Private wealth management is the foundation of The Bahamas’ financial services industry. With its historic commitment to providing high quality service to families that span the globe, The Bahamas is … Read More
Private Wealth Management
Leading in Turbulent Times
***The STEP Caribbean Conference 2009 tackles tough economic climate with a “best in class” lineup of speakers.*** During these tough economic times, more and more trust professionals are looking to … Read More
Full Roster of International Speakers Highlight Private Banking World 2009
More than 100 international speakers and attendees from top tier private banks, rising star boutique firms, and the most sophisticated single- and multi- family offices have been confirmed for ***Private … Read More
Wealth Management Industry – Talent Demands
PricewaterhouseCoopers has issued a Supplement to its 2007 **Private Banking/Wealth Management Survey** that looks in detail at the “people issues” facing wealth managers. Entitled, **“Developing a Talent Legacy”**, the survey … Read More
SMART Funds Ofer New Opportunities for Wealth Management
The Bahamas moved into the international financial services business as long ago as the 1930s and was one of the pioneers of the offshore funds sector that has long been … Read More
STEP Private Client Awards
The Society of Trust and Estate Practitioners has announced the short list for the second **STEP Private Client Awards**. The awards highlight excellence among private client solicitors/attorneys, accountants, barristers, bankers … Read More
Private Banking/Wealth Management Survey
**PricewaterhouseCoopers** has launched its 2007 Private Banking/Wealth Management Survey. The survey has been conducted every two years for the past 14 years, and PwC describes the latest as its largest, … Read More
The Bahamas Regulatory Structure: Compliant and Responsive
Sound, but market sensitive, regulation is the hallmark of an outstanding international financial centre. In The Bahamas, policy makers and regulators are committed to creating an environment designed to encourage … Read More
Wealth Management Planning Seminar
**Steven L. Cantor Managing Partner Cantor & Webb, P.A.** The Bahamas Financial Services Board (BFSB) and the Society of Trust & Estate Practitioners (STEP) are collaborating to host a one-day … Read More
STEP Caribbean Conference
**Theme – International Financial Centres (IFCs): The Essential Piece in the Global Economic Puzzle** The 2007 ***STEP Caribbean Conference*** is being held in Grand Cayman, Cayman Islands on 14-16 May. … Read More