11/03/2023
A ‘global approach’ to wealth advice highlighted at Guernsey private wealth conference
To combat any issues stemming from this, he recommended wealth holders “surround themselves with advisers that are able to give them a global approach.
Wealth and Asset Management
11/02/2023
IQ-EQ grows UAE footprint with launch in Abu Dhabi
The opening of an Abu Dhabi office follows our launch in Dubai earlier this year
10/31/2023
UBS Client Advisor awarded Level 6 Certificate in Private Client Investment Advice and Management
This Level 6 certification demonstrates Will’s exceptional understanding of the principles of private client investment advice and how those principles are integrated into the exemplary support he provides.
10/24/2023
Fitch upgrades Leonteq to "BBB"
According to Fitch, the upgrade of the long-term IDRs assigned to Leonteq reflects the material progress made to grow the franchise
10/20/2023
World's Best Private Bank Awards 2024
The winners are not always the biggest institutions, but rather the best—those with qualities that individuals rate highly when choosing a provider.
10/13/2023
Panellists Announced for Guernsey’s Private Wealth Forum
The panel is highly experienced in working with family offices, multi-jurisdiction families, complex holding structures and complicated trust and estate disputes.
10/13/2023
HSBC Trust and Fiduciary Services wins prestigious Award
HSBC’s Trust and Fiduciary Services business is part of the Bank’s Global Private Banking division, and offers a broad range of succession planning solutions to help families manage their wealth needs.
10/13/2023
Canaccord stockbroker receives top industry award
The President’s Award is presented by the local branch of CISI to the best performer over the year, across two sittings, for the Private Client Investment Advice and Management exam in Jersey (PCIAM).
10/10/2023
Odey Wealth Management to be shut down
UK and Guernsey-based
10/10/2023
IQ-EQ shortlisted for ‘Best Company to Work For’ in the Belfast Chamber Business Awards 2023
Spanning 21 categories, the awards recognise everything from international businesses to city eateries.
10/10/2023
Societe Generale PB and Kleinwort Hambros launch art advisory service
Societe Generale Private Banking and SG Kleinwort Hambros have announced the launch of an art advisory service.
10/09/2023
Why RBC Wealth Management is Underweight in credit in the UK and Europe & neutral in Gilts
Maintaining hiking optionality is pragmatic for the central bank, in our view, as the risks of upside surprises in inflation data remain.
10/09/2023
Hawk Group expands presence with acquisition of Albion Lending
This acquisition represents a pivotal moment in our journey
10/06/2023
Chris named in ‘Citywealth Next Gen Top 40 Under 40 2023 Listing’
In addition to his director role, Chris is also a committee member of the Jersey Stroke Support Charity and father of five children.
09/22/2023
Ocorian employee named in 2023 NextGen Leaders list by eprivateclient
The aim of the listing is to identify, recognise, promote and introduce the leading young private client practitioners in the profession.
09/15/2023
Cayman Islands to open Singapore office to lure Asia’s wealthy
Caribbean territory lays out ‘red carpet’ to attract hedge funds and family offices from region
09/15/2023
'Swiss authorities are playing catch-up on financial crime reforms'
They also seek to shift the responsibility for that task onto the shoulders of the private sector, which will be under new duties to flag risks and bolster scrutiny of legal structures.
09/14/2023
Local Associate Director also named in NextGen list
Alongside his role at Saffery Trust, he is also Deputy Chair of the STEP Committee in Guernsey.
09/13/2023
Crestbridge Family Office Services’ professional recognised in national Future Leaders list
Danielle has 13 years’ multi-jurisdictional experience in the finance industry.
09/12/2023
Fostering Collaboration: Business and Philanthropy Working Together
The aim is to raise up to US$1 billion over ten years for women fund managers, funds which will then be invested in high impact businesses and projects across Africa.