Managers of Wealth Offshore

Sarasin seeks SE Asia head after Barki exit

A Sarasin spokeswoman says Barki has taken early retirement for family reasons.

Wealth managers 'undecided' on independent versus restricted

Earlier this month the FSA published its final guidance on independent and restricted advice under the RDR.

COUTTS HOST Forum For Philanthropy on emergent field of social investment

Speaking at the event was Sir Ronald Cohen, Chairman of Big Society Capital, Britain's first social investment bank. Sir Ronald was joined by Faisel Rahman, Managing Director of the social business Fair Finance and James Perry, CEO of Panaphur, a fam

Swiss Asset Management’s Asia expansion driven by asset growth

Swiss asset manager Pictet Asset Management (PAM) is expanding its Asian business as part of its bid to strengthen its presence within the region, driven by recent significant acquisitions in Hong Kong, South Korea and Taiwan.

World Wealth Report 2012: Business models need more flexibility‎

Global high net worth population increased slightly in 2011, their investable wealth declined.

ADIB launches its e-Wealth Management Solutions Centre

The ADIB Wealth Management Solutions Centre is simple and an interactive online portal where visitors can access information and tips on savings and investment.

Sinking feeling for investors in super yacht company

Believing YCO would be a safe haven in turbulent times, investors pumped millions of pounds into the luxury boat broker, which has had an impressive range of super rich clients including the billionaires Roman Abramovich and Sir Phillip Green.

Investment grade wine attracts global wealth

Fine wine is increasing in attractiveness as an asset class for global private wealth investment, according to US-based specialist firm Trellis Wine Investments, which reports an annualised non-correlated return of 11.33% over the past 10 years.

Baby Boomers to kids: Inheritance? Maybe not

Most young, wealthy Americans believe it's important to pass money on to their heirs. They may be disappointed to learn that their parents don't feel the same way.

New HNW provider targets broker market

The firm, which was launched by HNW insurer Aqua and former Hiscox head of motor, Ashley Cole, was set up in March this year.

RPG rolls out new wealth management platform

RPG, now a fee-based wealth management firm, develops specific plans for clients through an educational approach.

RCBC wealth group eyes P120 B in AUMs

Manuel G. Ahyong Jr., RCBC head of Wealth Management Group, admitted that the more than 100 percent increase in AUMs in the next four years was a “stretched” target.

Leading Swiss private banking group in WM acquisitions talks

Given the early stage of these discussions, the outcome is entirely open.

The wealth firms which will (and won't) be independent post-RDR

Those committed to independence include Equilibrium Asset Management and Investment Quorum

Coutts to offer compensation to customers

Coutts, the taxpayer-backed private bank that counts the Queen among its clients, has begun offering customers compensation likely to run to millions of pounds for bonds missold to them at the height of the financial crisis, I have learned.

Hentsch Pessimistic on Swiss Banks Future Amid Tax Crackdown

Hentsch, whose family members have been bankers in Geneva for seven generations, estimates that about $3 trillion of private wealth is managed by firms in Switzerland.

Commonwealth Private wins prestigious award

“We are very honoured to win this award for the fourth consecutive year; this segment represents the heartland for Australian Private Banking, and it’s a unique achievement for the Commonwealth Private team.

‘Risk assets needed to preserve wealth’

But wealth managers argue that only “risk assets”, such as equities, have the potential to preserve the value of their clients’ portfolios in real terms.

7IM to look at execution-only set-up for advisers

The service, which 7IM plans to launch in the next 18 months, would allow investors to view their portfolios and make transactions.

Credit Suisse replaces UBS in Swiss doghouse

The Zurich rivals tend to enjoy contrasting fortunes. For much of the last decade, UBS was a model of relative stability, while Credit Suisse grappled with scandals and the fallout from ill-judged acquisitions.

Wealth and Asset Management