06/10/2022
Daniel, who was promoted to Manager at the beginning of the year, has over fifteen years’ experience in the offshore trust business and joined Crestbridge in 2017 with a private wealth and family office background.
06/08/2022
The islands’ local expertise, robust regulatory environment and position with regards to the UK, Europe and our international connectivity are a key part of our wealth strategy.
06/08/2022
The acquisition adds 25 new team members to ZEDRA Malta.
06/08/2022
There remains further development work required before we expect to see the full benefits of this initiatives.
06/06/2022
Jersey is a true international financial centre. Our special report reveals how it offers a stable home for African wealth in a world that is becoming more uncertain by the day.
06/03/2022
CMB has started a “Welcome to Monaco” programme, where clients based in the Principality, and who have recently opened an account, can meet up in an informal setting.
06/02/2022
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.
06/01/2022
Administrative penalty imposed on the credit institution Natixis Wealth Management Luxembourg
06/01/2022
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
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
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
The generational wealth transfer has been fast approaching for a number of years
05/30/2022
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
Achievements over the past year, career progression and contribution to the industry and their organisation were all considered.
05/29/2022
The Investment Banking arm produced another solid year of “innovative transactions in the domestic capital market,” Hill argued.
05/26/2022
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
We have found the Guernsey PIF rules to be well suited for structures to manage multi-generational family wealth
05/19/2022
The Group is also targeting a more balanced portfolio, with Private Wealth currently accounting for two-thirds of revenue.