12/16/2024
Announced at a ceremony held in St Helier last week (5 December), JTC was named ‘Trust Company Employer of the Year’ at the annual Wealthbriefing Channel Islands Awards 2024.
12/16/2024
The firm is leveraging ProxySphere technology developed by fintech Tumelo, in collaboration with asset manager Legal & General and investment service provider State Street Global Advisors, to implement the voting framework.
12/16/2024
Schroders named Impact Investing Platform of the Year
12/16/2024
This was stated by Sasha Wiggins, CEO of Barclays Private Bank and Wealth Management, in a presentation to analysts in London.
12/13/2024
After more than 20 years in the industrial sector, entrepreneur Daniel Eggenberger has returned to his original professional home: the financial business.
12/13/2024
The WealthBriefing Channel Islands Awards, held annually, celebrate the most innovative and exceptional firms, teams, and individuals within the wealth management industry.
12/13/2024
The platform integrates exposure to private equity, infrastructure, private debt, real estate, and multi-alternatives, leveraging BlackRock’s expertise in investment, technology, and data.
12/13/2024
The Swiss group, which dates back to the 18th century, targets what is termed the “wealthy” segment of the private banking market, consisting of clients with at least EUR five million to invest.
12/13/2024
SJP has issued notice on Impax’s management of the Sustainable & Responsible Equity Fund to take effect from February if unit holders ratify the decision at a meeting on 9 January.
12/13/2024
The firm says it will focus on the operation and development of its wealth management arm and assess “opportunities” as they arise.
12/12/2024
Managed by head of fixed income Peter Doherty and chief investment officer Ian Wood
12/12/2024
This repeat win reflects HIGHVERN’s reputation for delivering exceptional client service, driving innovation, and achieving significant client and revenue growth.
12/12/2024
The win follows on from Crestbridge FOS being successful in the same category at Wealthbriefing’s MENA Awards in Dubai last month
12/12/2024
RBB Business advisors provides accounting, reporting, payroll, HR and tax services to both a domestic and international client base.
12/12/2024
BCS aims to grow its wealth management capabilities to offset declining revenues
12/12/2024
While there are economic issues to discuss, "people only want to talk about Trump".
12/12/2024
We are delighted to partner with Hamilton Lane and Apex Group for this exciting project.
12/11/2024
The UK is a large market with client investable assets totaling some 3.5 trillion pounds
12/11/2024
These funds are predominantly used in the Quilter managed portfolio service, WealthSelect.
12/11/2024
The transaction will confirm Utmost International as a leading global provider of insurance-based wealth solutions