08/20/2019
KBL aquires wealth management business
KBL epb's return to Switzerland as part of its ambitious growth strategy under the leadership of Jürg Zeltner, who was recently appointed Group CEO and member of the Board of Directors.
Wealth and Asset Management
08/19/2019
Platinum STEP accreditation for Estera
Fully accredited Trust and Estate Practitioner, Richard Prosser, Group Director at Estera, commented: “We are extremely proud to have been recognised for our professionalism, expertise and experience."
08/19/2019
Saffery Champness shortlisted in the Citywealth IFC and Powerwomen Awards
The Powerwomen awards were established in 2014 by editor and founder of international publication house Citywealth, Karen Jones, with the objective of highlighting female leaders across all IFCs.
08/16/2019
HSBC GAM Int’l in Jersey to re-home unknown client assets
HM Receiver General in the Channel Island to look after assets as company’s liquidation is finalised
08/15/2019
Vistra shortlisted in four categories at Citywealth Powerwomen Awards 2020
The shortlist is based on submissions, judges’ recommendation and editorial research
08/13/2019
Crestbridge family office duo shortlisted for future leaders’ awards
The Awards will be judged by a panel of wealth management professionals in the private wealth management sector, supported by online public voting, with winners being announced at a dinner and ceremony in London on 13 November 2019.
08/13/2019
Enhancing Jersey’s Philanthropic Wealth Structures
This act is important for many wealthy families who look to structure that “giving” to causes with which they identify.
08/13/2019
Guernsey Finance targets South Africa private wealth
Guernsey is keen to grow its presence in the region, and Mr Crawford believes the country offers opportunities for the island.
08/12/2019
Swiss Bank Accounts Aren't as Great as They Used to Be
UBS, Credit Suisse and Julius Baer are all passing on negative rates to large account holders. It’s bizarre to argue that this should affect ECB policy.
08/11/2019
Butterfield Shortlisted for Six Citywealth IFC Awards
Over the past nine years, the Citywealth IFC awards have highlighted the excellence of advisers and managers in the private wealth sector.
08/08/2019
Intertrust expands its services in the US
The expansion leverages Funds Services technology adopted through Intertrust's recent acquisition of Viteos, as well as new proprietary software developed in-house, providing clear, user-friendly, and secure access to global entity management.
08/07/2019
Canaccord Genuity Group Reports First Quarter Fiscal 2020 Results
Excluding significant items, first quarter earnings per common share of $0.23
08/04/2019
Fairway Group nominated in four Powerwomen categories
The awards organised by Citywealth celebrate individuals and companies who support caregiving responsibilities, female leadership, and celebrate diversity.
08/02/2019
Channel Islands firms merge to bolster international reach
Deal is a ‘strategic fit’ and will allow the duo to expand into multiple jurisdictions
08/02/2019
Butterfield’s purchase of ABN Amro is a merger of cultures
GUERNSEY and the Channel Islands may have already been a big deal for Butterfield, which has had a local presence for many years.
08/02/2019
ZEDRA shortlisted as ‘Trust Company of the Year‘
We are delighted that ZEDRA has been shortlisted as ‘Trust Company of the Year’ in Switzerland and the Isle of Man
08/01/2019
Fiduciary group to join Oak’s multi-jurisdictional business
The group has offices in Guernsey, the Isle of Man, Jersey, Luxembourg, Malta and Mauritius with more than 200 employees.
07/29/2019
Zedra completes acquisition
The acquisition of Interben provides ZEDRA with valuable routes into the Norwegian, Finnish and Swedish markets.
07/29/2019
Two from IQ-EQ shortlisted in Future Leaders Awards
Greig and Rhuaridh, based in Jersey and Guernsey respectively, each stand out for their strong technical expertise in managing portfolios of complex private wealth structures, their warm personalities and extracurricular achievements.
07/29/2019
Sanne Group Cautions On Earnings Despite Good Interim Revenue Growth
As a result, the underlying operating margin for 2019 is set to be between 28% to 30%, below previous expectations, and underlying earnings per share will be below expectations.