Guernsey launches Private Wealth Forum

STEP Guernsey Chair Adele Perrot, of Butterfield Group’s wealth structuring team, said the event would showcase Guernsey’s strengths, build stronger awareness of the island, and engage directly with valued contacts in London.


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How Regional Banks Do Wealth Management

The bank’s wealth management group then meets with clients monthly or semi-annually for reviews, and welcomes additional interaction as well, seeing it as an “opportunity,” Jervis tells the publication.