Managers of Wealth Offshore

Platinum Wealth joins Premium network

Move part of dealer group's expansion plans

ClearView plans continue despite takeover

CCP BidCo bid progressing

3 million HNWIs in Asia by 2015 - RESEARCH

Published as an annual study, the second edition of the Julius Baer Wealth Report continues to focus on Asia and provides a comprehensive and exclusive analysis of the HNWI landscape in the region.

Wealthy Asians eye London's commercial real estate market

Asian investors have been increasing their investment in central London, especially in the commercial real-estate market, according to the firm.

A real wealth of success as Close Brothers gets it right

It won’t be long before the market realises the worth of the latter business and Prebensen renames it Close Brothers Wealth Management.

Kleinwort hires UBS Wealth sports & entertainment specialist

worked as a client adviser in UBS’ private wealth management team

Morgan Stanley renames wealth management division

It's the end of an era and the beginning of a new one as Morgan Stanley announced Tuesday that its U.S. wealth management business, Morgan Stanley Smith Barney, has changed its name to Morgan Stanley Wealth Management.

Swiss private bank to cut up to 880 jobs

The bank faces substantial overlaps in Singapore, Hong Kong, the City of London and in Switzerland.

Orcel's revolution only just starting at UBS

Many long-standing UBS bankers have so far welcomed the shake-up.

Canaccord Financial acquires UK private client division

It is strategically and culturally complementary to Canaccord's existing business, and excluding restructuring and other charges, is projected to be accretive to earnings in the first year.

Insights From The GCC’s Top Private Bankers

Experts from Emirates NBD, Falcon Private Bank, Lombard Odier, Bank Sarasin-Alpen Group and Julius Baer reveal their regional wealth management strategies to Gulf Business.

Belgium minister rules out wealth tax

"A wealth tax is a door we must leave shut during this legislature," Vanackere said of the 30 months before the centrist six-party coalition headed by Socialist premier Elio Di Rupo faces elections.

Tax hikes a threat to charitable giving, say billionaires

According to a poll of the 150 attendees of the Forbes 400 Summit on Philanthropy, sponsored by Credit Suisse, 56 percent of the billionaires present said that “taxes impact our philanthropic giving.”

Credit Suisse trims Dubai investment banking,ships jobs to Qatar

Credit Suisse is trimming its investment banking team in Dubai and relocating some jobs to neighbouring Qatar, three sources said, as part of efforts to cut costs and focus on richer markets.

Barclays wealth and investment management announces South West expansion

Barclays has today announced its growing strength in the South West with the planned expansion of its wealth and investment management service in the region.

Wealth management firm to close half its Canadian offices

The firm will continue to offer a full suite of investment and wealth planning services to clients, through both traditional transactional brokerage activities and more comprehensive wealth management solutions.

Net outflow at Aberdeen but quality improves

Assets under management rose by 1% in the two months to £184 billion but there was a net outflow of about £100 million. That figure hid an inflow of £6.1 billion into higher-margin business against a £6.2 billion departure from lo

Skandia eyes stakes in advisers using Old Mutual war chest

Investment Week understands new CEO Paul Feeney has been given a mandate from the Old Mutual PLC board to invest in restricted firms.

Luxury Institute Ranks Harris Private Bank Among Top U.S. Wealth Management Firms

Harris Private Bank earned a Top Five ranking in the 2012 Luxury Institute Wealth Management Survey, which polled 500 high-net worth Americans with a minimum net worth of $5 million for their thoughts on the quality, exclusivity, social status, and client

Private banks pull out marketing tricks

When it comes to private bank marketing, tricks of the trade abound.

Wealth and Asset Management