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.
Wealth and Asset Management
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.
06/29/2020
Ravenscroft to acquire Wealth manager's Isle of Man business
The wealth manager's Isle of Man subsidiary was launched in 2014, contributing £1.2m of annual revenue to the business
06/29/2020
7 benefits of a UAE foundation
An independent legal entity, foundations provide the founder with an opportunity to consolidate their wealth in one vehicle at the same time
06/26/2020
BNS sells another Caribbean bank
The Central Bank of Belize will now review the new offer.
06/26/2020
Deltec Bank & Trust Named Best Private Bank Caribbean 2020 by Global Banking & Finance Review
This approach has already garnered international attention as the bank continues to modernize and to enhance the overall experience for its clients.
06/25/2020
Leading out of lockdown: Five key priorities for post-crisis asset and wealth management
The immediate challenge will be in meeting heightened client-service, regulatory and reporting demands, especially if social distancing and limits to face-to-face interaction persist well into next year.
06/25/2020
Private Client Services in the Cayman Islands - Q&A with Michael Halsey
Clients are certainly getting more sophisticated and a lot more of them are coming to us well informed about the type and use of structures.
06/24/2020
Brooks Macdonald acquires Channel Islands wealth management business
Completion is expected to take place in the fourth quarter of 2020 subject to regulatory approval.