09/01/2021
Successful Succession Planning
The Boston Consulting Group, which compiled the figures, said the ultra-rich held £15.7bn in investable assets, or 15% of the world’s total investable wealth in 2020.
Wealth and Asset Management
08/29/2021
EFG Bank integrates innovation into strategy for clients
The enhanced presence in Cyprus allows us to expand our reach and maintain greater proximity to our local clients.
08/26/2021
Guernsey’s new bespoke private wealth structure
Given the flexibility of Guernsey’s company law, a Guernsey company can be used to mimic a trust to some extent, making a Guernsey corporate vehicle an attractive structure for holding family wealth.
08/26/2021
Suntera announces acquisition in Luxembourg
The move supports its growth strategy and complements its office network in Jersey, Cayman, Bahamas, Isle of Man, Malta, Hong Kong and Switzerland.
08/26/2021
LGT achieves very strong net asset inflows and substantial business growth in the first half of 2021
LGT is confident that it will remain on its sustainable growth path in the second half of 2021.
08/26/2021
Late James Bond actor Connery’s family donates to Lend a Hand Bahamas to promote performing arts
The Connery family’s generous contribution will go toward a recording studio in Lend a Hand Bahamas’ soon-to-come second community center.
08/24/2021
Ocorian makes strategic investment in Guernsey with acquisition of Trust Corporation International
Our combined capabilities and expertise will result in a powerful full service offering in Guernsey from our team of over 160 professionals.
08/20/2021
Butterfield Announces 2021 Scholarship Recipients
The criteria for selection includes academic achievement, financial need and community involvement.
08/20/2021
Trust Corporation buyout ‘is a vote of confidence in Guernsey’
TRUST Corporation International is being bought by Ocorian in a deal described as good news for staff and clients – and a vote of confidence in Guernsey.
08/19/2021
Planning for liquidity - using Cayman Islands private wealth structures for pre-IPO and exit events
Cayman Islands trusts and private wealth structures are now an increasingly popular choice for those looking ahead to protect these significant investment gains in a tax efficient asset protection vehicle.
08/19/2021
Level Up Client Communication In 2021, And Beyond
In the contemporary everchanging scenario it is actually possible to win the best of both worlds, by start looking in depth at the whole art and science of communicating with private clients.
08/16/2021
Ocorian enhances presence in Guernsey with acquisition
This acquisition enhances our ability to provide a comprehensive service offering to private clients and international corporates in Guernsey alongside our existing strength in fund administration.
08/16/2021
Gibraltar-based clients of NatWest International report fraudulent transactions purporting to be made to UK delivery company Deliveroo
The transactions appear to have been made in sums of between £100 to £200.
08/15/2021
Millions of pounds could be flowing out of the UK every week as a result of private equity firms' reliance on tax havens
Private equity firms claim they use them because it is an easier way to manage the array of companies they often own or fund around the world.
08/13/2021
Apex Group awarded “Best Evolutionized Financial Services Brand
Apex Group was awarded this honour for its exceptional commitment to Innovation, Quality, Branding Activities, Customer Service & Performance and providing a Robust Financial System globally.”
08/12/2021
STM Group names new CFO, makes COO redundant in board shakeup
She is expected to join in October "allowing plenty of time for an orderly handover" from the current CFO Therese Neish.
08/11/2021
Sanne sells its minority shareholding in Colmore
Both Sanne.Live and Sanne Spotlight were rolled out to clients in H2 2020 and have received a significant amount of positive client feedback alongside its other digital products.
08/10/2021
Apex Group expands European fund marketing and distribution capabilities with acquisition
This strategic acquisition strengthens the Group’s local presence in Switzerland, supplementing its existing capabilities to serve clients in the wider European market.
08/10/2021
Crestbridge obtains fund administration licence
Today’s announcement regarding, regulatory approval of the fund administration licence further enhances Crestbridge’s established Irish platform and significantly broadens the Irish team’s service capabilities for managers.
08/09/2021
Ogier's Private Wealth team in Jersey maintains top-tier ranking in new Chambers HNW Guide
Their ability to share practical wisdom is a reflection of their breadth of experience in the various disciplines and they have always made themselves available for any queries we have had.