09/02/2019
Vistra shortlisted in Global Custodian Industry Leaders Awards 2019
Vistra ensures the smooth set-up and operation of alternative investment funds, providing support throughout the fund’s lifecycle.
Wealth and Asset Management
09/01/2019
Clarien Bank Donates $10,000 To OutBermuda
OUTBermuda, which officially became a registered charity in May 2016, seeks to raise awareness about issues in the LGBTQ community on the Island – such as workplace inclusiveness, bullying in schools and unequal treatment under the law.
08/29/2019
Hatstone’s Sanmari Crous qualifies as a Certified Financial Planner Professional
This achievement comes after successfully completing a post-graduate diploma in Financial Planning at the University of Free State in 2018
08/27/2019
LLB on Pace to Hit Record
LLB also posted an increased in net income, which rose to 61.1 million franc in the first six months from 45.8 million in the same period a year ago.
08/25/2019
Mauritius Commercial Bank opens an office in Dubai
In his new capacity, Graewert will be working closely with MCB’s senior management team and strategic business units based in Port Louis, Mauritius.
08/23/2019
Lombard Bank Malta plc half-yearly results for 2019
Customer deposits increased by 2% while the resultant Group Net Interest Income for H1 2019 was up by 14% from €9.0m to €10.2m.
08/22/2019
Liechtenstein private bank posts income increase
We closed the first half of 2019 with good results despite volatile market conditions.
08/21/2019
Gibraltar-based firm eyes expansion after WM acquisition
It is ‘looking at obtaining licences’ to bolster its operations
08/20/2019
Fairway Group leads the way for Jersey with four International Investment award nominations
Jersey is blessed to have such a high concentration of highly qualified experts in this area of finance with a proven track record of advising on, delivering and servicing international clients.
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.
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.