Month: October 2019
A conversation with Alison Parry and Marie McNeela, Intertrust
Citywealth spoke to Alison Parry, Head of Private Wealth in Guernsey and Marie McNeela, Managing Director of Intertrust Guernsey to discuss evolving as a business, looking for growth in unexpected areas, and the importance of its people.
read moreThe Guernsey ‘green dollar’
The launch last year of the Guernsey Green Fund, the world’s first regulated green investment fund product, has put Guernsey on the map as a hub for investors focused not only on financial returns but also on environmental sustainability.
read moreGermany: Exit taxes keep germans local
Germany’s wealthy stay loyal to the local economy and invest their assets close to home
read moreESG sustainability and The Greta effect
Investors and investment managers who are moving to sustainable finance and wanting to take time doing so, it remains to be seen if Gen Z and the Greta effect will let them do so. If ‘extinction’ rather than sustainability is on the United Nations and social media agenda, it remains to be seen if th
read moreFinancial crime: Tax schemes and investigations .. Tchenguiz
Tax schemes once thought of and encouraged by “professionals” and peers, suddenly turn into scorched earth.
read moreDIVERSITY: Powerwomen Club presents SPONSORSHIP: Moving on from mentoring
On Wednesday 16 October 2019, Citywealth’s Powerwomen Club will be hosting a lunchtime panel discussion on the difference between being a mentor and a sponsor.
read more60 second interview with Rachel O’Donoghue, Buzzacott
In our 60 second interview series, Citywealth speaks to Rachel O’Donoghue, a partner in the financial planning team at Buzzacott about juggling client demands, helping the UHNW to avoid the trends of the day, and her passion for food.
read moreHow to create a successful single family office (SFO): If it was easy everyone would be doing it
The family office concept has been around for a long time, particularly in the US where the entry level to set them up is drilled down to the affluent population, yet the past decade has seen a significant increase in interest in higher value offices from European, Middle Eastern and Asian families
read more