Butterfield Group

Thanks to all who joined us at last night’s Cayman Captive Forum opening reception! Don't miss today's Investment Panel Discussion featuring our Head of Wealth Management, Monique Frederick, MBA, CFA, FRM., at 1:20 p.m. in the Little Cayman ballroom. This session will examine key themes persisting in the investment landscape, from the interplay of fiscal and monetary policy to geopolitical tensions and proposed government policy changes. Monique will be joined on the panel by Hugh Barit of PRP Performa Ltd. and Chris Kresic,CFA of Jarislowsky Fraser Ltd. We hope to see you there! Remember to stop by Booth 23 at any point to visit with our team. David Brosnan Maria Burley-Smith Mary Burke-Cameron Sadiq A. Mohammed Dwight Merren Triona Clarke Robert R. Reece Jarvis, CFA Tanisia White TESHA DIXON-THOMAS #CaymanCaptiveForum #CaptiveInsurance #WealthManagement #AssetManagement #Investing

We are delighted to return as a Gold Sponsor for the 2024 Cayman Captive Forum, which will take place from the 3rd to the 5th of December in Grand Cayman. Once again, we'll host the Tuesday night opening reception and look forward to connecting with new and familiar faces around the pool at the Ritz-Carlton next week. We'll also have our booth set up throughout the conference where attendees can connect with our local Relationship Managers. Cayman Captive Forum offers the perfect mix of learning and networking. This year's agenda will address some of the industry's most important topics, from healthcare innovations and best practices in captive governance to insights on reinsurance, cyber risk, and data-driven decision-making. We proudly offer our continued support and can't wait to see you all there! Monique Frederick, MBA, CFA, FRM David Brosnan Maria Burley-Smith Mary Burke-Cameron Sadiq A. Mohammed Dwight Merren Triona Clarke Robert R. Tanisia White TESHA DIXON-THOMAS

This month’s Investment Views discusses the potential policy and market implications of the US election. Bond yields moved higher and US equities outperformed with cyclicals leading the way. There is a great deal of uncertainty in the outlook but the inflation backdrop and financial markets are key guardrails that will help shape and moderate future policy. You can read the full report here: https://lnkd.in/gUuB2MRT

It's a busy week for our Trust team worldwide... Alongside STEP Asia, nine team members, including senior leaders Michael Neff, Group Chief Operating Officer, and Jane Pearce, Group Head of Trust, will attend the International Private Client Forum at the Villa d'Este in Lake Como from November 13 to 16. It is our great pleasure to return as Principal Partner of the IPCF for the sixth year, as our peers from around the world gather for three days of keynotes, panel discussions, and breakouts. Notably, this year, our own Nigel Mifsud will join Anthony Poulton of Baker McKenzie and Sarah von Schmidt of Farrer & Co. to lead a critical discussion on "Reserved Powers and Trustee Duties: Lessons from Ivanishvili," which will explore pressure points and trustee risks in heavily settlor-controlled trusts. We look forward to a productive week of insights, networking, and collaboration and welcome our new Chairs, Jonathan Speck and Beatrice P. We wish them the very best in their inaugural year! Learn more about our Trust business or connect with our team at https://lnkd.in/g6aN-MZv #WealthPlanning #Fiduciary #Structuring #PrivateClient #GlobalElite #Butterfield #Trust #EstatePlanning

We are delighted to attend this week's STEP Asia Conference 2024, taking place November 12 and 13 at Marina Bay Sands in Singapore. The annual conference explores the latest developments in the private wealth sector across the region. As proud partners, we are supporting the session "Southeast Asia in Focus: Insights and Updates from Thailand and Vietnam", which will dive into key planning opportunities and challenges in the region with Hieu Pham of Genia Law in Vietnam and Suwinai Wattanakorn of ONE Law Office in Thailand. Stop by Booth #3 anytime throughout the event to chat with our team, Mark Farrell, Rodney Smith, and Elizabeth Chong and learn more about how our tailored services can support families and businesses in Southeast Asia to navigate complex wealth needs. We look forward to connecting with our clients and friends in Singapore! #STEPAsia2024 #ButterfieldSingapore #WealthPlanning #PrivateWealth #PrivateClient #Butterfield

Today we announced our financial results for the third quarter of 2024. You can read the full release here: https://lnkd.in/gTQkmmHG

We are excited to announce that eprivateclient has named us as one of 2024's Top Trust Companies. This recognition caps a year of significant achievements for our Group trust team, underscoring our strong reputation, excellence in client service, and robust service offering across key wealth management hubs. This honour follows the recent inclusion of all our jurisdictions in the Chambers and Partners High Net Worth Guide and the listing of Group Head of Trust Jane Pearce in the prestigious 2024 Spear's Magazine Tax and Trust Index, further highlighting the depth of expertise within our leadership team and our standing as global trust leaders. "I am incredibly proud to be part of a firm that prioritises excellence and always strives for the highest standards in trust and wealth management", said Jane Pearce about the eprivateclient news, "Our ability to consistently deliver top-tier client service while embracing innovation sets us apart in a highly competitive market and this recognition is a testament to the hard work and dedication of our team across all offices." Congrats to our trust team members around the globe!

The latest edition of Investment Views covers the third quarter. It looks at the implications of the Federal Reserve joining the global rate-cutting cycle with a larger-than-expected 50 bps move in September. Both bonds and equities performed well, with the announcement of new stimulus measures in China giving a lift to Chinese equities late in the quarter. The geopolitical situation deteriorated, the oil price fell while gold continued to perform well. You can view and download the full report here: https://lnkd.in/epxmZ-Kx

Last week, members of our Singapore team attended the Singapore Trustees Association Conference, where Butterfield was a proud Diamond Sponsor.   Our Singapore Head of Trust, Mark Farrell, spoke on the ‘International Geopolitical Impacts’ panel with Edmund Leow, John Shoemaker, Michael Wong, and Peter Ni, examining how global politics and the regulatory environment shape the trust and financial services industry.   The overall theme for this year’s edition was ‘Honour the Past, Transform the Present, Inspire the Future.’ and our Singapore team was delighted to connect with members of the larger private client intermediary network to discuss the current challenges facing the local ecosystem, and how we can work together to create new solutions for our clients.   Executive Chairman Mark Florance commented, “The STA conference is a hugely important event in the calendar as it focuses on the issues affecting the local market specifically, whereas other conferences tend to be more global in nature. It is always well attended, a nod to the pertinence of the presentations and discussions, and the opportunity to network, and we were delighted to attend and serve as a key sponsor.”   Thanks to the Singapore Trustees Association for hosting another great event! Elizabeth Chong, Jean-Marc Rentsch, May Lai, Chinyee Liaw, Yong Hooi Lee, TEP, George Soo, Kelly Chan, Kristine Wu, Pauline Ong, Eugene Tay #STA2024 #TrustServices #TeamButterfield #ButterfieldinAsia #Geopolitics #SingaporeConference

The latest edition of Investment Views looks at the Federal Reserve’s shift in focus from inflation to the health of the US labour market. It also covers the strong performance of defensive equity sectors over the summer months. You can read the full report here: https://lnkd.in/e-53-jgA