Month: June 2017

Five-minute interview with Andrew Young, head of private client services, Davidson & Co Legal Consultants

Author: Bumblebee Design | Date: 30 Jun 2017

Andrew Young talks about the growth of single family offices in Dubai and local clients who seek offshore structures to avoid sharia succession law applying.

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Guernsey: Equiom sets its sights on the USA with local acquisition

Author: Bumblebee Design | Date: 30 Jun 2017

Guernsey fiduciary market is getting from strength to strength, with Equiom’s acquisition of Virtus Trust Group, and Estera that has taken over Morgan Sharpe and Heritage Financial Services.

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Do Chinese UHNW need Western financial services?

Author: Bumblebee Design | Date: 30 Jun 2017

Gaining wealthy Chinese UHNW clients has been a long-term target market for the private wealth industry globally, so we wondered what that meant for Western financial services. Will China leap frog Western players or is there lucrative investment work to be had?

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Investing in cars: fuel for thought

Author: Bumblebee Design | Date: 22 Jun 2017

Although cars have taken a knock and been outperformed in investment terms by wine in the last year, there are still opportunities for a handsome return if you know where to look.

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Isle of Man wins rich Middle Eastern clients

Author: Bumblebee Design | Date: 22 Jun 2017

Middle East, India, China and Brazil are growing sources of business as HNWi’s from those markets seek to invest in the UK with Isle of Man advisers.

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60-second interview: Charles Pike, consultant at Forsters

Author: Bumblebee Design | Date: 22 Jun 2017

Charles Pike talks about challenges his clients face because of increase in regulation, how the UK can benefit from Brexit, and reveals the name of his favourite football club.

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