Managers of Wealth Offshore

Sanlam acquires two more IFA businesses

Sanlam Private Wealth has acquired two new IFA businesses for an undisclosed sum

Vontobel moves Dubai business to Geneva after good year

The Zurich-based bank, long noted for its work as an investment bank, has had offices in Geneva since 1993, where it has private and institutional clients.

HighTower lands veteran Merrill Lynch adviser team

The Sarian Group manages $650 million for high-net-worth clients

Boston Private Bank continues California expansion

“By adding or expanding these offices, we deliver the private banking and wealth management services our clients value

Rathbones grows funds as ex-Williams de Broë chief joins board

Profit falls at private client and investment manager as £1m FSCS bill hits.

Jewellers & Coutts team for jewellery box auction

‘The Prince’s Foundation for Children & the Arts’ and ‘Holts Academy’ supported by Coutts

Global Equities Appointment - St. James's Place Wealth Management

Initial amount of approximately £2 billion and is expected to be funded within the next week.

Convergent Wealth Advisors Honored as Best Private Client Investment Platform

Wealth can be complicated

Lib Dem Wealth Tax Crackdown On Heirlooms

Families could be forced to pay a tax on heirlooms including jewellery and paintings under the Liberal Democrat scheme.

Here's How Long It Takes To Become A Millionaire In Different Countries

How long would it take for an average person to earn that special sum?

International private bank opens office at DIFC

The office was opened by Prince Max von und zu Liechtenstein, chief executive of the LGT Group.

HNW Investors Say Economy Worse Since 2007

“We know that risk and return are related, and we believe in taking thoughtful risk for clients to enable them to accomplish their financial goals.”

Westpac spruiks wealth advice

The move is the latest instance of banks seeking to bulk up their presence in wealth management.

European private banking group launches new UK merchant bank

The group has gained FSA approval to launch a UK-focused private merchant bank, targeting companies, family offices and wealthy individuals.

WH Ireland acquires private wealth management business

The consideration of £25,000 was paid by WH Ireland in cash on completion of the Transaction.

Barclays’ wealth arm scraps admin fee plans and cuts buy list

In line with our commitment to identify fund pricing solutions which will be of direct benefit to our clients,

Lombard Odier to merge global and emerging bond divisions

Gregor MacIntosh will head up the firm’s global and emerging fixed income teams

14th annual report on the UK HNW sector - RESEARCH

The majority of the HNWIs (60%) do not wish to be actively involved in the management of their assets, but most would wish to understand the investments made on their behalf.

Hiscox responds to broker demand with private client launch

The provider said Hiscox Private Client was opened following in-house research which showed that the majority of high net worth (HNW) customers don't use a HNW insurer.

Rothschild parent's Q3 revenues rise 22 pct

Also bolstered by a jump in merchant-banking proceeds.

Wealth and Asset Management