12/23/2019
Family businesses ‘stepping up offshore investment’
Many billions in assets are held by structures in the British Virgin Islands (BVI) designed for wealth and succession planning purposes.
Wealth and Asset Management
12/19/2019
Finance Isle of Man Launches Campaign to Drive Family and Private Office Business to the Isle of Man
The event which took place last month was lead-sponsored by the Finance Agency and included an invite only panel promoting the Isle of Man as the natural choice for private clients’ structures
12/19/2019
Ocarian shortlisted twice in Citywealth's Magic Circle Awards 2020
The annual Magic Circle Awards identify the best advisers and managers in the global private wealth industry.
12/18/2019
Mirabaud AM announces the merger of two global convertible bonds funds
Since both funds’ investment processes had converged, and in order to allow investors to benefit from economies of scale with a larger pool of assets, Mirabaud has made a proposal, which has been accepted by its investors, to merge the two ESG Conve
12/18/2019
Top wealth managers reveal their New Year’s resolutions
Wealth managers who featured on Citywire Switzerland’s cover this year reveal their resolutions for 2020
12/17/2019
Malta’s Warm Welcome to the World of HNWIs, Wealth Management and Digital Assets
Vasoli explained first that he is director of the law and tax firm dMTV, standing for his family’s surnames de Masi Taddei Vasoli.
12/16/2019
Smith & Williamson delivers positive first half performance
The first six months of the financial year have seen strong revenue growth across most of our business lines, accompanied by further strategic investment in our core systems.
12/12/2019
Key trends expected in the wealth management and private banking space in 2020 - RBC
Another trend concerns the fact that life expectancy continues to increase, and families will find three and, in some instances, even four generations of family members alive at the same time
12/11/2019
Oak CEO included in 2020 eprivateclient 50 Most Influential list
Chief executive officer of Oak, Stuart Platt-Ransom has been named in the 2020 eprivateclient 50 Most Influential list.
12/10/2019
SANNE and COLMORE share joint insight into the future of private markets
Both organisations are excited about what the future holds.
12/09/2019
South Africa managers pick up on Guernsey investment solutions
SA managers will be aware of the European UCITS funds, but Guernsey’s message is to look beyond the obvious.
12/09/2019
Catherine Taylor Named in Citywealth’s International Powerwomen Top 100 list
Catherine has over 20 years experience in the finance industry, qualifying as a Chartered Accountant with Deloitte in 2000.
12/09/2019
Head of Private Client Nick Cawley named in 50 Most Influential list
Those that have made it onto the list are the leaders when it comes to providing the best possible advice and service for clients
12/06/2019
The APAC Balancing Act
For many businesses, staying true to the principles, strategies and decision making that fuelled early growth seems a sensible route to success.
12/06/2019
CEO of Estera named in International PowerwomenTop 100
Following completion, Estera will merge with Inflexion’s existing portfolio company, Ocorian, to form a global corporate service and fund administration leader of significant scale.
12/06/2019
Oak’s managing directors recognised in International Powerwomen Top 100
The ranking recognises women who are power players within the international wealth management community
12/04/2019
Moores Rowland acquired by Isle of Man-based trust firm
The company has operated in Monaco since 1976
12/03/2019
Butterfield wins Cayman Bank of the Year
The Banker, a Financial Times publication, is a UK-based periodical that each year selects banks in more than 100 countries to receive its annual awards.
12/03/2019
Geopolitics and the private client world By Ashley Fife, Chairman- STEP Bermuda Branch
High net worth families increasingly seek to establish or re-domicile trusts and structure in or to politically, economically and socially stable tax neutral jurisdictions that are reputable well situated.
12/02/2019
Praxis IFM reports on 2019 results
The Group’s net profit is down as a result of one-off technical factors associated with integration.