Managers of Wealth Offshore

Raymond James announces new platform pricing option

Raymond James Investment Services has revealed details of an additional bundled pricing model for its administration platform.

Bank bonuses rise by 64 per cent in a year

UK banks are being overwhelmed by wave after wave of new regulation

Top Wealth Management Firm Expands in Los Angeles

Los Angeles Wealth Management firm, “Wealth & Income Management Group” expands services and locations to better support its clients.

Private wealth management division of Invesco named best trust company

"This recognition is a credit to our dedicated professionals, who are committed to serving as long-term, trusted advisors for our clients."

Jail threat for reckless bankers among proposals to clean up banking system

The chancellor is urged to restore confidence in the financial system by making top bankers more accountable for their actions in the wake of the 2008 bank bailouts, the Libor rigging scandal, and the shoddy treatment of customers mis-sold payment protect

Banker Rate Rigging Is Worse Than Expected Around The Globe

Regulators in Hong Kong and Singapore say bankers have been manipulating the local benchmark rates there.

New Private Investor Club to offer member events and an Online Clubhouse

Chelverton Asset Management is to exploit a gap in the market with a new style of private investor club.

Wealth creation is faster in Middle East: HNWIs

As wealth rises and fortunes are made at a more rapid rate than ever before, the report explores how the challenges facing newly wealthy individuals

Kleinwort Benson owner RHJI escapes break-up bid

Calls for a break-up of the business therefore seem unconstructive and damaging.

Borisstan: the independent city state and docking station for global wealth formerly known as London

This latest signatory to the UN charter was officially dubbed Great London, but most people used an informal name that honoured its inspiration.

Equiniti to launch platform that will pool several wealth managers’ back office functions

Mr Taylor said the platform would offer everything from custody and settlement to tax reporting, but would cater to requests from individual wealth managers considering using the platform.

Emerging Market Concerns Take Hold as Signs of Stability Boost Eurozone

Investors are returning to Europe as they retreat from emerging market and Japanese equities

Raymond James Assets Under Administration Rise in May

We continue to execute on our cost savings initiatives following the Morgan Keegan integration.

British private bank goes the extra furlong for clients

More recently, however, it has moved into the highly fragmented private banking arena, where local banks with balance sheets of only a few billion pounds fight it out against titans such as JPMorgan, Royal Bank of Scotland (RBS) and HSBC.

Evercore Wealth Management Completes Acquisition of Mt. Eden Investment Advisors

Evercore Wealth Management, LLC today announced that it has completed the acquisition of Mt. Eden Investment Advisors, LLC

Lunch at Coutts in Fleet Street will soon be a thing of the past

Coutts seeks a buyer for its £11m Fleet Street home

ABN AMRO Private Bank increases cash ahead of QE tapering

ABN AMRO Private Bank says it has cut exposure to equities and bonds

1m more join ranks global super-rich

North America reclaims position as region with most High Net Worth individuals while Asia-Pacific leads overall wealth growth

Petrella Wealth Management opens

Petrella recently started his own financial consulting business.

Bank of Ireland's private banking division - Probe ‘no impact’ on client funds

Moreover, the bank’s internal audit team was looking into whether clients’ funds had been compromised as part of these irregularities, said the paper.

Wealth and Asset Management