Search results for : wealth management

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Business
Butterfield Bank (Bahamas) Ltd.

Montague Sterling Centre
Nassau
Nassau / Paradise Island, Bahamas


News Article
December 20, 2023
Windermere Group celebrating 20 years of success at the cutting-edge of global wealth management

NASSAU, BAHAMAS — The Windermere Group is celebrating two decades of success in global wealth management. Founded on the concept of blending the capabilities and gravitas of an international wealth management organization with the ethos and personal touch of a boutique firm, Windermere says it has thrived by offering a network of innovative and collaborative [...]

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News Article
September 29, 2023
Scotiabank exec touts Bahamas-based trust as a solution for modern wealth management

NASSAU, BAHAMAS — A Bahamas-based Reserved Powers and Purpose Trust can be a key instrument for those in the Latin American region seeking solutions to the complexities of securing family wealth in today's regulatory environment, an international financial services summit was told. Speaking on Thursday at the Nassau Conference at the Baha Mar Resort, a [...]

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News Article
October 15, 2014
Bahamas to participate in Latin America's leading event for wealth management

The Private Wealth Latin America & The Caribbean Forum is scheduled for October 23-24 at the InterContinental Hotel in Miami, Fla.
The forum is a pan-regional wealth management, wealth planning and investment management international meeting for private banks, high net worth individuals (HNWIs), wealth managers and family offices.
It brings together 600-plus industry leaders from the Latin America...

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News Article
November 17, 2020
Best Private Bank in the Bahamas: Scotia Wealth Management

Scotia Wealth Management has been recognized by Global Finance Magazine as the Best Private Bank in the Bahamas...

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News Article
August 23, 2019
Equity Partner at Pictet Wealth Management Pays Courtesy Call on Financial Services Minister

Equity Partner, Pictet Wealth Management, Alberto Valenzuela (second from left), paid a courtesy call on Minister of Financial Services, Trade, Industry and Immigration the Hon...

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News Article
May 14, 2019
Symonette: Bahamas will continue to thrive in global wealth management

Despite pressure from global regulatory bodies, Minister of Financial Services, Trade and Industry and Immigration Brent Symonette said yesterday that international financial centers (IFC) like The Bahamas will continue to thrive in the area of global wealth management. Symonette, who was speaking at the opening [...]
The post Symonette: Bahamas will continue to thrive in global wealth management ...

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News Article
March 09, 2019
Sterling Wealth Management Ltd Appoints Managing Director

terling Wealth Management Limited, an affiliate of Sterling Global Financial with some US$9 billion in assets under management or administration, has appointed well-known Canadian wealth management advisor and high-level...

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