05/03/2022
Suntera Global completes Nedgroup Trust acquisition
Nedgroup Trust has a 70 strong team of staff across the Channel Islands, with 50 of those based in Guernsey.
Wealth and Asset Management
05/03/2022
MPC expected to increase Bank Rate to 1.0% in May
The latest Perspective from Ruth Lea CBE, Economic Adviser to Arbuthnot Banking Group.
05/03/2022
Stonehage Fleming announces new appointments in Jersey
Bruce led the Fiduciary Legal unit to provide fiduciary and risk related legal advice
05/03/2022
Finma extends protective measures for creditors of Sberbank
The measures were first introduced at the start of March.
05/03/2022
‘Thrilled’ Appenzell family office obtains Finma licence
Egonon said the licence would elevate asset managers to a higher level of quality and provide investors with greater transparency.
05/03/2022
Liontrust Asset Management PLC Extends Relationship with SS&C
Recently acquired Majedie Asset Management to leverage Eze Investment Suite
05/02/2022
TWM WealthTech 2022 Report
In practice, this means that wealth managers need to go back to basics, identify the parts of the whole, and invest accordingly for long-term strategic success.
05/02/2022
SACCOS are digitising their financial services
Besides this cybersecurity remains high on their agenda while they also need to closely monitor and prevent any fraudulent activities.
04/30/2022
7IM updates platform to streamline portfolio management
This upgrade has an extension also providing the ability to link and unlink client portfolios to specific models, the firm said.
04/29/2022
Schroder Investment Solutions wins Best Model Portfolio Service at the Professional Adviser Awards 2022
Selected by a panel of independent judges, SIS was recognised for its standout range of model portfolios.
04/29/2022
Entrepreneurs choose property over pension for wealth generation
The survey among entrepreneurs and wealthy individuals in the UK found that entrepreneurs are more likely than wealthy individuals overall to have amassed wealth through investment in property, and less likely to have done so through a pension.
04/29/2022
Boris Collardi Joins EFG International
EFG achieved a solid operating result in the first three months of 2022,
04/29/2022
Lights Out in Moscow for UBS and Credit Suisse
While rival Goldman Sachs flew its staff to the Middle East and Société Générale, with a heavy presence in Russia, pulled the plug, the lights continued to burn in the offices of the Swiss banks.
04/29/2022
The best wealth managers in Guernsey in 2022
Guernsey is renowned for its stability, which is important for investors who want to take advantage of the island’s attractive tax regime and trust opportunities.
04/29/2022
Mirabaud Asset Management become a member of Invest Europe
They are a guiding light within the industry, promoting best practice and holding us all to a high professional standard.
04/28/2022
Waverton Annual Report & Accounts 2021
The four key channels in which we operate all performed well and made their own contributions to the overall success of the business in 2021.
04/28/2022
SEB Joins Danish Private Banking Partnership with Ringkjobing Landbobank
The Sweden-based bank said the partnership will allow it to offer its customers a complete range of private-banking services in the Danish market, with Ringkjobing Landbobank's customers gaining access to SEB's range of services.
04/28/2022
Suntera Global establishes US presence with strategic fund services acquisition
The acquisition of Socium, which requires no regulatory approval and completes with immediate effect
04/28/2022
SJP sees record net inflows of £2.91bn in Q1
The company said its retention rate for funds under management had also risen in the first quarter ending 31 March from 95.8% to 96.6%.
04/28/2022
ZEDRA expands global foothold in fund administration services industry with acquisition of Curaçao and US based Atlas Fund Services
Its client base includes emerging and seasoned funds, spanning across private equity, hedge funds and family offices.