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The Bahamas Investor

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Results for: Wealth management

Roadmap for financial services

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

The financial services sector is of such importance to The Bahamas’ overall economy that it requires great ingenuity and determination
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Family ties

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

When it comes to taking on new clients, Brendan Holt Dunn, chief executive officer of Holdun Family Office Limited, has
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Family offices – trends and insights

Friday, July 29th, 2016 | Filed Under: Features

Have you ever wondered what it is like to be rich–not just comfortably rich, with the mortgage paid, school fees
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Survive and thrive in wealth management

Friday, July 29th, 2016 | Filed Under: Features

After surviving a period of asset prices in free fall, spiralling revenue and the near collapse of some of the
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Change at Pictet Bahamas

Wednesday, July 27th, 2016 | Filed Under: Features

Pictet Bank and Trust Ltd Bahamas is going through a period of change. After 37 years at the helm, one
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FS Minister addresses STEP luncheon

Wednesday, February 17th, 2016 | Filed Under: News & Press

Here follows remarks by Minister of Financial Services Hope Strachan at The Bahamas’ chapter of the Society of Trust and
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Financial services landscape: LatAm

Friday, January 1st, 2016 | Filed Under: Features

The Bahamas is strategically poised to take advantage of one of the fastest growing markets for wealth management and financial
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Adjusting to global compliance

Friday, January 1st, 2016 | Filed Under: Features

As a practitioner in The Bahamas’ financial services industry for more than 20 years, I have seen many changes. In
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Boutique bank boon

Friday, January 1st, 2016 | Filed Under: Features

In recent years, the global banking industry has developed something of a David and Goliath complex. Growing more wary of
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BFSB awards industry stars at gala dinner – photos

Monday, November 23rd, 2015 | Filed Under: News & Press

The 2015 award recipients are:
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Deltec named Best Private Bank in The Bahamas by Global Finance

Tuesday, November 3rd, 2015 | Filed Under: News & Press

Deltec has been named Best Private Bank in The Bahamas by Global Finance in its first annual World’s Best Private
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Lombard Odier positions Bahamas as a regional hub

Thursday, July 23rd, 2015 | Filed Under: Features

Like its 219-year-old parent company, Lombard Odier & Cie (Bahamas) Ltd knows all too well that self-preservation is key to
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The future of wealth management

Thursday, July 23rd, 2015 | Filed Under: Features

The wealth management industry is undergoing fundamental change across the globe. Changing investor demographics and servicing needs, increased competition from
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Asset management: ties that bind

Thursday, July 23rd, 2015 | Filed Under: Features

The proverbial threefold cord is a symbol of strength and unity, and the lessons that are derived therefrom form the
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Succession planning in China

Thursday, July 23rd, 2015 | Filed Under: Features

The past 30 years have seen China’s economy experience phenomenal growth, becoming the world’s second largest in terms of gross
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