06/22/2020
Global Wealth 2020: The Future of Wealth Management—A CEO Agenda
20th Edition
Wealth and Asset Management
06/19/2020
Guernsey Bid Mars Banque Eric Sturdza's Profits
Banque Eric Sturdza is a case in point
06/18/2020
Transferring wealth: Establishing trusts for multigenerational succession planning
Due to the excellent and professional experience the client had with Vistra, the Settlor of the Trust decided to contribute additional trust funds to the structure.
06/15/2020
Ogier advises on sale of independent trust company
Group partner Matthew Shaxson lead the Jersey-based Ogier team, which included senior associate Kevin Grové and associate Michael Anderson.
06/12/2020
Butterfield Rebrands Singapore Business
Singapore has a strong reputation as a well-established and diversified international finance centre, however we provide services throughout Asia and our new name reflects that.
06/09/2020
Switzerland as a hub for trading companies
Switzerland presents some compelling advantages for trading companies with UBO’s from the CIS region, principally Russia and Ukraine.
06/07/2020
Scotiabank Dominican Republic completed integration with Banco Dominicano del Progreso
It has more than 70 branches with extended hours, an expanded team to customize the service, automated shift system, Wi-Fi, and availability of branches for people with special abilities.
06/04/2020
The rise of Mauritius as a family office destination
The innovative private wealth offerings of the MIFC through a combination of legislative flexibility and fiscal incentives have allowed a successful integration of the HNW / UHNW community into the economy
06/02/2020
We are family and the vital role of the Family Office
Despite family offices not being directly regulated in either Jersey or Guernsey, regulation is a factor for families to consider.
06/01/2020
Zedra Fund Services report little fallout from Covid-19
ZEDRA Fund Services is optimistic about the broader range of new business opportunities that could arise, in particular seeing private funds as a significant growth area
06/01/2020
Returning to the workplace: plan for success
Be sure you carefully understand your local government and health department’s directives and guidelines as you adjust your workplace in this environment .
06/01/2020
IQ-EQ Family Office Services for UHNW clients
The launch comes as the family office space expands, evolves and diversifies, with globally minded UHNW families
05/31/2020
Scotiabank completes sale of British Virgin Islands operations
Scotiabank completes sale of its operations in the British Virgin Islands to Republic Financial Holdings Limited May 30, 2020
05/29/2020
Jersey wealth manager buys trust company
In a bid to ‘increase market share’ and ‘diversify’ its geographical reach
05/28/2020
Human vs Robot: the Struggle for Good Automation in Wealth
In this live discussion we speak with three leading industry experts about whether "robo" and wider trends of automation are fundamentally at odds with the human and relationship-based business model of wealth management.
05/28/2020
The Luxembourg SPF: A private wealth management company of choice
Ultimately, with Luxembourg being a highly developed centre of legal and financial services, private individuals wishing to structure their assets' holding and financing benefit from a one-stop-shop meeting all their expectations.
05/24/2020
Monaco wants its old life back, and so do its bankers
The cancellation of events from exclusive meetups to sports outings may reveal just how useful they were in bringing in new business
05/24/2020
Private Bankers Swap Super Yachts For Webinars To Woo Ultra-Rich
The coronavirus pandemic has intruded even here, in the big-money world of super yachts and the private bankers who tend to their owners.
05/21/2020
Preserving Wealth: Adopting a structure to meet relocation needs
The client’s intention was to simplify the structure, implement a succession planning solution and make the necessary adjustments to preserve wealth and accommodate the future needs of all the family members.
05/19/2020
Julius Baer reports strong increase in client activity
Despite the increased order and trade volumes following the COVID-19 outbreak, Julius Baer has continued to operate and deliver its products and services with virtually no interruptions.