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.
Wealth and Asset Management
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.
05/19/2020
How will ESG shape the future of funds, corporations and family businesses?
In general terms, family businesses have also looked to embrace ESG factors as part of more sustainable business models, and the result is more frank and open discussion about complex ESG themes, both by younger and older members of the family.
05/14/2020
‘Vistra 2020’ — Charting a decade that transformed corporate services
It is testament to the industry’s appetite for an open debate about its future that we’ve seen participation climb each year and the report gain truly global reach.
05/13/2020
Apex And Bite Announce Partnership
Apex delivers a single-source solution covering the full spectrum of financial services products to asset managers, capital markets and private clients via over 40 offices and 3,500 employees worldwide.
05/12/2020
Olympians help Canaccord Genuity Wealth Management workforce keep moving and motivated through COVID-19
Canaccord is working with TeamedUp and six Olympic athletes to create the powerful and engaging series of content.
05/08/2020
Helping preserve and transfer wealth across multigenerational Latin American families and family businesses
With well over half of the world’s population currently facing constraints on their daily routine, it’s inevitable that families are spending more time together
05/08/2020
Crestbridge Family Office Services Maintains Momentum in Early 2020
A double nomination in the Citywealth Magic Circle Awards has helped Crestbridge maintain its momentum in early 2020 and reinforced its leading position in the family office sector.
05/07/2020
Philanthropic Donations Support Healthcare System
The fund will channel donations appropriately to ensure monies are directed to the areas in most need of extra support.
05/06/2020
Ashburton Investments partners with JTC
The agreement will provide clients in Ashburton’s Jersey domiciled funds and nominee service with an enhanced administration service, delivered through the latest advances in fund administration technology.