04/11/2019
“One interesting aspect of the PTC-type arrangement is that it often allows younger members of the family to get involved, whether directly or indirectly,” said Simon.
04/09/2019
He joined Brooks Macdonald in 2016 and is a member of the international fund selection, asset allocation, portfolio construction and direct equity committees.
04/09/2019
Standard Bank Wealth International is 100% owned by Standard Bank Group, the largest bank in Africa by assets.
04/08/2019
Market-leading financial services firms set to create global specialist consultancy
04/02/2019
This acquisition is another step forward in the growth strategy of the Group's private banking business and will further enhance its already strong footprint in Gibraltar
04/01/2019
The Bights are 20-30 miles of deserted creeks, flats, islands and mangroves — but you will get lost without a good guide.
03/27/2019
Oak has been shortlisted for two awards at the 2019 Citywealth Magic Circle Awards.
03/26/2019
Three companies rooted in uniting to form a mighty Oak
The new business, which is headquartered in Guernsey, employs 160 people across the five jurisdictions.
03/26/2019
JTC announces acquisition of corporate service provider
Given the global consolidation in corporate and funds administration, we are very happy to become an integral part of the JTC family
03/21/2019
Canaccord Genuity buys wealth management firm
It is expected that the acquisition will be immediately accretive to the Company's adjusted earnings1.
03/20/2019
The attractions of China for offshore financial service providers remain
03/20/2019
The whitepaper titled “Jersey – A Clear Choice for Saudi Investors” examined the various approaches sought by investors in structuring inbound and outbound investments
03/19/2019
BVI recorded growth in new incorporation volumes, with 11.2% in the first nine months last year.
03/15/2019
Tom Naratil is co-president of UBS Global Wealth Management and president of UBS Americas.
03/13/2019
Gherson, the law firm which is handling the first two UWOs confirmed that the validity of the first UWO is currently under challenge in the courts.
03/08/2019
The scope of advice available to clients includes advising on business disposals and acquisitions, joint ventures and strategic alliances.
03/08/2019
UK listed fund manager agrees social plan for affected employees
03/06/2019
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.
03/06/2019
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
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%).