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Wealth and Asset Management

12/12/2017

Highvern Trustees to set up fund services business

“Highvern has a strong reputation for providing expertise, high quality client relationships and continuity of service” added Martin Hall, Managing Director at Highvern.

12/11/2017

The decline of the Swiss private bank

A clampdown on tax evasion is forcing the closure of many institutions

12/04/2017

ZEDRA celebrates the launch of its US office at an exclusive rooftop venue

The event was hosted by Managing Director Tomás Alonso and attended by ZEDRA Deputy Chairman Bart Deconinck, among others.

11/30/2017

Trust Group Expands Into Middle East

Jersey-Based Trust Group Has Opened An Office In Dubai

11/30/2017

CIBC Bank and Trust Company (Cayman)Cements Place in Asia

The judging panel of local hedge fund COOs and other operations and legal experts working for leading managers in the region had a number of tough decisions to make when coming up with this year's winners

11/29/2017

Offshore wealth management software provider inks cyber-security tie up

“The Panama Papers was a result of a security breach and it is clear with the recent Paradise Papers that the industry has failed to learn the lessons of the past. Given the nature of sensitive data that private banks and wealth managers have acces

11/29/2017

Offshore Wealth Management Sees Adjustments With CRS Rule

The Offshore Wealth Management Market Is Undergoing A Significant Adjustment

11/24/2017

Premier to join industry leaders at BDA London forum

Overseas presenters include Richard Hay of Stikeman Elliott, London; Siân Hill of KPMG UK; and Samantha Morgan of RMW Law.

11/23/2017

Vistra Cycle from Bristol to the BVI

Vistra is hoping to raise at least £2,500 from this challenge to top up the £205,500 they have raised to date.

11/21/2017

Jersey Wins International Finance Centre Award

Its credentials as one of the world’s leading international finance centres.

11/20/2017

Monaco builds into the Med to house new throng of super-rich

The tax haven has a luxury housing crisis – it doesn’t have enough land for the 2,700 multimillionaires forecast to settle there over the next decade

11/20/2017

JTC supports unique supermarket investment company listing

JTC’s London office is providing company secretarial, corporate governance, fund accounting and administration services.

11/19/2017

Mauritius Acquisition Boosts Sanlam’s Pan-Africa Strategy

Sanlam Group, Sanlam Trustees International Forms An Important Part Of The Pan-African Expansion Strategy Of Sanlam Private Wealth Africa

11/19/2017

What does tomorrow’s wealth management look like?

People’s schedules have become busier

11/19/2017

Luxembourg-based private bank denies any plot against Qatar

The article is based on documents that belonged to the United Arab Emirates (UAE) ambassador to Washington, Youssef Al-Otaiba.

11/15/2017

Most Wealth Managers Are Not Knowledgeable When It Comes To Private Placement Life Insurance

PPLI And Private Placement Variable Annuities Can Be Very Powerful Ways For Affluent Individuals To Grow Their Wealth

11/15/2017

Shortage of New Homes Sends Monaco’s Luxury Prices Soaring

A new report finds them clocking in at €53,000 per square meter.

11/13/2017

Guernsey fiduciary strikes UAE strategic partnership

Says it can provide new and existing clients with a more comprehensive selection of services, ranging from legal and local tax advice to audit services.

11/13/2017

Ravenscroft acquires precious metals business

Ravenscroft group Managing Director Mark Bousfield said the addition of BullionRock to the group made sense in the current economy.

11/12/2017

Not All Offshore Funds Are Bad, Just Ask The Queen

Some Structures Help The Rich Evade Tax But Many Are Legitimate

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