09/25/2021

The Future of Wealth Management is Hyper-personalised

In their survey report “Are You Developing A Hyper-personalised Strategy?”, Objectway asked domestic and overseas Wealth & Investment Managers which definition of hyper-personalisation fitted best for them.

09/24/2021

JTC Wins at Drawdown Awards

The Drawdown Awards celebrate excellence and innovation within private capital fund operations.

09/23/2021

UBS Warned Wealthy Clients Over Evergrande

The move set a course into action whereby relationship managers were told to warn clients of the company’s risk and Evergrande securities were removed from rich clients’ portfolios.

09/23/2021

Ogier proud to sponsor Guernsey Private Wealth Forum

As a result, we are noticing that more and more individuals want to understand the impact of their wealth and use it to help bring about positive changes by supporting and investing in charitable or environmental causes.