02/27/2018
Top 25 Finish For Nedbank Private Wealth And Nedgroup Trust
This is particularly pleasing to see during the protracted period of strong business growth that we have been experiencing.
Wealth and Asset Management
02/26/2018
New Directors after HBFS management buyout
The new Directors' strategy involves expanding the firm over the coming years through acquisition and targeted recruitment.
02/23/2018
Crestbridge win at Powerwomen Awards
Now in its fifth year, the event celebrates individuals and companies that support female leadership and diversity within the wealth management sector.
02/23/2018
Rathbones Jersey reports funds growth
Revenue increased by nine per cent to £10.86 million over the same 12-month period.
02/22/2018
Monaco resident is among the winners of the International Philanthropy Summit
This prize recognizes the diversity of talent, ideas and excellence across the world of philanthropy and drives public attention to social responsibility of wealthy individuals and luxury brands.
02/19/2018
Keeping up with the robots
Automation may pose a threat to jobs, but it also puts an added psychological pressure on staff who have to keep pace with the robots
02/16/2018
ARC Group completes MBO
Arthur Labatt, the Canadian businessman who invested in ARC in 2014, remains a minority ordinary shareholder.
02/16/2018
Guernsey group swoops for city financial adviser
The price tag on the deal is not being revealed.
02/15/2018
Deutsche Bank to sell Cayman, Channel Island ops
The transaction is expected to close in stages during 2018
02/15/2018
Vistra Solidifies Presence in Ireland with new Acquisition
Through Vistra Alliance, Vistra has developed a strong ten year relationship with the team and we have seen first-hand that Ireland has become a key jurisdiction for inward investment.
02/15/2018
Butterfield expands and posts record profit
These strong results were driven by our specialized banking and wealth management businesses that generate consistent fee income
02/14/2018
Maitland expands private client business into Guernsey
The new licence sees former Partner of Maitland Advisory LLP (the group’s London law firm), Iris Harvey, take on a new role as Director of Private Client Services for Guernsey.
02/09/2018
Old Mutual launches excess income trust and calculator
Old Mutual Wealth and Old Mutual International have both launched an excess income trust solution and online tool to help advisers offer a simple and tax efficient way to pass on wealth.
02/07/2018
Private Wealth Network brings Caribbean launch to Cayman
The group, which provides a forum for the global private client community to connect, do business and access new market opportunities, hosts events at high-profile venues
02/07/2018
Canaccord scoops Citywealth award for the fifth year in a row
The Awards are judged by an international panel of practitioners drawn from all private wealth sectors
02/07/2018
Offshore specialist in Middle East and Africa expansion
Manages assets worth more than USD 150 billion.
02/07/2018
For China’s wealthy, Singapore is the new Hong Kong
The rich may be feeling exposed by changing banking practices.
02/05/2018
ZEDRA opens a new office in Zürich
The office will be located on Gartenstrasse 23, 8002 Zürich.
02/01/2018
Quilter Cheviot’s Belfast office celebrates 10 years in the city
The head of office, Nigel Crawford, said: “I am delighted to have been at the helm of the Belfast office over the past decade.
01/31/2018
Brooks Macdonald reports funds growth
The results also show that the Brooks Macdonald Group as a whole added more than £1.2bn in discretionary FUM during the half year to end the period at £11.7bn, an increase of 12.3 per cent.