Managers of Wealth Offshore

JPMorgan profit falls, but sees hope in economy

Chief Executive Jamie Dimon said the largest U.S. bank by assets was seeing signs of improvement in loan demand and credit quality as the economy recovers.

Sabadell United moving wealth management operations to Miami

No jobs will be lost in the move. The Sabadell Bank & Trust division in Miami is led by Orlando Roche, who previously managed the Miami office for Palm Beach-based Lydian.

DBS in SWF tie-up for private banking product

Temasek Holdings Pte, Singapore’s state-owned investment company, is the bank’s biggest shareholder with a 27 percent stake, according to data compiled by Bloomberg.

WH Ireland set to go on front foot with regional push

WH Ireland is looking to market itself regionally as the firm continues to try and turn its fortunes around.

Mining to boost Perth's ultra-wealthy population

Figures from research company Wealth-X show Perth is currently home to the fourth-highest concentration of ultra-wealthy in Australia, behind Sydney, Melbourne and Brisbane.

Arbuthnot expects to post £5m profit

In a pre-close statement issued to the stock exchange this morning (10 January), Arbuthnot bosses said overall 2011 had been a successful year for the banking group.

British wealth firm's assets grew through 2011

Total funds under management at the end of 2011 stood at £15.8bn, up 1.4 per cent over the year.

Rothschild leads the way in weak restructuring market

The total value of completed deals in the EMEA region hit $101.4bn (£65.5m), down 40.4 per cent on 2010, Thomson Reuters data shows.

Regulation fears kill off top lender's plans for JV

Arbuthnot announced plans in July for a JV through Secure Trust Bank (STB), its listed subsidiary in which it retains a 75 per cent stake, as well as an unnamed partner.

US wealth advisory group expands in New York

The move marks the firm's second expansion in New York, and signals its emergence as a significant force in the country's largest and wealthiest city. In May 2011, Fieldpoint Private announced its acquisition of Analytic Asset Management, a Manh

FolioDynamix continues innovation in wealth mgmt technology

The new release features enhanced business process management workflows, wealth monitoring and management dashboards, and complete integration to the FDx Connect model exchange hub for seamless access to research and third-party money managers.

Envestnet adds to its liquid alternatives program

Envestnet's Liquid Alternatives Program is designed to help advisors identify high-performing liquid alternative strategies, including exchange-traded funds (ETFs), while providing guidance in utilizing these portfolios.

Bordier Private Bank Client Assets Climb 5%

The Geneva-based bank aims to increase client assets at its Singapore office to 1 billion francs from 400 million francs, the Swiss newspaper reported.

Brooks Macdonald Goes To Bat For Middlesex Cricket Club

Brooks Macdonald has become the new lead sponsor of Middlesex County Cricket Club for the next three years.

Barclays Wealth commits to Scottish market with refurbished Edinburgh office

Scotland's first minister Alex Salmond has unveiled Barclays Wealth's new Edinburgh office as the firm continues on its pursuit to become one of the five biggest private banks in the world by 2015.

Raymond James boosts wealth management business with acquisition

The combined businesses of Raymond James and Morgan Keegan will create one of the country’s largest full-service wealth management and investment banking firms not headquartered on Wall Street.

Hedge funds suffer in 2011, says HSBC Private Bank

Paulson was forced to apologise to his investors in November for his worst performance in 17 years.

Should the 50p tax rate be abolished?

The Liberal Democrats are insistent that it should not be abolished just to benefit the rich. Should the government go ahead?

Rathbone's Coombs: 'Cosy' investment trusts not independent enough

Coombs (pictured), a former Wealth Manager cover star, accepts that dealing with this issue is a delicate affair given the dealing restrictions involved, but views it as a crucial one to address.

Cheviot hits £100m landmark in Liverpool

The company’s first office outside London opened six months ago, and the firm said it had established eight strategic partnerships with IFAs based in the north west.

Wealth and Asset Management