All Posts Tagged With: "Collins Stewart Wealth Management"

OH YES THEY DID! LATEST STEP LECTURE ATTRACTS AUDIENCE OF MORE THAN 100

Guernsey News, 10 February 2010 – MORE than 100 professionals turned out for the latest performance in the Society of Trust and Estate Practitioners (STEP) lecture series, sponsored by Collins Stewart.
The lecture took the form of a pantomime titled Know-how for sale – UK tax – to avoid or not to avoid – that is [...]

AUDIENCE PARTICIPATION IS ESSENTIAL AT THE NEXT STEP LECTURE – OH NO IT ISN’T – OH YES IT IS!

Guernsey News, 22 January 2010 – THE curtain raiser in a new series of Society of Trust and Estate Practitioners (STEP) lectures for 2010 will take place next week, sponsored by Collins Stewart Wealth Management.
The evening presentation on Thursday 28th January will take the form of a pantomime.
The star-studded cast of AFR Advocates solicitor Michael [...]

Collins Stewart Wealth Management Wins More Awards

Guernsey News, 2 December 2009 – Collins Stewart Wealth Management (“CSWM”) has won two more significant awards, to add to the two won this year already.  At the Financial Times and Investors Chronicle Investment Awards Collins Stewart was named Best Advisory Stockbroker and Best Stockbroker for Customer Service.
Charlie Roger, Head of Collins Stewart in Guernsey, [...]

TWO PROFESSIONALS SHARE EXPERTISE AT STEP LECTURES

Guernsey News, 13 November 2009 – A tax expert and a lawyer will take to the stage next week to talk trusts for the latest in the Society of Trust and Estate Practitioners (STEP) lectures, sponsored by Collins Stewart Wealth Management.
Tony Mancini, tax director at KPMG, will discuss the subject: ‘Shifting sands – the impact [...]

GLOBAL STRATEGIST GIVES EQUITABLE ADVICE

Guernsey News, 13 November 2009 – A LONDON markets expert advised a gathering of business people in Alderney that equity is still a good long term investment, despite equity markets being irrefutably over bought.
Global strategist at Collins Stewart, Rob Jukes, explained that equity prices had been rising for some time and there will almost certainly [...]

Collins Stewart Fund Management launches first Fund of Absolute Return Funds

Isle News, 26 October 2009 – Collins Stewart Fund Management (“CSFM”) today launches the Collins Stewart Alternative Strategies Fund.
With a target return objective of consistent absolute returns of approximately 6-10% per annum, the fund has daily dealing with no lock up periods or redemption penalties.  It is a UCITS compliant fund of UCITS III funds [...]

STEP lectures return in Guernsey

Isle News, 20 October 2009 – THE Society of Trust and Estate Practitioners (STEP) lunch time and evening lectures are back after a break for the summer, sponsored by Collins Stewart Wealth Management.
Bart Peerless (Partner) and Piers Master (Associate) of Charles Russell LLP and Russell Clark (Deputy Managing Partner) of Carey Olsen will share their [...]

Collins Stewart announces two bursary students

Isle News, 19 October 2009 – Two exceptional students have begun a three year bursary scheme with Collins Stewart Wealth Management.
Amelia Carnachan and Nicholas Thibault were picked from a very high calibre of entries to be awarded £1,500 each year with the potential of paid holiday work.
Miss Carnachan left Ladies’ College with 3 As in Maths, [...]

Collins Stewart launches new client reporting tool

Isle News, 19 October 2009 – Collins Stewart Wealth Management (CSWM) has announced a significant enhancement to the reporting services it offers clients.
Launched last month, the new quarterly valuation package, also available by e-mail, is of a much higher quality and includes an opening summary of key data and graphic representations to better inform their clients.
As [...]

Collins Stewart wins coveted Discretionary award

Isle News, 8 October 2009 – Collins Stewart Wealth Management was named Best Discretionary Service at this year’s Daily Telegraph Wealth Management Awards. 
Collins Stewart won the inaugural Discretionary award in 2007 and were runners up in 2008 so this year’s success means it has triumphed in two of the three years since the awards were launched.