top of page
The latest
News and insights from the private wealth industry
All Posts


FramSearch, Latest polls & market update
Having seen a fierce battle for talent in financial planning, we’re seeing more signs of life in other areas of wealth management. With AI a


Sentient International 40 yrs celebration
Sentient International Celebrates 40 Years of Growth and Excellence Isle of Man, 18 March 2025 – Sentient International, a trusted...


Zedra, new Managing Director in the Cayman Islands
ZEDRA is pleased to announce the appointment of David Mungall as Managing Director of the Cayman Islands. David Mungall of ZEDRA David ...


CAF, CADF Turns 25!
CAF American Donor Fund (CADF) is proud to celebrate its 25th anniversary! Since launching in 1999 as the first ever dual qualified charity,


Praxis: Latest News and Appointments
Praxis has announced two senior appointments to enhance its established client services and leadership team in Jersey.


Henley & Partners launch their Global Citizenship Event Series 2025: Wealth - Mobility - Opportunity for Global Citizens
In today’s fast-evolving global landscape, investment migration is an essential consideration for ultra-high-net-worth (UHNW) individuals an


A fund vehicle to support your friends and family
There may be circumstances when a privately controlled investment company can be attractive for small groups of connected parties. What has


The top 3 reasons family offices use cell companies for their investments
Cell companies are unique corporate structures that segregate assets and liabilities into distinct “cells” within a single legal entity. Thi
bottom of page


