07/15/2020
Island’s EFG bank presence is 'under review'
Despite the recent market turmoil, we had a solid business performance in the first quarter.
Wealth and Asset Management
07/15/2020
Isle of Man Private Wealth Report 2020/21
Political and economic stability of the jurisdiction is crucial for the successful future. Further consolidation of the private wealth service providers.
07/15/2020
Crestbridge recognises staff with raft of summer promotions
The promotions come as Crestbridge continues to grow its multi-jurisdictional workforce, having recruited more than 15 new starters over recent months, despite ongoing challenging global working conditions.
07/15/2020
Guernsey Private Wealth Report 2020/21
At present, the demand to establish multi-family offices is increasing, higher than that for single family offices. Furthermore, the regulatory environment is increasing for all family offices.
07/14/2020
Xavier Isaac, CEO of Accuro, wins CEO today Europe Awards
This year Winners Edition celebrates the phenomenal achievements and innovation of the most visionary CEOs across all sectors a
07/14/2020
The role of private capital financing sustainability post Covid-19: Learnings from Guernsey’s Sustainable Finance Week
The key result identified for the public was that whilst managing the recovery post Covid-19 in a sustainable manner, there will be a continuing need to develop products and services to draw in private capital.
07/13/2020
Intertrust employees listed as CI Top 35 Under 35
Mr Matthews has 10 years industry experience and is a Manager in the Private Wealth team at Intertrust in Guernsey.
07/13/2020
Apex Launches UAE Corporate Solutions Business
The addition of these services to its UAE operation enables the Group to deliver its single-source solution, covering the full value chain, to both new and existing clients.
07/13/2020
4 Imperatives Investment & Wealth Managers Have to Deliver to Transform Distribution
Firms are now turning their attention to how they can retain some of the benefits of remote working, while also addressing the challenge of developing new client relationships.
07/10/2020
Conyers gains Chambers recognition
The Chambers High Net Worth guide serves as a directory for the private wealth market and is used by family offices and professional wealth advisers.
07/09/2020
World Wealth Report 2020
High net worth individuals show interest in sustainable investing, scrutinize fees and want hyper-personalization
07/09/2020
Women and wealth: trends that shape philanthropy, risk and choosing trustees
Wealthy men and women both like to give to various causes and may well set up philanthropic entities like foundations to leave significant amounts to causes close to their hearts.
07/08/2020
Creating Wealth: Taking successful business experience overseas through a joint venture
In order to ensure the venture was a success, they required help with legal, regulations and finances and in effective implementation of various governance, banking and accounting processes.
07/07/2020
Why the Channel Islands for Private Investment Funds?
Neither of the private fund regimes in the Channel Islands requires a prospectus to be drafted or published and this clearly has the potential to save cost and time.
07/06/2020
Equiom expands its European footprint with Netherlands acquisition
This marks the first step in a broader strategy for Equiom to increase the provision of services for asset managers in Tier 1 jurisdictions.
07/02/2020
JTC Wins Mandate for New Brooks MacDonald International Funds Business
The acquisition is expected to complete later this year, subject to regulatory approval, and represents a high-quality investment offering for an affluent and high net worth client base, with Funds Under Management of £1bn (May 2020).
07/01/2020
JTC Completes Acquisition of Sanne Private Client Business
The deal forms part of JTC’s ongoing growth strategy, with the company continuing to see opportunities for organic and inorganic growth across both its Institutional and Private Client Services divisions.
07/01/2020
Family Values: Take Back Time – Family Office Services
Life is complex and it is no wonder ‘money-rich, timepoor’ is still an expression that can be found used twenty years later.
06/30/2020
Act fast in the face of transformation in the Island’s wealth management sector
Client expectations are changing because the clients themselves are changing.
06/30/2020
Labuan IBFC: 30 Years of Intermediating Asia - Exclusive Interview with Director General, Labuan Financial Services Authority
Get an indepth exclusive on Labuan IBFC, his thoughts about the industry performance for 2019 as well as his future plans and aspirations for the jurisdiction.