05/14/2018
Equiom Celebrates Four Shortlistings in the Citywealth Brand Management and Reputation Awards
The ceremony will take place on Thursday 21 June, 2018 at the Trafalgar St. James London Hotel.
Wealth and Asset Management
05/14/2018
Profile introduces Axia Robo Advisor that delivers unique automation to address new markets
The firms benefit, among others, from the sheer automation and flexibility of the platform to manage the full advisory process, its low operating cost and fast client acquisition while delivering “independent” advice with transparency.
05/11/2018
The Deloitte International Wealth Management Centre Ranking 2018
The winding road to future value creation
05/10/2018
Opportunities promoted at busy conferences in London
That was why more families were considering a shift to offshore jurisdictions like Jersey
05/10/2018
Butterfield in Cayman settlement bank role
ACH replaces the process which relied on cheque transfers between the banks and resulted in two to three-day wait times for customers’ local transfers and payments to be completed.
05/08/2018
Seizing the Global HNW Expat Opportunity takes centre stage
According to the company’s latest report, ‘Seizing the Global HNW Expat Opportunity’, 65% of wealth managers target HNW expats.
04/30/2018
Vistra Named ‘Best Administrator - Under $30bn Single Manager’
The judges were carefully selected for their wealth of experience and expertise, as well as their absence of conflicts of interest.
04/27/2018
Diamond-studded venue for an award-winning Asset Management portfolio
The event, held at Gaba premises in Iklin, featured keynote speeches by Stéphane Mesnard
04/27/2018
New Wealth Management Report: Dare to be Different
The equity market correction and volatility spike in February 2018 may be an early indicator for the approaching end of the decade-long bull run in equity markets.
04/27/2018
More Family Office Look Offshore
Jersey is part of the free movement area in the British Isles, and is not part of the European Union.
04/26/2018
Expert industry panel to spark debate at Guernsey Funds Forum
During the final session of the day, Jon Moulton and Dame Helena Morrissey will go on the record in a ‘fireside chat’ format.
04/26/2018
Vistra doubles international expansion services business with acquisition of US-market leader Radius
Following the acquisition, Vistra will have a global IES team of 1,300 employees and a support network of over 3,300 staff, operating in over 70 offices and 40 jurisdictions.
04/25/2018
Cramer Closes Bahamas Chapter
A long story comes to an end: Cramer wanted to get rid of its Bahamas branch in the summer of 2016 and planned to sell it to a group that included IXE Holding, IPG Securities and TR4 Holding.
04/25/2018
7IM hires Rathbones director to launch Jersey office
‘We continue to see strong demand in Jersey for our discretionary investment services and platform.
04/24/2018
Butterfield Reports First Quarter 2018 Results
The core efficiency ratio1 for the first quarter of 2018 was 62.3% compared with 65.4% in the previous quarter and 62.5% in the first quarter of 2017.
04/23/2018
Schroders targets wealth management growth
Schroders’ wealth management business has operations in the Channel Islands, Gibraltar, Switzerland, Hong Kong and Singapore, as well as Britain, Germany, Italy and Spain.
04/20/2018
Results of Butterfield AGM Vote
Each of the proposals numbered 1 through 6 on the Meeting Agenda was approved by the requisite vote, including the election as directors of all persons nominated.
04/10/2018
Prestigious speakers at SGG Crossroads event
This exclusive event will focus on how ‘the finance industry can contribute to a better society’. It will attract an international executive audience of 150 participants active in the alternative fund industry: asset managers as well as lawyer
04/06/2018
Vistra Continues Global Expansion with the Launch of a New Canada Office
This new office will complement our existing offices in North America and further strengthen the experience and expertise we can provide to our clients in this critical region.
04/05/2018
Chinese Firm Wraps Up Liechtenstein Bank
The Vaduz-based private bank's assets stood at more than one billion Swiss francs ($1.04 billion) in October, when the deal was first disclosed.