Managers of Wealth Offshore

Cass to launch new Masters in Wealth Management

New postgraduate degree responds to demand for specialist training in wake of Retail Distribution Review

Queen's bank predicts upturn

West Midlands are poised to help kick-start an economic upturn despite the slow pace of recovery

Dutch insurer Achmea to pull £10.3bn from F&C

Overall it was a mixed quarter for F&C's strategic partners arm as positive performance

China issues new rules targeting wealth management fund pools - sources

China's bond market regulator closed off a loophole on Friday

Recession-Weary Gen X Millionaires Express Greatest Financial Regrets

The wealth position of younger households was hit much harder by the Great Recession

Chinese HNWIs Shift Wealth Management Focus -RESEARCH

Thirty Percent of More Than 3,000 High Net Worth Individuals Surveyed Name Wealth Preservation as Top Priority

A wealth of rich folk gives Hiscox a boost

“We are in a good position to benefit from rate rises in the US casualty market and it is pleasing to see substantial growth here.”

HSBC profits almost double in the first three months of the year

Cost-cutting measures and fall in bad debts push UK bank's first quarter profits to £5.4bn, 95% higher than in 2012

Citigroup appoints Chief Strategist for Private Banking

He is currently Managing Director and US Economist in Citi Research, and is held in high regard for his views including his extensive work on demographic and policy challenges with a focus on the implications for long-term asset market performance.

UBS overhaul ups pressure on private banking head

In a 16th century Swiss castle in March the boss of UBS challenged the head of its private bank to explain his plans for overhauling the business of managing the money of the rich.

Credit Suisse’s Global Financial Strategies Group Releases Framework for Improving the Quality of Decisions

Credit Suisse’s newly formed Global Financial Strategies Group announced the release of its inaugural publication entitled, “Cultivating Your Judgment Skills – A Framework for Improving the Quality of Decisions.”

Standard Chartered shareholders show disapproval of four executives

Shareholders have issued a rebuke to four Standard Chartered executives

Another Swiss private bank in the sights of the US Department of Justice

The news came as Patrick Odier, president of the Swiss Bankers Association, renewed calls for a speedy resolution of what he labeled “the extremely difficult negotiations” between the US and Switzerland.

Duncan Lawrie to manage HNI wealth, offer bespoke solutions

A wholly-owned subsidiary of Camellia, is well set to offer ‘gateway’ support to wealthy resident Indians

RBC Wealth Management receives double recognition at WealthBriefing Awards

The WealthBriefing European Awards aim to showcase ‘best of breed’ providers in the global private banking, wealth management and trusted advisor communities

Axa Wealth sales up 79%

“While the strength and appeal of the Elevate proposition remains core to our business development, 2013 will also see an enhanced focus on our specialist product range."

Canadian wealth-management firm launches new division for high-net-worth clients

The high-net-worth segment will be the fastest growing both in terms of numbers and dollars

UBS names head of private wealth division in Americas

The ultra-high-net-worth segment is the fastest growing client segment at the firm.

Wealth managers flock to Singapore as Switzerland suffers

Wealth managers are stepping up their search for staff to expand in Asia as Singapore starts to overhaul Switzerland as the world’s top private banking hub.

Banks in Singapore agonise over rich clients in tax evasion clampdown

Banks in Singapore are urgently scrutinising their account holders as an imminent deadline on stricter tax evasion measures forces them to decide whether to send some of their wealthiest clients packing.

Wealth and Asset Management