06/12/2017
Caymanians stay connected in UK
CCUK provides students with networking opportunities by hosting receptions in the U.K. and an annual summer reception in Grand Cayman.
Wealth and Asset Management
06/11/2017
Bank marks 25 years in Jersey
Over 200 employees are now based at the La Motte Street headquarters, including 12 staff members who have been with the business for the entire 25 years.
06/09/2017
Isle of Man-based firmn launches estate planning service for advisers
The QTEPS panel will be made up of a range of standard solutions to include all of the most commonly used trusts such as discounted gift trusts, discretionary trusts and loan trusts.
06/09/2017
Waverton targets US expats with MPS launch
The mandates will adhere to an investment process which adopts a global approach to equity and bond selection.
06/09/2017
Private Banker award winners announced
The awards, presented in London on Thursday evening, celebrate the best among the private banks serving wealthy clients across the UK and Europe.
06/09/2017
British Overseas Territories and Crown Dependencies - Disclosure of beneficial ownership and control
This will affect companies and other legal entities incorporated in the Isle of Man, Cayman Islands, BVI, Anguilla, Gibraltar, Jersey and Guernsey. Arrangements will come into effect on 1st July 2017.
06/08/2017
Guernsey Trust & Company Focus - June 2017
Review of recent news and upcoming events from Guernsey's international finance centre.
06/07/2017
SGG Group completes acquisition of Cim Global Business
Together with Cim Global Business, SGG Group forms a leading investor services platform with over 800 staff and state of the art technology.
06/07/2017
Estera continues expansion plan with acquisition
Mark Huntley, CEO of HFSG, commented on the acquisition: ‘This transaction marks a significant development for Heritage, our clients and employees.
06/07/2017
Guardian Wealth unveils ‘client journey re-brand’
The new operation, which involves “upgrades” to the business model, will be headed up by Mike Coady, GWM’s chief commercial officer, the company said in a statement.
06/02/2017
What every HNW needs to know about offshore trusts
The panel started with Hales, who gave a general introduction.
05/31/2017
Nedbank Private Wealth wins International Bank of the Year award
These awards are judged and selected by a balanced blend of industry experts
05/30/2017
Cayman artists showcase works at City of London event
“It is fantastic to be able to stage this exclusive collection of Cayman art to mark our anniversary in this way
05/30/2017
In Defense of Offshore Trusts
Some countries’ asset protection trusts have been characterized as a form of morally dubious economics stimulation.
05/28/2017
Harneys is supplier to Team France in America's Cup
The America’s Cup is a momentous occasion for Bermuda which puts the island on the international stage
05/27/2017
Brooks Macdonald duo named in Citywire Top 30 Under 30 list
Having qualified as a private client manager in 2014, Oliver joined Brooks Macdonald two years ago.
05/26/2017
JTC adds Isle of Man presence with Merril Lynch acquisition
The CEO expressed his delight at concluding this deal
05/25/2017
Standard Bank celebrates 25th anniversary in the Isle of Man on Africa Day
Both in the Island and across the African continent, the business provides a wide range of banking and wealth management services to private indviduals and corporates.
05/24/2017
Estera CEO and Group Directors Recognised on Citywealth Leaders List
The Leaders List is the result of an ongoing year-long programme of peer recommendation and verification.
05/24/2017
STM considers Qrops ‘buying spree’ as European units downsized
In response to changes imposed by the UK budget on the costs of transferring certain pensions to a QROP, management was quick to launch the International SIPP from its UK SIPP business as an alternative product to the Gibraltar or Malta based QROP proposi