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The Bahamas Investor

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Results for: Wealth management

LENO Trust appoints MD

Monday, January 6th, 2020 | Filed Under: News & Press

Following its recent acquisition of Bank of The Bahamas’ (BOB) $103 million trust, LENO Trust Ltd has named veteran private wealth
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Gonet bolsters Middle East expertise with new appointment

Tuesday, August 27th, 2019 | Filed Under: News & Press

Gonet Bank & Trust Ltd, which has been operating in The Bahamas since 1982, has announced that Ahmed El Shahawy
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Butterfield shortlisted for IFC awards

Monday, August 12th, 2019 | Filed Under: News & Press

Butterfield’s Bahamian operations have been recognised by the Citywealth International Finance Centre (IFC) Awards 2020. The bank has been nominated
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Holden Family Office expands into US

Wednesday, July 24th, 2019 | Filed Under: News & Press

MIAMI BEACH, Fla.–(BUSINESS WIRE)–Holdun Family Office, a 5th generation Canadian family with offices in Montreal, [The] Bahamas and The Cayman
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Securities Commission enters MoU with German regulator

Monday, February 25th, 2019 | Filed Under: News & Press

The Securities Commission of The Bahamas has announced that it has entered a Memorandum of Understanding (MoU) under the Alternative
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Family offices – Governance and The Bahamas

Saturday, February 16th, 2019 | Filed Under: Features

Family offices in The Bahamas are continuing to gain recognition as bespoke services are becoming increasingly in demand from an
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Pictet builds on its Bahamas legacy

Saturday, February 16th, 2019 | Filed Under: Features

When he was younger, Pictet Bahamas chief executive officer Alberto Valenzuela wanted to be a golf pro. His calling though
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2019 Bahamas Investor’s Resource Guide

Tuesday, January 1st, 2019 | Filed Under: Investor Resources

The 2019 Investor’s Resource Guide is an invaluable resource for private wealth management practitioners around the world covering tax planning
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Holdun appoints new assistant VP

Wednesday, November 7th, 2018 | Filed Under: News & Press

Germaine Bullard has been employed with Holdun Family Office (Bahamas) Ltd for the past two years as a private client
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New era dawns

Tuesday, June 26th, 2018 | Filed Under: Features

At 61, Ansbacher, a dynamic financial services provider with over $7 billion in assets under administration, is growing bigger and
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Reshuffle at Julius Baer sees five senior bankers leave

Monday, June 25th, 2018 | Filed Under: News & Press

Five senior Julius Baer Group Ltd private bankers in the Bahamas and Panama left to join Swiss rival Gonet &
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Bahamas charts a clear path

Monday, August 21st, 2017 | Filed Under: Features

In today’s world, there is the flexibility to manage our affairs from anywhere. While flexibility is essential, selecting a credible
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Bank Cainvest buys Dartley Securities

Friday, January 6th, 2017 | Filed Under: News & Press

GEORGE TOWN, Cayman Islands, Jan. 6, 2017 /PRNewswire/ — Cainvest Bank and Trust Ltd (“Bank Cainvest”) today announced it has acquired Dartley Securities Business
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Bridges to wealthy neighbours

Sunday, January 1st, 2017 | Filed Under: Features

Although there has been a slow down in the region over the last year, overall growth in Latin American wealth
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Building for the future

Sunday, January 1st, 2017 | Filed Under: Features

Sterling Global Financial is rapidly becoming a flag bearer of success for the Bahamian financial services industry. The group, which
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