Managers of Wealth Offshore

Coutts interview: Rory Tapner

Last year was tough year to be rich

Swiss seek progress on U.S. tax deal: economy minister

The talks had stalled in the run-up to the U.S. election, and finance minister Eveline Widmer-Schlumpf has suggested the ball is firmly in the U.S. court.

Younger Millionaires Have Greater Appetite for Risk

“Taking risk” is one of the top factors Millionaires cite as contributors to their financial success

Leading Swiss private banking group to set up new Italian private bank

new private bank to be set up jointly

Record interim results for Walker Crips

The group benefited from the disposal of Walker Crips Asset Managers, their fund management subsidiary, this April which helped deliver record pre-tax profits of £7.7m.

MENA's wealthy remain optimistic in the face of adversity - RESEARCH

Ninety one per cent of Middle East high net worth individuals agree that viewing failure positively is essential for an economy to grow, in comparison to 74% globally.

'Mansion tax' set to hit Gulf buyers in London

It looks as though the UK government is trying to capitalise on this politically."

Northern Trust Named "Best Private Bank in the USA" for Fourth Year

The FT Group also honors Northern Trust with awards for Innovation and Socially Responsible Investing

Feng shui: applying Chinese theory to wealth management

However, I have taken a number of the philosophies of Feng shui and applied them to the UK wealth management environment. You may ask: ‘Why not specifically the UK platform market?’ But that is going to be my point.

Credit Suisse sets private banking layoffs

Credit Suisse to merge retail and private banking arms in Switzerland

Sustainable investment flourishes amongst European high net-worth individuals

The encouraging increase means that there is now some €1.15 trillion invested

Uk Wealth ManageR plots regional acquisition to expand UK presence

I have talked to people about regional offices but it’s difficult

Van Lanschot trading update: Q3 2012

The management fees rose slightly compared with the first two quarters of the year

Broker feedback directs Chubb HNW restructure

"During this time the market has changed considerably, with a number of new players entering which has heightened competition for business."

Bank of China branches into private banking

Bank of China branches into private banking, eyeing the one million individuals on the mainland with at least US$2 million to invest

Canaccord Wealth Management generated $57.6 million in revenue

Collins Stewart Wealth Management generated $20.7 million in revenue and, after intersegment allocations, recorded net income of $0.3 million before taxes in Q2/13

Yellow Brick Road confirms deal with Macquarie

Yellow Brick Road Holdings has announced an assault on the banking sector that will establish a much-needed alternative for Australian consumers.

Evercore Wealth Management to acquire Mt. Eden Investment Advisors

The transaction is expected to close in the fourth quarter of 2012.

AUM at Schroders still on the rise

Clients continued to put investment funds under the jurisdiction of asset manager Schroders during the third quarter, but the group is seeing a slowdown in Institutional flows.

Vontobel, Raiffeisen at loggerheads over Wegelin unit

Vontobel said on Wednesday the banks had failed to come to an agreement over whether Notenstein Privatbank, which Raiffeisen bought in January, could provide certain services directly to Raiffeisen.

Wealth and Asset Management