10/20/2020
Although this award specifically recognises our UK and European operations, we feel strongly that it reflects positively on all of our client teams across the globe, whose international collaboration is crucial to our continued success.
10/19/2020
The rebrand ushers in a new era for the company and reflects its growth and acquisitions in recent years.
10/15/2020
Apex is a portfolio company of Genstar Capital.
10/15/2020
The panel stated: “Assessors were impressed by how Accuro is now totally management owned and tightly aligned with its clients’ interests.”
10/15/2020
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
Recent surveys suggest economic activity is now back to 80% of pre-COVID levels.
10/13/2020
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
The island's population is divided almost equally between those born and raised locally, and those that have relocated there.
10/11/2020
The award winners were announced on 08 October 2020 at a virtual awards ceremony hosted by Private Equity Wire.
10/09/2020
Maintaining close client relationships despite travel restrictions and social distancing measures has been a challenge.
10/07/2020
Traditionally, the majority of wealthy client families delegated the management of their financial assets to investment managers.
10/07/2020
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
The program grants Permanent Residency to individuals who meet specific criteria.
10/02/2020
The transaction involved advice on a number complex corporate and regulatory issues.
10/01/2020
The firm has 362 staff (March 2016: 234) and offices in London, Bristol and Jersey.
10/01/2020
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
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
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.