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.
Wealth and Asset Management
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.
09/25/2020
Liechtenstein boutique launches gold and crypto fund
The fund invests 75% in gold and 25% in cryptocurrencies, mainly Bitcoin. It has returned 30% since its launch.
09/25/2020
SFAMA and AMP Switzerland to merge
The former chairman of the AMP and president of SFAMA is president of the new association.
09/25/2020
Jersey wealth managers merge
As UK financial planning firm agrees eighth M&A deal of 2020
09/24/2020
Revenue growth amid "difficult" year for PraxisIFM Group
Chairman Andrew Haining said that a combination of factors had contributed to a challenging year, including the impact of Covid-19 during the final quarter.
09/24/2020
In conversation with Farah Ballands, CEO
In 2015, we decided to sell the trust company – so I led the management buy-out of that part of the business, which was backed by Bridgepoint and became Estera.
09/21/2020
ZEDRA announces the Little Dreams Foundation as its charity in Miami and Switzerland
Little Dreams Foundation provides training and advice from professional and celebrity mentors to young children with limited financial means who have a talent in music, art and sports.