Managers of Wealth Offshore

Axa Wealth pilots adviser e-letter

Helping clients stay abreast of personal finance matters is at the heart of a client-facing e-newsletter being piloted by Axa Wealth, the wealth manager has announced.

Adviser anger over wealth firm's annuity commission share offer

The letter, seen by Money Marketing, says L&G is Axa’s annuity partner and a comparison of the two providers shows L&G would offer a higher income.

Wealthy expats put S'pore on world map

The latest findings from the 2011 Expat Explorer survey revealed that Singapore is an ideal destination for expats relocating for money prospects.

U.S. household wealth takes biggest hit since 2008

Household wealth, or net worth, is the value of assets like homes, bank accounts and stocks, minus debts like mortgages and credit cards.

Santander's £300 sweetener

Statistically you are more likely to get divorced than switch your bank account – but Santander aims to buck this trend.

Ways on how advisors could help clients achieve their charitable giving goals

In this two-part series on philanthropy, we will look at both sides of the coin–what advisors can and should do, and what they should not do or should consider turning over to a philanthropic consultant.

US air charter services firm's 2011 sales figures reach new high

This, coupled with full implementation of the Group’s financial cost controls and improved margins led to record breaking profit, all while delivering ongoing price reductions to our customers.”

US wealth boutique continues expansion strategy

Mitchell and Jessica Horst, formerly of Morgan Stanley Smith Barney, announced their move to WWM on Friday and will anchor the Las Vegas office, located in Green Valley.

Is wealth management moving toward servicing ultra-HNIs?

A study by Kotak Wealth Management and Crisil estimates that there are around 62,000 UHNIs in India as of 2010-11, which is poised to rise to 219,000 by 2015-16, reflecting a total net worth of Rs235 trillion.

Hedge fund manager donates $50m to Duke University

$30 million of the $50 million will go toward scholarships for U.S. students, while the remaining $20 million will fund international students.

It’s not easy being a hedge fund billionaire these days

With Obama again set to amp up the rhetoric today in Kansas, this episode is worth a look.

UBS acquires equity stake in Chi-X Global

The group that UBS joins comprises BofA Merrill Lynch, GETCO LLC, Goldman Sachs, Morgan Stanley, and Quantlab Group LP. Instinet Incorporated, a Nomura Group company, remains the largest equity holder through a subsidiary company.

Private banking industry is in ‘upheaval’ - UBS’s Zeltner

UBS told investors on Nov. 17 that it plans to increase the number of client advisers in its wealth unit outside the Americas to 4,700 from 4,252. Switzerland’s biggest bank adjusted its expectations for earnings and new assets as the economic slow

HSBC Wealth sees double-digit 2012 equity returns

Alec Letchfield, CIO of wealth management at HSBC Global Asset Management, also told the Reuters 2012 Investment Outlook Summit that he favored hedging tail risks stemming from the euro zone crisis via a diversified portfolio, skewed towards equities.

Bank for celebrities opens Atlanta office

Private banks provide dedicated banking, financial planning and investment services for affluent families and corporations.

Women and men define financial success similarly, achieve it differently

Sandy Cimoroni and Lee Bennett, Senior Vice President, TD Waterhouse Financial Planning, provide their insight on gender differences and views on achieving financial success.

Atlanta: Wealth management prospects down, but not out

The wealth of Atlanta comes from myriad sources, including homegrown giants such as The Coca-Cola Co., Cox Communications Inc., Newell Rubbermaid Inc., Delta Air Lines Inc. and Home Depot USA Inc., as well as from a burgeoning entrepreneurial community gr

Wealth and Asset Management