Managers of Wealth Offshore

Chief plays role as ideas exchange for 16 boutiques

It can be difficult, however, to manage a multitude of brands and egos smoothly enough to justify the complications.

HNW Investors Dip Into Unprotected Structures

Incapital, a fixed income securities distributor in Boca Raton, Fla., today closed and distributed its first callable yield structure without principal protection or the Federal Deposit Insurance Corp. insurance that comes through the use of a certificate

Expats Lobby For Tax on Residence, Not Worldwide Income

In fact, dual citizens of the U.S. and Canada seem positively outraged. See Oh Canada! Hating FBARs And FATCA.

HSBC Profit Surges 28%

The year-over-year improvement was primarily led by strong performance by the Commercial Banking and Retail Banking and Wealth Management segments

JP Morgan targets 'national champion' discretionaries

The group now plans to ‘double or triple’ UK staff within a few years, says head of EMEA at the private bank Pablo Garnica

Clegg is trying to con the country into a wealth tax

'Soak the rich' has long been the battle cry of the Left. The surprise is that under a Conservative-led coalition government, the idea is again gaining ground.

Growing expat exodus to Qatar

High growth, tax-free pay and plenty of perks are luring expats to Qatar – soon to be the jewel in the Gulf crown, according to the wealth management sector

What to make of Greece’s rescue package

Short term risk reduction, but no long term solution

RBS Sells Affluent Client Business To European Banking Group

Royal Bank of Scotland is selling a large wealth management business to Banco Santander SA (STD) alongside its long-postponed sale of 318 branches to the Spanish bank.

Fairbairn Private Bank recognised as one of the best small companies to work for

For the eighth consecutive year, Fairbairn Private Bank has been listed as one of the best small companies to work for and ranked impressively at number 65 in the Sunday Times 100 Best Small Companies to Work For 2012, published this month.

Coutts Unveils Eggstraordinary Charity Effort

A giant sparkling egg has landed outside Coutts on the Strand, as part of the Fabergé ‘Big Egg Hunt’ in aid of two charities, Action for Children and Elephant Family.

The Baring name marks 250 years of business

Marino Valensise, CIO of the firm since 1999, says he is proud of the name’s history, but the brand association does not weigh upon him.

Bonus cuts hide bigger problem for investment banks

From reducing bonus pools, to capping the amount of cash paid out and clawing back past incentive awards, investment banks are taking what many analysts say is a long overdue look at how the sector’s high pay levels are impeding profit growth.

Banking on Buddhist Economics: how enduring values underpin a 300-year-old family bank

In 2008 we were Private Bank of the Year in the CitiWealth Magic Circle and Spears Private Bank of the Year. What is going on?

Shipwrecked silver begins voyage back to Spain

Two Spanish military C-130 cargo planes took off after noon from a Florida Air Force base with 594,000 silver coins and other artifacts aboard.

Sarasin sells NZB in bid to isolate U.S. assets

Sarasin is looking to distance itself from NZB, one of at least 11 Swiss banks targeted in the second wave of a U.S. tax probe also targeting Credit Suisse and Julius Baer .

HSBC stops providing another private banking service in Japan

"I am writing to you today to inform you with regret that we will be discontinuing our HSBC Premier service in Japan," HSBC said in a release addressed to the clients of the service.

Crescent Wealth partners with US fund manager

Australian Islamic fund manager Crescent Wealth has partnered with US Islamic fund manager Saturna Capital to manage its soon to be launched international equity fund.

Cash-rich Latin Americans help resuscitate Miami real estate

Many Latin Americans have long had a love affair with Miami, but rarely has it been so intense -- as least judging by the property market.

Mishcon harnesses private client nous with advisory launch

It will also offer concierge services - an extension of the 24–hour, 365 days a year global concierge service the firm launched in conjunction with leading luxury lifestyle group, Quintessentially, in 2010.

Wealth and Asset Management