10/19/2020
Intertrust announces new era with rebrand and strategic partnership
The rebrand ushers in a new era for the company and reflects its growth and acquisitions in recent years.
Wealth and Asset Management
10/15/2020
Apex Group Reaches Nearly $1 Trillion in Serviced Assets Following Planned Acquisition of Fundrock
Apex is a portfolio company of Genstar Capital.
10/15/2020
Accuro crowned “Highly Commended” Independent Trust or Fiduciary Company
The panel stated: “Assessors were impressed by how Accuro is now totally management owned and tightly aligned with its clients’ interests.”
10/15/2020
Private wealth around the world – how did we get here?
Times have generally been good in the IFCs – even the financial crash of 2008 had a (relatively) small impact on the global offshore business – but can we always expect this to be the case?
10/13/2020
Predicting the unpredictable
Recent surveys suggest economic activity is now back to 80% of pre-COVID levels.
10/13/2020
Jersey Trust Manager named Emerging Talent of the Year at International Investment Awards
Much of his role is focussed on developing business opportunities in the Middle East where he has taken time to understand the culture and differing needs of his Middle Eastern clients.
10/13/2020
Private wealth and the Isle of Man
The island's population is divided almost equally between those born and raised locally, and those that have relocated there.
10/11/2020
Ocorian named Best Fund Administrator (Reporting Services)
The award winners were announced on 08 October 2020 at a virtual awards ceremony hosted by Private Equity Wire.
10/09/2020
Emerging from Crisis – Reshaping family offices
Maintaining close client relationships despite travel restrictions and social distancing measures has been a challenge.
10/07/2020
Why are family offices on the rise?
Traditionally, the majority of wealthy client families delegated the management of their financial assets to investment managers.
10/07/2020
Covid-19 Wealth Impact: The World Ultra Wealth Report 2020
The report also reveals a significant decline in wealth from this population in early 2020 due to the impact of the COVID-19 pandemic.
10/05/2020
Singapore looks to lure next-generation business owners and entrepreneurs with updates to its permanent residency scheme
The program grants Permanent Residency to individuals who meet specific criteria.
10/02/2020
Ogier advises Carlyle Group in connection with £91 million take-private acquisition of Harwood Wealth Management Group
The transaction involved advice on a number complex corporate and regulatory issues.
10/01/2020
LGT completes LGT Vestra acquisition
The firm has 362 staff (March 2016: 234) and offices in London, Bristol and Jersey.
10/01/2020
Double Shortlisting for JTC at Citywealth Future Leaders Awards 2020
The Citywealth Future Leaders Awards highlights the employees that have gone above and beyond, showcasing their talent in the wealth management sector.
09/30/2020
Sanne acquires Deutsche Trust Company Limited Japan
The transaction is expected to be completed by 30 September 2020 and Deutsche Trust will change their company name and continue to operate its trust business under "Sanne Group Japan Trust Company".
09/30/2020
JTC Sponsors Guernsey Funds Forum 2020
The online event will run over 3 days for an hour each day and will consist of panel sessions with Q&As and a keynote speech.
09/28/2020
How do PTC’s offer a more holistic approach to succession?
Choosing a successor and planning for wealth handover isn’t only a simple question of structuring.
09/28/2020
Ocorian announces acquisition
The deal, which was agreed on 22 September, is subject to regulatory approval.
09/28/2020
Butterfield Trust Manager shortlisted for Future Leaders Award
The shortlist was chosen through award submissions, judges’ recommendations and editorial research.