06/09/2023
Lawrence J. Chastang, Jr. on Insights for Cross-Border Wealth Management
The funds within the annuity are then invested in a variety of underlying investment options including stocks, bonds, and alternatives.
Wealth and Asset Management
06/09/2023
Triple Success for JTC Private Client Services Team in NextGen Leaders' List
The reputation of the individual’s company, their career trajectory, experience and involvement in promoting good organisational culture are all criteria considered by ePrivateClient when compiling the list.
06/01/2023
Wealth consolidator forks out £8m on double acquisition
Jersey-based firm Team has broadened its global reach through acquiring Globaleye Wealth Management and Thornton Associates.
05/24/2023
ZEDRA Announces Close of Strategic Minority Investment from BCI
This investment, which was announced in March 2022, has been approved by all relevant authorities.
05/24/2023
Carey Olsen advises Carey Commercial on its sale to Suntera Global
Following its acquisition of Carey, Suntera's Guernsey service offering will be bolstered with addition of 80 new staff members and clients in more than 50 countries.
05/17/2023
Praxis looks to expand yacht services offering with planned acquisition of Sarnia Yachts
With a pedigree of over 50 years, Sarnia Yachts is one of the longest-standing players in the superyacht support sector
05/17/2023
Praxis reports strong organic growth in 2022 year-end results
The Group took decisive steps on its strategy to grow revenue and achieve underlying EBITDA of £20m+ by 2025.
05/16/2023
Suntera Global bolsters Guernsey presence with acquisition of Carey
Suntera Global makes a further Guernsey acquisition to broaden its service offering and augment its international fund administration capability.
05/16/2023
Jersey Private Funds & the Middle East
A JPF is a regulatory fund structure created for a small number of sophisticated investors, ideal for family offices and club investors when investing in alternative asset classes.
05/10/2023
Evelyn Partners International joins with Flagstone International
The new cash deposit platform will allow clients to effortlessly transfer money between accounts so they can react quickly to new interest rates
05/03/2023
IQ-EQ wins two awards at 2022 WealthBriefing Channel Islands Awards
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.
05/03/2023
Increasing wealth drives family office focus on philanthropy and succession plans
This is particularly important in the smaller group of family office professionals who don’t currently see a natural succession of wealth and leadership amongst their clients.
05/03/2023
IQ-EQ wins the ‘Wealth Innovation Award’ at the Luxembourg Wealth Management Awards 2023
Winners were announced at a gala dinner in the European Convention Centre in Luxembourg.
04/26/2023
TISE launches private markets offering
TISE Private Markets provides unlisted companies with access to an integrated set of tailored electronic trading, settlement and registry solutions.
04/25/2023
IQ-EQ wins the ‘Wealth Innovation Award’ at the Luxembourg Wealth Management Awards 2023
IQ-EQ was awarded the ‘Wealth Innovation Award’ for outstanding private wealth services both globally and in the Luxembourg market.
04/19/2023
Labuan IBFC records laudable growth despite challenging economic backdrop
The jurisdiction’s key focus areas of Islamic finance, captives and digital financial services record significant achievements
04/17/2023
Labuan IBFC Delivered Commendable Growth In Multiple Fronts
Labuan IBFC complements the activities of the domestic Malaysian financial market and the Centre has now become fundamental to the Labuan economy and growing importance to Malaysia generally.
04/17/2023
Jersey based Oakglen Wealth launches UK investment management arm
Quilter Cheviot veteran Dominic Tayler at the helm as Managing Director (UK)
04/13/2023
Family offices and private trust companies: injecting freedom into the trust structure
As settlor education grows around the world, we see no reason why this trend of families, and family offices, taking control of their futures should not continue.
04/06/2023
Jersey Finance Promote New Presence in South East Asia
With the official launch of our presence in Singapore and wider South East Asia, we have been very active on the ground in recent weeks.