JTC, a Jersey-based provider of fund, corporate and private client administration services, has made four senior appointments in the US and Latin America within its Private Capital Services ...

Pacific Asset Management has set up a Latin American entity based in Montevideo, Uruguay, giving the business a permanent presence in the region for the first time. Sales directors Inés Pick and ...

The UK legal and accounting firm will combine its professional services with G3 Partners’ business development and investor outreach work across the Western US and Canada.

The most successful modern trusts, so this article argues, are those that adapt not just to property held but to the families for whom it is held.

Amber River London-headquartered Amber River, a national financial planning business, has strengthened its central leadership team by appointing Rick Lowe as chief financial officer (pictured below ...

As intergenerational wealth transfer is taking place, with tens of trillions of dollars at stake, preparing heirs to manage assets and businesses is a major focus for private banks. HSBC is working ...

Citigroup’s wealth business lifted third-quarter 2026 revenues 15 per cent to $3.3 billion, with growth across all three units and net income up 93 per cent. Net income at Citigroup’s wealth business ...

As published here, this news service is looking at the life insurance sector in Singapore and the wider region, seeing how wealth management fits into the picture. One of the firms interviewed was ...

Apex Group Apex Group, a global financial services provider with more than $3.5 trillion in assets serviced, has appointed Olivier Portenseigne (pictured) as global head of transfer agency products ...

Keane also said that by saving 10 per cent for 40 years, an Irish saver's cash runs out for those aged 78 while it lasts until 100 when invested. To retire on pay, she said every country but Spain ...

Franklin Templeton California-based investment manager Franklin Templeton has launched the Franklin Putnam Focused US Research UCITS ETF, Putnam Investments’ first actively managed ETF in the UK.

The bank has secured approval from Dubai’s Virtual Assets Regulatory Authority to let eligible clients buy and sell the two cryptocurrencies directly through their existing Standard Chartered accounts ...