Rothschild & Co to launch Madrid wealth management branch aimed at families, charities and foundationsNews Team on 29/07/2021
Rothschild & Co is set to open a new wealth management branch in Madrid focused on ultra-high net worth families, entrepreneurs, charities and foundations, a move the bank says marks a further step in its pan-European strategy
Every industry has seen sharp changes over the last year and a half due to the pandemic, but the wealth sector in particular has seen a major shift with the generational wealth transfer timeline shortening significantly
It is always incumbent on trustees and advisory boards to ensure that any trust structure is serving a useful purpose. At some point it may also be appropriate to consider whether a trust has come to the end of its useful life...
In the last twenty years or so of offshore financial services, conversations with clients about succession planning and wealth transfer haven’t changed very much but the toolbox of solutions has expanded exponentially in that time...
News Team on 22/01/2021
Jersey Finance, in conjunction with Durrell Wildlife Conservation Trust, is launching a new initiative aimed at protecting wildlife and ‘rewilding’ ecosystems around the world
Will Sidery on 15/12/2020
Speaking at the 2020 Jersey Finance Private Wealth conference, Joe Moynihan, chief executive of the promotional body explained that for the island, like the rest of the world, 2020 has been an “exceptional year” during which the island’s financial sector had witnessed the “the devastating effect of the pandemic.”
News Team on 27/10/2020
Over 70 percent of ultra high net worth (UHNW) families have leadership structures in place, says international family office Stonehage Fleming
Sponsored by RBC Wealth Management: The growth of impact investing - Building wealth with positive outcomeson 07/10/2020
Impact investing has attracted increasing attention in recent years from socially conscious investors looking to build wealth while creating concrete social or environmental benefits....
News Team on 09/09/2020
Today sees the publication of the 2020 eprivateclient Middle East Report – an in-depth look at some of the most important topics affecting wealthy individuals and families from the region as well as their advisers across the globe...
- Stonehage Fleming acquires private client business of advisory firm
- Saffery Champness adds former Top 35 Under 35 as tax partner
- PraxisIFM sells fund administration business to focus on private wealth
- HMRC winds up FIC unit but future tax changes not ruled out
- Non-dom numbers stabilise as ‘political hot potato’ falls off radar
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