Written by Tim Rogers, Associate Consultant Solitaire Consulting Ltd We are very often defined by what we do. We do not say he or she does accountancy we say they are an accountant. We even define ourselves by what we do. We would not say I do triathlon, but we might say I am a […]
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Case Study: Jersey Royal Consultation Project
This Case Study describes a project undertaken in 2019 in conjunction with Adapt Consulting Company, working on behalf of Solitaire Consulting. “The autumn 2019 consultation on the Jersey Royal Industry has been a breath of fresh air with broad consultation, good cooperation and significant consensus. We need to keep-up this good work in 2020 and […]
Five WealthTech Predictions for 2020
WealthTech is the application of technology to support the wealth management industry. It can be considered as being part of the much broader umbrella term of FinTech. In the context of this article I am considering WealthTech specifically as it relates to the offshore wealth management sector. This includes trust and fund administration companies and […]
Microgen & Touchstone complete merger
Microgen Financial Services and Touchstone Wealth Management announce the completion of their merger. This follows full clearance from all relevant authorities. The deal was first announced in November 2019, which followed a period of due diligence by Silverfleet Capital. Silverfleet have provided the funding for the merger. Read more on my blog from 25 November. […]
Managing the Collaboration Dilemma
Using document collaboration tools and secure web portals to enable collaboration without compromising security. All businesses need to be able to collaborate effectively with employees, clients and their supply chain. There is nothing new here, this has always been the case. However, in today’s interconnected world this collaboration needs to be electronic, over the internet […]
Review: CRS Audit Assessment Event
In this post I am reviewing a recent event on CRS Audit Assessment, held in Guernsey to mark the launch of the partnership between Centenal Legal Technology and Fusion Systems. A relationship that has been established following my introduction of these two technology companies Guernsey and Singapore. The main purpose of the event was to […]
