Managers of Wealth Offshore

James Hambro & Partners turns black & plans back-office service

James Hambro & Partners has marked its three-year anniversary by moving into profit

UBS Starts Gold-Vault Service in Singapore Amid Bullion Rout

UBS AG (UBSN), Switzerland’s biggest bank, started storing gold for wealth-management clients at a facility in Singapore,

Envestnet Completes Acquisition of Prudential Wealth Management Solutions

Acquisition Establishes Envestnet as the Financial Service Industry's Largest Independent Wealth Management Platform

JPMorgan profits surge to £8 billion

The US bank is due to unveil its results next week and according to analysts' consensus forecasts

Wealth management opens doors for banks

Investment needs and the strategic transformation of banks fostered the rapid growth of wealth management business

UBS France Revenue Seen Rising 10% as Bank Talks to Authorities

UBS AG (UBSN)’s French unit has boosted revenue by 10 percent in the first half as it returns to profit

HSBC cuts Mediterranean private bank team after drug-ring investigation

HSBC has been embroiled in a string of scandals, including allowing itself to be used to launder Mexican and Columbian drug money, manipulation of benchmark interest rates such as Libor and the mis-selling of financial products.

Create separate wealth management division, RBI tells banks

Banks should segregate their wealth management service activities by setting up a separate department or division

UBS plans 100 mln Sfr revamp of Zurich HQ

UBS launches 2 and a half year refurbishment

Survey: Many CPAs Have Only Loosely Embraced Financial Planning

An in-depth research and editorial program aimed at identifying the key drivers of success for CPAs who offer wealth management and financial planning services.

Wealth managers Turn to Hedged Mutual Funds

Wealth managers are putting more client money into mutual funds that use hedge-fund strategies

St Galler KB sells part of Hyposwiss, to integrate rest

The St. Galler Kantonalbank, SGKB, strengthens its core business and will focus on the domestic market in Eastern Switzerland and the markets rest of Switzerland and Germany.

London ‘third most successful financial centre in wealth management’

Switzerland held its spot as the number one city for wealth management and private banking activities in the survey

London still attracting wealthy foreign buyers

Despite the increased tax liabilities of high value property owners in London the city still remains an extremely attractive location and investment opportunity for overseas buyers.

Signature Bank in N.Y. Hires Citgroup Private Banking Team

Signature Bank in New York City has hired a private-client team from Citigroup (NYSE: C) and added two more bankers to head its existing groups.

Asset management in the social era - RESEARCH

This report seeks to identify the current state of asset management with regard to social media usage

Falcon Private Bank Goes Shopping Again

The Swiss wealth management boutique Falcon Private Bank has signed an agreement to acquire the Central and Eastern Europe private banking business of Hyposwiss Private Bank Zurich

Old Mutual UK Alpha Fund added to Wealth 150

The Old Mutual UK Alpha Fund has been added to the Wealth 150 list of our favourite funds across the major sectors.

Nedgroup Fund Manager appointment creates strong global link

The appointment of a new fund manager by Nedgroup Investments has created a strong business and investment link between the Isle of Man, South Africa and the United States.

Coutts unveils discretionary portfolio service

The DPS team will be headed by Simon Pinckney, who has more than 25 years’ experience in financial services.

Wealth and Asset Management