Isle News, 20 October 2009 – Touchstone (C.I.) Limited has launched two new software products that will help Jersey wealth management companies meet the demands of international anti-money-laundering regulations and further support Jersey’s white list status.
Speaking at the launch of Microsoft Dynamics NAV 2009 in Jersey recently, Steve Farr, Product Solutions Marketing Manager, Microsoft UK [...]
Isle News, 1 October 2009 – Collins Stewart Wealth Management (“CSWM”) launches a specialist cash management service.
The new service responds to client demand for greater diversification amid concerns about the security of individual institutions balanced against the potential for improving on the meagre returns offered on cash deposits.
The bespoke service is aimed at both onshore [...]
Isle News, 12 August 2009 – The Wealth Management division of Collins Stewart plc delivered a resilient performance in the face of challenging market conditions. For the six months to 30 June 2009 the division recorded net inflows of £182m across all services, total assets under management and administration increased to £5.0bn, and group net [...]
Isle News, 12 June 2009 – The approval of the Jersey Foundations Law by Privy Council this week has been welcomed by Jersey Finance as a hugely positive step in affirming the Island as a centre of excellence for private wealth management business.
Passed by Privy Council on 10th June, the law will enable the first [...]
Isle News, 11 June 2009 – TWO experts will take to the stage for the next talks in the Society of Trust and Estate Practitioners (STEP) evening and lunchtime lecture series.
Cindy Chambaud, associate at Baker & McKenzie in Geneva, and Chairman of the STEP Guernsey branch Alison MacKrill at Turcan Connell will each impart their [...]
Isle News, 20 May 2009 – The Wealth Management division of Collins Stewart plc, primarily based in Guernsey and Jersey, has been highlighted for its resilient performance in the current difficult market conditions, according to the Group’s Interim Management Statement issued on 19 May.
Collins Stewart plc, the financial advisory group reported a net cash figure [...]
Isle News, 15 May 2009 – Fairbairn Private Bank has won an inaugural award, Best International Wealth Manager, at this year’s International Investment Fund and Product Awards, held on Wednesday 13 May at The Brewery in London.
Greg Horton, managing director of Fairbairn Private Bank, who accepted the award from Simon Evans, comedian and guest speaker, [...]
Isle News, 14 May 2009 – RICHARD Hodgetts has been promoted to lead manager for the Collins Stewart Absolute Return Plus Fund team.
Having previously acted as co-manager of the fund for two years, Mr Hodgetts, who was educated at Elizabeth College in Guernsey, has more than seven years experience in hedge funds.
He was head of [...]
Isle News, 13 May 2009 – The next lecture in the Society of Trust and Estate Practitioners (STEP) lunch time lecture series will take place on Friday 29 May at the OGH Hotel.
The lecture, sponsored by Collins Stewart Wealth Management, will be given by Shaun Lacey of Investec Private Bank on the topic: ‘Trustee investments [...]
Isle News, 27 April 2009 – THE ‘Try Rugby’ drive to promote rugby on the island has gone on-line with a new website, facebook fan group and twitter account.
Web activity is being managed by rugby development officer Geraint Cooper, whose position is sponsored by Collins Stewart Wealth Management and the Sports Commission.
He is keen to [...]
