06/21/2018
Active and Optimus to merge
The new enlarged group will utilise the Active Group offices at Tudor House. Optimus Group will move out of Somers House at the beginning of July 2018
Wealth and Asset Management
06/14/2018
ZEDRA moves into the securitisation business
ZEDRA can also help appoint tax and legal advisers for the securitisation process
06/12/2018
The 25 biggest wealth managers in the world revealed
The top five groups run over $5.8 trillion in assets with Asian groups making their presence felt in this year's ranking.
06/05/2018
SGG Group launches offices in the Cayman Islands
The opening of the Cayman office strengthens the group’s position as a leading global service investor firm
06/05/2018
Intertrust listed as a Top Trust Company
The rankings are based on data received on areas such as number of client facing directors, number of client facing trust officers/managers, total number of staff and fee income.
06/05/2018
Bermuda restructuring options remain strong, international trusts forum told
Carey Olsen Bermuda opened in late 2017 and Carey Olsen is a sponsor of the conference for the first time.
06/01/2018
Jersey Crowned Best IFC at WealthBriefing Asia Awards 2018
Jersey has won the award for ‘Best International Finance Centre’ at the WealthBriefing Asia Awards 2018, underlining the jurisdictions reputation as a world-leading international finance centre (IFC).
05/31/2018
Union Bancaire Privée to acquire Luxembourg private bank
UBP has the necessary capacity to further develop the products, services and operations in Luxembourg, while Carnegie can focus on its domestic markets
05/28/2018
Wealth management most fragmented in global finance
Swiss banks ‘best placed’ in industry ripe for consolidation, JPMorgan says
05/24/2018
Jersey Finance Hosts an Educational Finance Event Exclusively for Women in Saudi Arabia
The event was organized in response to the increasing appetite for knowledge by the female Saudi attendees of Jersey Finance’s previous events in the country, and with the ever-growing number of female Jersey practitioners who visit and assist clien
05/22/2018
7IM’s new Jersey office head eyes trust market
Jersey will not be the last island 7IM hops onto, however.
05/22/2018
Jersey-based multi-family office re-brands
In our increasingly digital world, we recognise the need to refresh, update and modernise the way we face the market to ensure that we are better placed to attract the best and brightest talent to join our team.
05/14/2018
Jersey - First for Finance
It also includes informed and insightful comment from leading experts and members of Jersey’s finance industry, examining the Island’s fiscal infrastructure, its vital role in international finance and the breadth of its banking, funds and wea
05/14/2018
CI winners at Magic Circle Awards
The awards, now in their 13th year, recognise the best wealth managers and advisers in the private wealth industry
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.
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.