Managers of Wealth Offshore

Adams Hall Asset Management Opens Dallas Office

Firm appoints experienced wealth management professional to lead expansion into Texas

TV Journalist Starts Woman-Owned Advisory Firm in Manhattan

Back in 2010, Financial Planning featured Wong Ulrich on its cover with a story she authored about the changing face of financial planners. In the piece she argued that more planners of color are needed to serve the growing ranks of wealthy minorities.

Citigroup Study Shows Asian Rich Topping North American

The number of Asians with at least $100 million in disposable assets overtook North America’s tally for the first time as the world’s “economic center of gravity” continued moving east, Citigroup Inc.’s private bank said.

Citigroup Study Shows Asian Rich Topping North American

RBC Pushes to Double Wealthy-Client Assets in Emerging Markets

Royal Bank manages about $20 billion for customers living in those markets through local offices and wants to expand that to $50 billion, Barend Janssens, head of wealth management in emerging markets for the Toronto-based lender, said today in an intervi

Private banking is huge but banks mustn’t overlook common folk

Private banking is now big business.

Will the British Rich Stop Giving?

The U.K.’s new budget has ignited all manner of class warfare. Retirees say it’s a gift to the rich at the expense of the poor. The wealthy say it’s another attack on success and job creators.

Coutts investment complaints up 32% on year

Coutts has continued to see a steady increase in the number of client complaints filed with it, with banking complaints up almost 10% on the year before and investment complaints up 32.1%.

Barclays unveils "Little Book of Wonders"

Barclays wealth and investment management division today launches a new concept in client experience.

Canadian 'women of means': a force to be reckoned with

According to the latest poll from Investors Group, the majority (61 per cent) of Canadian working women in relationships feel accomplished in their ability to earn good money and more than half (51 per cent) say they are personally fulfilled by their work

Banks Offer Perks With Asian Touch to Clients

Add to Portfolio * Go to your Portfolio » Offering a platform of products tailored to the needs of Asian clients, who naturally tend to favor Asia-centric products, is a must, of course.

Business group seeks to boost philanthropy in Israel

On their website Committed to Give, they disclose their names, and call for a critical mass of donors and donations. "We are driven by a sense of responsibility and commitment to the wellbeing and cohesion of Israel’s civil society," they

Towry reignites IPO speculation

If markets avoid a fresh round of volatility, the privately-owned wealth manager could float within the next 18 months.

Abu Dhabi royals involved in RBS talks

A source familiar with the matter said Amanda Staveley, a businesswoman notable for her Middle Eastern connections, was advising the emirate's rulers.

Bank of England warns banks not to waste spare cash on bonuses

Banks were yesterday ordered to put their houses in order to stop a new financial crisis crippling the country.

UBS Revamps Leadership in Americas Wealth-Management Unit

UBS AG, the Zurich-based investment bank, shifted leadership roles within its wealth-management Americas unit, according to a memo today from Americas Chief Executive Officer Robert McCann.

Morgan Stanley wants to buy out Citi from wealth JV

Morgan Stanley is interested in buying all of Citigroup Inc's stake in their wealth management joint venture this year in what could be a roughly $10 billion deal, said people familiar with Morgan Stanley management's thinking.

Nicola Horlick to launch £2m film fund

Ms Horlick said: "Because we are able to work with top producers in Hollywood, the risk of failure looks as though it will be lower than we originally anticipated, which is reassuring for our investors."

Singapore aims to become non-profit hub

Singapore has long courted international banks and companies in its drive to become a financial hub but it is also wooing a very different sector: non-profit groups including campaign charities.

Is Hong Kong Asia's Next Trust Centre?

Historically, setting up private trusts offshore has been a preferred vehicle for Asia’s wealthy families and individuals to manage their assets as they crave the discreetness and protection that offshore trust laws offer in times of war or major li

Wealth and Asset Management