Managers of Wealth Offshore

"Safe-haven" investments may no longer be valid, say experts

Investors should rethink how they should invest in current volatile markets.

Wealth can be a double-edged sword according to Wealth Insights research from Barclays

The survey of 2000 high net worth individuals globally looked at a number of issues relating to succession planning including whether wealth leads to family conflict and the question of whether parents around the world trust their children to protect thei

Brooks Macdonald Plugs into Moneyinfo

The link, which feeds daily data from Brooks Macdonald to Moneyinfo, allows clients and advisers to see the holdings and values of any investment under the discretionary management of Brooks Macdonald.

Wealth Manager Isn’t Waiting for Adoption of Fiduciary Standard

Genworth supports more than 6,000 financial advisors and manages more than $20 billion in AUM.

CIBC selling private wealth management operations in HK and SG

CIBC declined to identify the buyer. The deal is set to close by early next year, but is still pending regulatory approval.

Bank of Valletta to focuses on personal attention in wealth management

Mr Scardino explained that the personalised and dedicated wealth management offering needed to be considered within the context of BOV’s universal offering, from financial planning to deposits and payments, foreign exchange, stockbroking, custody an

Liechtenstein-based private bank builds Dubai presence

The private bank seeking to expand its footprint and attract business from rich Middle Eastern clients

Kleinwort Benson Group's Contemplated Acquisition of BHF-Bank Progressing

RHJ International confirmed today that its wholly owned subsidiary Kleinwort Benson Group has secured the support of co-investors to finance the acquisition of BHF-Bank.

Walker Crips poaches investment managers from Ashcourt Rowan

Ashcourt Rowan moves investment management staff from its Savoy Investment Management subsidiary to stockbrokers Walker Crips.

Corporate Giving Continues To Grow In Dollars And Sophistication

First Look at 2011 Corporate Giving Finds Funding Returning to Pre-Recession Levels; Unparalleled Survey Reaches $100 Billion in Giving Data

Charities need to do more to develop female leaders

Despite the fact the voluntary sector is well ahead of the private sector, women are still under-represented at senior levels

Sprott set buy wealth management firm

The parties are planning to close the transaction in the third quarter of 2012.

Penton Media Launches WealthManagement.com

Site for 600,000 financial professionals is new digital home for RegisteredRep.com and TrustsandEstates.com

Merrill Lynch Wealth Management Launches National Advertising Campaign

Bank of America has announced a new Merrill Lynch Wealth Management advertising campaign.

U.S. Trust targets UHNW's through new TV campaign

Bank of America has announced june 4 it will launch a U.S. Trust television advertisement geared toward high net worth and ultra high net worth individuals and families.

GCC wealth flowing from personal to corporate assets

Strong corporate returns are driving the flow of year-on-year capital within family offices in the Gulf Cooperation Council (GCC) from personal assets to corporate (family business) assets, according to the third annual Invesco Middle East Asset Mana

Stanchart Private Bank Launches Islamic Financial Solutions

These solutions will become available to clients by mid-June this year across the Private Bank's booking centres in London, Geneva, Jersey and Dubai.

Classic cars turn heads, and a profit, for owners

One was Paul Denman, director of private banking at Arbuthnot Latham, who himself holds a racing licence.

Vincent Asset Management Goes to Battle

Ryan Litfin, Managing Partner of VAM and Co-host of the popular investor advocacy show, Financial Fortitude, spoke publicly and in a YouTube video about their mission by pointing out, “Every four minutes someone is diagnosed with a blood cancer

Guaranty Bank and Trust ties up with Private Capital Management

Prior to starting Private Capital Management, Meade was the President of Fidelity Brokerage Services, Inc., a division of Fidelity Investments.

Wealth and Asset Management