03/06/2019
The rise of the super-rich: A five-year forecast
Asia is set to outperform as global wealth growth slows, according to a new analysis of UHNWI populations carried out exclusively for The Wealth Report.
Wealth and Asset Management
03/06/2019
Trends and developments in Guernsey's trusts and private wealth sector
The trend is likely to continue with increased regulatory pressures impacting on costs and heightened risks associated with the provision of fiduciary services.
03/06/2019
Millennial Women Are Letting Men Take Care of the Money
More than nine out of 10 women (91%) said they felt less stressed and were more confident about their financial future (94%), believing they and their partners made fewer mistakes when they were both involved (93%).
03/05/2019
Euromoney Private Banking Survey results revealed
More than 2,000 private bankers took part in the 2019 survey.
03/04/2019
Octogone and Firmus announce strategic alliance
Octogone and its clients will access Firmus’ on-line investment services as well as its two fully automated electronic platforms, which provide efficient and effective access to the investment world in the global financial market.
03/01/2019
Investment company buys majority stake in Jersey wealth firm
Managing director Baker said: ‘This transaction will enable us to accelerate our ambitious growth plans to build a leading independent investment business in Jersey.
02/28/2019
Nedbank Private Wealth International Named As One Of Britain's Best Companies To Work For
We exist to protect our clients, advise them with integrity and make their lives easier, and we appreciate that a fully engaged workforce is crucial to achieving this.
02/26/2019
Top Liechtenstein Bank Announces Launch Of Institutional-Grade Cryptocurrency Exchange
DLT Markets provides institutional clients with automated multi-exchange access
02/26/2019
TISE CEO wins Powerwomen award
In the Women of the Year – Business Growth category, Gold was won by Farah Ballands from Estera and Silver by Sheila Dean of Equiom.
02/25/2019
Mauritius trade fund enlists SRB as advisor
The agreement will see SRB provide technical Sharia consultation, certification and operation monitoring through Sharia audit.
02/24/2019
‘Banking is a business that is built on trust’
It is essential that the rules of doing business within the global financial system are not only well written but also robustly enforced
02/22/2019
Bahamas Financial services sector rebranded as “Clear Choice” for wealth management
“For international wealth planners, there is no doubt that IFCs will continue to play a very important role in the delivery of wealth planning tools to meet the needs and objectives of HNW individuals who seek to diversify investments.
02/22/2019
Jersey Finance’s Head of Technical Wins Gold
To have won this award is clearly very positive for me personally
02/21/2019
Fund Administrator acquires LRI Group
This deal is the second Salu has completed this year with its partner Apex, with now more than $600bn in assets under administration and over 40 offices around the world.
02/19/2019
Butterfield beats estimates with $50.9m profit
Net income for the year ended December 31, 2018
02/14/2019
Liechtenstein - a principality with big aspirations
Liechtenstein is slowly carving a role in the Asian wealth management space, boasting two players who are starting to make waves whilst others have already left the stage
02/11/2019
Caye International Bank Named Best Private Bank in Belize
This is a great honor not only for Caye International Bank as a financial institution, but also for the people who work on behalf of our clients every day
02/08/2019
Palatine backs MBO of SMP Group
Stephen Turner, remains as CEO of the Caribbean region.
02/08/2019
CHANNEL ISLANDS: Euromoney banking winners announced
Best Private Banking Services Overall – Affinity Private Wealth
02/08/2019
WMs drive quant expansion: ‘If you don't evolve, you die’
Three wealth managers reveal how they use quant analysis to boost returns.