04/19/2017
ZEDRA shortlisted twice as Independent Trust Company
Winners will be announced at a gala awards dinner which will be held in Singapore on June 1st 2017 at the Westin, Singapore.
Wealth and Asset Management
04/13/2017
Turning CRS uncertainty into opportunity
“The industry is going to become extremely polarised,” he predicts. “And we see a big opportunity.”
04/13/2017
My sadness at Duncan Lawrie winding down
The forthcoming closure means 39 full time members of staff in both the bank and the fiduciary services company are losing their jobs.
04/13/2017
Butterfield 2017 Annual General Meeting
Supplemental Proxy Statement Information
04/12/2017
PraxisIFM Group lists on The International Stock Exchange
The Guernsey-registered business, with assets under administration in excess of $40bn and revenues of more than £30m, has around 300 staff across 10 jurisdictions
04/12/2017
Wealth management needs a digital upgrade
People increasingly have to provide for their own retirement or save extortionate amounts to get on housing ladder.
04/12/2017
First Names Group shortlisted for two WealthBriefingAsia awards
Showcasing ‘best of breed’ providers in the global private banking, wealth management and trusted advisor communities, the WealthBriefingAsia Awards are designed to recognise companies, teams and individuals that the judging panel deemed to ha
04/10/2017
5 Hats Every Wealth Manager Must Wear
In our industry wealth managers aspire to deliver holistic solutions to the affluent.
04/10/2017
Boston Multi Family Office shortlisted for two international awards
“Nobody can excel in this complex field alone and I am privileged to be surrounded by exceptional individuals with a real passion for the work they do.”
04/07/2017
PraxisIFM makes acquisition in Middle East
PraxisIFM has a long-established client base in the Middle East and has been working to develop this market further.
04/06/2017
Nedbank Private Wealth staff make record donation to charities
The amount raised by staff was matched pound-for-pound by the company, giving a total overall fund of more than £30,000
04/04/2017
Trust, fund and corporate services provider expands into the Middle East
With regulatory consent having now been received from the Central Bank of Bahrain
04/03/2017
PraxisIFM Aquisition Will Enable Further Growth
The group has around 300 staff across 10 jurisdictions.
04/03/2017
Equiom expands into Japan
Fifteen team members from Solid Japan will join the Equiom team
03/31/2017
Lagos Visit Highlights Private Wealth Opportunities for Jersey
Nigeria has specifically been identified as priority market for Jersey’s finance industry.
03/30/2017
Transparency award for wealth managers
WHIreland recognised by sector consultants
03/30/2017
Singapore tops list of countries where rich Indonesians stashed funds
The government had set a repatriation goal of 1,000 trillion rupiah, but only about 146 trillion rupiah has been brought back as of Wednesday.
03/30/2017
Salamanca Group announces Trust & Fiduciary management buyout
The business has grown to administer and oversee US$10bn of financial and non-financial assets, on behalf of wealthy families around the world.
03/30/2017
Hargreaves founder backs UK fund manager launch
A lot of the medium-sized wealth management firms have disappeared or upscaled in this increasingly difficult regulatory environment.
03/29/2017
Equiom makes landmark move into UK
Sixty-four staff members will join the Equiom team with immediate effect and the company will begin the process of rebranding to Equiom in April 2017.