus Financial Services – the trust arm of PwC – and they had attended various schools and colleges to market the business and introduce the students to the financial services industry.
11/09/2021
Standard Bank Offshore Group has scooped the 'Excellence in Private Banking' title at the 2021 International Investment Awards for the third year in a row.
11/09/2021
Online voting counts for ten per cent of the vote and the remainder is made up from Citywealth's panel of private wealth judges.
11/04/2021
Assets under administration were £1.22 billion as at 30 September 2021, unchanged from 30 June 2021
11/03/2021
The panel explored the intersection between sustainable investing and philanthropy.
10/28/2021
Net interest income (“NII”) for the third quarter of 2021 was $75.7 million, an increase of $1.0 million, compared with NII of $74.7 million in the previous quarter and up $0.4 million from $75.3 million in the third quarter of 2020.
10/27/2021
The Covid-19 pandemic and the regulatory and political changes of the past 18 months have prompted family offices to review their operations.
10/26/2021
By launching and managing this new portfolio service from Jersey, we are making a clear statement about our intentions to do just that.”
10/19/2021
Working with the selected trust company, after due diligence has been completed including source of wealth and sourceof funds, a trust deed will then be prepared.
10/19/2021
Over two thirds (67%) of expats also believe their quality of life is better in their current location
10/19/2021
The selected group of industry professionals includes experts in two key areas: consulting & strategy and administration & governance.
10/19/2021
The next generation of African entrepreneurs could lead to a maturing of the continent's family office sector, explain Directors, John Félicité and Kenny Curpen.
10/15/2021
The list of the industry’s most respected practitioners who service the ultra-high-net-worth segment of the market was announced yesterday, with Naomi and Richard making up just five of the advisors included from Jersey.
10/15/2021
It was a pleasure to be able to support an important locally-headquartered business in JTC in pursuing its exciting international expansion strategy.
10/14/2021
The recovery from the pandemic-induced recession was being aided by the fiscal and monetary policy interventions of many governments, and the financial stability induced by central banks injecting more money into economies.
10/12/2021
The country’s smaller domestic market size and lower profitability of wealth management providers also put it in a weaker position compared to the US and the UK.
10/11/2021
Dealing with investment markets means there is often time pressures on certain tasks being completed, which can be challenging and is why I feel organisation is a key skill for my role in the industry.
10/11/2021
As well as those individuals in attendance at the event, a further 13 Crestbridge colleagues attained ICSA qualifications or passed exams in August, as part of their continuing studies:
10/11/2021
Nordic Trustee will continue to be led by CEO, Cato A. Holmsen and a highly experienced management team.
10/11/2021
If certain offshore centres remain closed or impose tight controls, it is going to drive business elsewhere, professor Morriss said.