Managers of Wealth Offshore

How Does Financial Literacy Affect Wealth?

Less affluent Investors surveyed wish they had saved more and taken on less debt prior to the financial crisis

Liechtenstein's VP Bank Restructures Top Management

VP Bank Group is aligning its organisational structure more closely with the changing market conditions and is reinforcing its client focus.

Pain May Come Before Gain for Private Banking in Singapore

Given the huge size of this pie, private banks in Singapore are worried about whether the new regulations will hurt their competitiveness.

Feeling Like Gatsby? Net Worth Hits Another Record

Americans’ wealth continued its snapback from the financial crisis in the first quarter

Citi Awarded Mandate from Mackenzie

This mandate marks the beginning of a long term collaboration between Mackenzie Singapore and Citi in Asia.

Russian investor acquires a bank in Latvia

We boast extensive positive experience of М2М Private Bank in the Russian private banking market, and we know that many of our clients are interested in us servicing their international private banking and wealth management needs

Fleming opens Morgan Stanley's wallet

"We are driving growth and the top line rather than primarily on the expense side of the equation.

Credit Suisse Seeks to Boost Profits in U.S., Europe Wealth Unit

Credit Suisse Group AG, Switzerland’s second-biggest bank, is working to boost profitability of its wealth-management businesses in the U.S. and western Europe

The New Normal: Codifying Superior Client Experience in Wealth Management - RESEARCH

Barclays Wealth and Investment Management and WealthBriefing have launched a new research report, entitled The New Normal: Codifying Superior Client Experience in Wealth Management.

BNY Mellon to Bring Private Banking Services to RIAs

The global leader in investment management and investment services, has forged an innovative arrangement between its Pershing Advisor Solutions group and BNY Mellon Private Banking

VP Bank: staying true to label in Asia

Despite far-reaching industry changes that have re-shaped Asian wealth management in recent years

Northern Trust Highlights Corporate Social Responsibility Work in 2012 Report

Responsible investing, reduced greenhouse gas output among priorities

Swiss private bankers feel the pinch

A corruption-fighting Nigerian politician points a gun at a Swiss banker and demands the names of his rich Nigerian clients.

Reliance Financial Corporation Completes Citigroup Trust-Delaware, N.A. Transaction

A privately held diversified financial services and wealth management company, announced that it closed its previously announced agreement to acquire 100 percent of the stock of Citigroup Trust-Delaware, N.A.,

UBS France put under formal investigation -judicial source

UBS France is being investigated by the French judiciary on whether it offered potential French clients investments that were allegedly designed to evade taxes.

UBS’ Top Wealth Management Advisers May Start A Rival Business

UBS Wealth Management lost two of its top private client advisers on Friday.

Asia set to become center of world wealth: senior Thai politician

Korn pointed out that China's economic achievements in the past 30 years have shown that the country has found a right path to growth and prosperity and has set a good example for other Asian countries to follow

Heartwood Investment Management’s Managed Portfolio Service awarded 5 Star Rating

Independent financial research company Defaqto rates the Heartwood Investment Management offering as among best in market

Kleinwort Benson owner RHJI: ditching BHF bid may incur charges

The company has existing contractual commitments in respect of the BHF transaction to both Deutsche Bank, as the seller, and to our co-investors," RHJ said in the letter.

Strategic partnership of Julius Baer and Kairos commences as planned

Since November both partners have closely and successfully collaborated to reach this important milestone.

Wealth and Asset Management