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Wealth and Asset Management

03/31/2025

Jersey’s International Standing Recognised with WealthBriefing Best IFC Award Win

The awards, now in their thirteenth year, commend companies, teams and individuals across a broad range of financial services in the European private banking, wealth management and trusted adviser sectors.

03/31/2025

Kim Sgarlata wins Chief Executive Officer category in WealthBriefing European Awards 2025

The WealthBriefing European Awards recognise and celebrate the exceptional talent within the wealth management sector.

03/26/2025

IQ-EQ achieves STEP Employer Partner Platinum accreditation across Crown Dependencies

The STEP Employer Partnership Programme is a widely respected benchmark for organisations that invest in their people and clients.

03/24/2025

TISE reports record turnover, profit & EPS for 2024

The International Stock Exchange (TISE) has reported record turnover, profit and earnings per share for 2024.

03/17/2025

Fairway Group sees eight team members secure Management Development Accreditation

The accreditation is recognised by The Institute of Leadership and Management (ILM).

03/10/2025

Crestbridge Family Office Services builds on support for Youthful Minds with donation

Crestbridge FOS recently pledged to support Youthful Minds as part of its ongoing commitment to the local community for 2025.

03/07/2025

Ogier stars shine with three Gold wins at 2025 Citywealth Powerwomen Awards

The Citywealth Powerwomen awards – now in their 14th year – champion women in the wealth sector from all over the world and highlight the female leaders of today and tomorrow.

03/07/2025

Cayman Islands Foundation Companies as Private Trust Companies

A Foundation Company in the Cayman Islands is a unique hybrid entity that combines features of both traditional companies and trusts.

03/04/2025

Boston Multi Family Office acquires Aqua Group

Boston Multi Family Office was founded in 2002 as a single family office

03/04/2025

Why Family Offices choose The Cayman Islands

When it comes to jurisdiction shopping, families are looking for a balance between robust yet straightforward regulations and enhanced net returns.

02/26/2025

SG Kleinwort Hambros Charity Donation to FREEDA

It is SG Kleinwort Hambros incredibly generous donation of £45,000 that has enabled us to accelerate our plans

02/25/2025

Naomi Rive named in Private Client Global Elite Directory 2025

Established in 2017, the Private Client Global Elite Directory is a prestigious annual publication that honours outstanding private wealth professionals within the industry.

02/24/2025

Canaccord Genuity Group announces the completion of its acquisition of Brooks Macdonald Asset Management

The acquisition represents an important strategic addition to the Company's operations in Guernsey, the Isle of Man, and Jersey.

02/21/2025

Brookfield Wealth Solutions Announces Year End 2024 Results and Declares Quarterly Distribution Increase

This distribution is identical in amount per share and has the same payment date as the quarterly distribution announced

02/20/2025

Evelyn Partners International relocates to new office in St. Helier

Team in Jersey bolstered with flurry of new hires

02/20/2025

Maximising wealth management: The benefits of Guernsey Private Investment Funds

With Guernsey’s well-established financial sector, PIFs present an opportunity for tailored investment solutions that align with both current market trends and long-term wealth strategies.

02/20/2025

Praxis Receives STEP EPP and ACCA Re-accreditations, Recognising its Commitment to Excellence

The renewal of the STEP Employer Partnership Programme (EPP) Platinum accreditation reflects the company’s ongoing commitment to excellence

02/19/2025

Northern Trust Expands Partnership with Alchemy to Support Its New Special Opportunities Fund

Northern Trust Expands Longstanding Relationship with Alchemy Helping to Launch its Fifth Special Opportunities Fund

02/13/2025

Bedell Cristin Advises on Sale of Advisa Wealth

Advisa’s trusted brand and financial planning expertise is expected to complement Titan Wealth’s existing services.

02/12/2025

APEX Global regulatory update Q4 2024

In Europe, the UK and Channel Islands are updating rules on crypto-assets, ESG, financial services, and anti-money laundering.

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BOJ has enough reserves to maintain stability in foreign exchange market - Byles

08-26-2025

Welcome to the team: Jake Baxter joins F&F LLP compliance team

08-22-2025

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08-26-2025

New leadership at Close Finance

08-26-2025

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08-27-2025

Helen Souza named Bermuda Captive Network consultant

08-22-2025

Strong message for organisations as JOIC issues ‘It’s All About You’ survey results for 2025

08-26-2025

UBS and Gaëlle Deschamps Empower the Next Generation of Female Leaders in Jersey

08-22-2025

‘Class of 2025’ welcomed to PWC

08-29-2025

Banks say mortgage delay issues do not affect all

08-29-2025

Ignite promotes Laura Lyons to deputy director

08-29-2025

Jersey business analyst shortlisted for national award

08-29-2025

Conduit Re interim CUO Nick Pritchard exits in leadership reshuffle

08-29-2025

Twelve Securis reshuffles top team as London and Bermuda head departs

08-29-2025

Cannabis decriminalisation goes to Law Reform Commission

08-29-2025

Cayman lawyers report steady activity but a more cautious outlook for Q3

08-29-2025

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