04/08/2022
Family offices and the changing priorities of ESG investing
According to RBC Wealth Management’s Family Office Report, in 2021, the total global family office AuM is estimated at upwards of $424bn.
Wealth and Asset Management
04/01/2022
Accuro Rewarded "Highly Commended" Independent Trust or Fiduciary Company at the Tenth Wealthbriefing European Awards 2022
Showcasing ‘best of breed’ providers in the global private banking, wealth management and trusted advisor communities
04/01/2022
Migrating your funds to Guernsey – an on-island view
Investment managers with a global portfolio of funds are choosing Guernsey to migrate away from other financial service locations and Guernsey firms to provide a full suite of administration services to these migrated businesses.
03/31/2022
RBC agrees to buy UK wealth manager
RBC Wealth Management (Jersey) Holdings Limited, a wholly owned subsidiary of RBC, has published a Rule 2.7 announcement in the UK under the City Code on Takeovers and Mergers
03/31/2022
Crestbridge Director marks successful year with ‘Rising Star’ accolade
The winners are selected by a panel of independent judges deemed to have demonstrated innovation and excellence during the last year.
03/31/2022
Highvern Completes Acquisition
The acquisition brings Highvern’s total employees to just under 100 and allows the firm to offer further flexibility and choice to its clients.
03/31/2022
Sionic Celebrates Three in a Row
Sionic’s Wealth Management & Private Banking Practice was originally founded as part of asset and wealth management consulting firm Knadel.
03/28/2022
ZEDRA acquires Jersey trust company
The firm also has over a decade of experience providing trustee services to private equity and real estate institutional funds.
03/28/2022
Highvern wins European award for its fund administration services
This news follows further recognition of the company
03/17/2022
Brooks Macdonald International helps Group to deliver strong results
"We are announcing these results against the backdrop of the human tragedy unfolding in Ukraine."
03/17/2022
Julius Baer Guernsey moves into its new purpose-built offices
Having enjoyed significant growth in recent years, Julius Baer required a larger premises to accommodate its circa-150-strong team.
03/16/2022
Bank of Cyprus recognised for asset management services
“Our clients are embracing our services, and as a result, we are continuously gaining momentum which is reflected in our results,” Kalogeris stated.
03/14/2022
Highvern helps Brighter Futures
The charities services are free and it is estimated that £1m is needed to run the charity for this year.
03/14/2022
Melville Douglas Scoops Coveted Industry Award
The offshore investment arm of the Standard Bank Group has been named Offshore Manager of the Year for 2021 at the Raging Bull Awards ceremony.
03/11/2022
Embracing Femininity in Family Office
To mark International Women’s Day this week ZEDRA’s Wendy Sim talks about her role in helping family home offices nurture female talent and how she sees her industry as helping to drive forward equality.
03/11/2022
Brooks Macdonald International raises funds for Safer
Safer supports and empowers anyone who is experiencing domestic abuse.
03/10/2022
ZEDRA Enhances its US presence with the Acquisition
The announcement boosts ZEDRA’s Global Expansion and Corporate Service offering in the US, a core market for the firm, and enhances the company’s geographical presence.
03/09/2022
Gold Award for Crestbridge Family Office Services Team
Danielle won Gold in the ‘Woman of the Year - Rising Star’ category at the Awards.
03/09/2022
Highvern’s Ellen Hibbs recognised as ‘power-woman’ in wealth industry
Ellen has had an impressive year, being listed in the Top 35 Under 35 Private Client Practitioners by ePrivateclient, joining Jersey’s #BuildBackBetter initiative, and chairing Highvern’s newly formed ESG Committee.
03/09/2022
IQ-EQ welcomes EG Capital to Launchpad programme
With a focus on achieving economic empowerment at the nexus of gender and climate action, EG Capital’s inaugural impact fund will invest in some of the fastest growing regions in Africa.