Bringing you live news and features since 2006 

Jersey Trust acquires wealth management business

RELATED TOPICS​

The Jersey Trust Company group has acquired specialist wealth management firm Caversham Fiduciary Services along with more than 30 of its staff to boost its private wealth practice.

Jersey Trust Company says the purchase is an important strategic move for the group, which offers wealth management, corporate and fund and employee services in six jurisdictions. The two companies say there will be no redundancies as a result of the deal.

“The fit between the two businesses is excellent,” says JTC group managing director Nigel Le Quesne. “This acquisition will allow us to benefit from an increase in the scale of our operations, while retaining all the benefits of being a truly independent provider with an absolute focus on client satisfaction and service.”
 
Stephen Whale, formerly managing director of Caversham, will head the enlarged firm’s private wealth practice. He says the two companies share a similar philosophy and approach to business, adding: “JTC is a dynamic and very successful organisation. As part of an enlarged, independent company, we will be able to provide a much broader offering to our clients with a continued focus on quality of service.”

Latest News

Figment Europe, a provider of institutional staking infrastructure, writes that it is solidifying its presence in the heart of Europe’s..
Saving and investing app, Moneybox, has doubled the number of ETFs available on the platform, in the light of ‘growing..
Global X ETFs has announced the appointment of Ryan O'Connor as its Chief Executive Officer effective as of April 8, 2024. ..
Value-driven structured credit investing firm, Angel Oak Capital Advisors, LLC, has announced the completed conversions of two of its mutual..

Related Articles

Ryan McCormack, Invesco
This year sees the 25th anniversary of Invesco’s QQQ, the USD240 billion ETF – the fifth largest ETF in the...
ETFs
The European ETF market achieved a record 28 per cent growth – reaching over USD1.8 trillion assets under management (AUM)...
Sal Esposito, Zacks Investment Management
Zacks Investment Management started doing investment research in 1978 and in 1992 started its investment management arm, initially with SMAs...
Jeremy Senderowicz, Vedder Price
Jeremy Senderowicz, a member of the Investment Services Group at law firm Vedder Price, has witnessed a steady upswing in...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by