CWB Trust Services appointed trustee of Questrade

Bryon C. Smith

VANCOUVER, BCon 10 Feb. 18, 2022 /CNW/ — CWB Trust Services, a wholly owned subsidiary of CWB Financial Group, is […]

Read More

Macau Trust Law – Lexology

Bryon C. Smith

Macau is finally taking the final steps of a long legislative journey to approve and implement a trust regime in […]

Read More

Trust law needs to be reworked: panelists

Bryon C. Smith

The proposed trust law that the Macau Legislature recently approved on first reading requires revision and updates to address issues […]

Read More

Macao Trust Law pending – Commentary

Bryon C. Smith

introductionScope of the billComment introduction In November 2021, the Macao Special Administrative Region (SARM) government delivered its 2022 political speech […]

Read More

Focus continues to grow as it launches trust services

Bryon C. Smith

Focus Financial Partners said it was on track for its most successful M&A year yet, after closing two new partner […]

Read More 0

Financial focus: are trust services right for you?

Bryon C. Smith

If you are extremely busy with your career and family and have accumulated a fair amount of assets, you might […]

Read More 0

Bar Harbor Bankshares: Trust Services accepting applications for Hattie A. & Fred C. Lynam Trust grants until September 18

Bryon C. Smith

Bar Harbor, Maine (September 2, 2021) – Bar Harbor Trust Services is accepting applications for the 2021 Hattie A. & […]

Read More 0

Financial focus: are trust services right for you?

Bryon C. Smith

If you are extremely busy with your career and family, and have accumulated a fair amount of assets, you might […]

Read More 0

Envestnet Trust Services Exchange Adds Peak Trust Company, Completing Access to Innovative Partners in Leading Trusted Planning Jurisdictions

Bryon C. Smith

CHICAGO, July 29, 2021 / PRNewswire / – Envestnet, Inc. (NYSE: ENV) Announces Peak Trust Company (Peak), an Advisor-Focused Company […]

Read More 0

Sterling Trustees joins Envestnet Trust Services Exchange

Bryon C. Smith

CHICAGO, July 8, 2021 / PRNewswire / – Envestnet, Inc. (NYSE: ENV) Announces Sterling Trustees has joined Trucendent-powered Envestnet Trust […]

Read More 0

CWB Trust Services appointed trustee of CI Investment Services

Bryon C. Smith

VANCOUVER, BC, May 20, 2021 / CNW / – CWB Trust Services is pleased to announce its appointment as Registered […]

Read More 0

BOK’s financial advisor trust services are now available as an integrated offering through Envestnet Trust Services Exchange

Bryon C. Smith

CHICAGO, March 25, 2021 / PRNewswire / – Envestnet, Inc. (NYSE: ENV) announces that BOK Financial (NASDAQ: BOKF) joined the […]

Read More 0

Wells Fargo (WFC) to Divest Corporate Trust Services Business

Bryon C. Smith

Wells fargo WFC has signed a definitive agreement to sell its Corporate Trust Services (CTS) business to Australian company Computershare […]

Read More 0

CWB Trust Services Appointed Registered Plan Trustee of Equity Associates Inc.

Bryon C. Smith

VANCOUVER, BC, March 17, 2021 / CNW / – CWB Trust Services (CWBTS) is pleased to announce its appointment as […]

Read More 0

Envestnet Enhances Ecosystem By Launching Envestnet Trust Service Exchange

Bryon C. Smith

CHICAGO, February 24, 2021 / PRNewswire / – Envestnet, Inc. (NYSE: ENV) Announces the Launch of Investnet Trust Services Exchange, […]

Read More

UAE’s new trust law will support wealth management and financial regulation

Bryon C. Smith

Younis Al Khoori, Undersecretary of the Ministry of Finance. The UAE’s finance ministry said on Wednesday that an executive order […]

Read More 0

DeSchuiteneer Joins Bar Harbor Trust Services as SVP, Pensions Coordinator

Bryon C. Smith

CONCORD, New Hampshire – Kimberly DeSchuiteneer has joined Bar Harbor Trust Services as Senior Vice President, Pensions Coordinator. In this […]

Read More 0

CWB Trust Services Announced as Custodian of School District 43 (Coquitlam) Non-Teaching Staff Pension Plan

Bryon C. Smith

VANCOUVER, February 5, 2020 / CNW / – CWB Trust Services is pleased to announce its appointment as Custodian of […]

Read More 0

Viewpoint: No Other State Equals Delaware’s Trust Law Advantages

Bryon C. Smith

Delaware is the number one jurisdiction for personal trusts. The state is at the forefront of innovations in trust law […]

Read More

Tricor Hong Kong appoints Michael Shue as CEO of Trust Services

Bryon C. Smith

HONG KONG – (COMMERCIAL THREAD) –Tricor Group (Tricor), Asia’s leading provider of integrated business, enterprise, investor, human resources and payroll, […]

Read More 0

State Street Expands Trust Services in Singapore

Bryon C. Smith

US asset manager State Street has obtained a license from the Monetary Authority of Singapore to expand its trust services […]

Read More 0