01/20/2023
In terms of other trends Ocorian is seeing in the family office space, it cites a significant increase in the number of family offices being set up due to the growing population of younger, sophisticated ultra-high net worth individuals, especially from s
01/20/2023
Those that have made it onto the list are the leaders when it comes to providing the best possible advice and service for clients.
01/19/2023
Under Matthias’ leadership, last year saw the continued growth of JTC Private Office, with revenue figures and new client numbers confirming that 2022 was its most successful year to date.
01/18/2023
This new broker arm of the RF Group, which will be rebranded under RF Advisors, will have a team of experienced and qualified financial advisors offering complete financial planning solutions for every aspect of clients’ wealth journey
01/18/2023
The 50 individuals listed were selected by judges based on the achievements that potential candidates made over the past 12 months, considered alongside their reputations.
01/17/2023
Fund administration is at the core of Apex’s single-source solution, delivering timely, accurate and independent services, underpinned by market leading technology platforms.
01/17/2023
The decisive criteria for the best structure and jurisdiction will depend on the particularities of each family and their asset structure.
01/13/2023
In the spring, the lifting of the energy price caps will likely also mean higher energy bills, even as wholesale natural gas prices come down.
01/12/2023
For nearly twenty years, the Magic Circle Awards have been attracting the leading professionals from the top firms
01/11/2023
The full closure could take up to two years
01/10/2023
The awards champion women in the wealth management sector and both Fiona and Helen, have been nominated for the ‘Woman of the Year – Jersey’ category.
01/09/2023
Recent acquisitions of Maitland and Sanne establish Apex Group’s footprint in South Africa
01/09/2023
This contributed to TISE entering its anniversary year with a total of 4,020 securities admitted to its Official List, which is a rise of 10% year on year and the highest total since the Exchange opened for business in October 1998.
01/03/2023
The Pictet North American Advisors chief investment officer said that 2022 had been a radical rupture from the previous era.
01/03/2023
As part of the celebrations, staff who have worked for the company for the last ten years and beyond were asked what working for the business has meant to them.
12/23/2022
An independent UK wealth management firm, CGWM UK offers private clients, professionals, and charities a complete range of fully integrated wealth management services from discretionary investment management to expert financial planning advice.
12/16/2022
The awards have been designed to recognise outstanding organisations grouped by specialism and geography which the prestigious panel of independent judges deemed to have “demonstrated innovation and excellence during the last year”.
12/15/2022
The WealthBriefing Channel Islands Awards, new for 2022, are part of a global programme run by WealthBriefing and its sister publications WealthBriefingAsia and Family Wealth Report, encompassing all of the world’s major wealth management centres.
12/15/2022
The WealthBriefing Channel Islands Awards are part of a global programme run by WealthBriefing and its sister publications WealthBriefingAsia and Family Wealth Report, encompassing all of the world’s major wealth management centres.
12/13/2022
Face to face will never be replaced, though if technologies aren’t adopted by market participants, they will face a competitive disadvantage.