Managers of Wealth Offshore

Bellpenny and Brooks Macdonald sign strategic alliance

"It will enable clients to take advantage of Brooks Macdonald’s research-driven approach to delivering strong and consistent risk-adjusted returns.”

Boutique asset managers launch GBAM to help compete with global players

GBAM seeks to develop a network to hold discussions about important business issues faced by boutique managers - strategy, products, markets, clients, etc.

Five Years Later, the High Net Worth are Still Angry

Most investors remain angry, but negative sentiment is strongest among the richest

James Hay partners with London wealth manager on iSipp

Wealth manager will fund annual fee for higher-value clients and half of the fee for medium-value clients

Singapore: The world’s fastest growing wealth centre

Predicted to be the largest offshore private banking market by 2020.

Some wealth advisers take a fee for client fund assets

They are paying these financial advisers as much as 0.25 percent of the assets that their clients put into no-transaction-fee mutual funds.

Trusts & Estates Practitioners With Heart Awards

Winners will be recognized in Trusts & Estates’ October Charitable Giving Supplement.

Wealth managers escape tax fallout

''The government promised that the majority of people would not be impacted, and they've made good on that.''

Roger W Harrington Forms New Wealth Management Company, Harrington Capital Management, LLC

Roger's independent wealth management company will focus on serving clients looking for an advisor that will actively manage their assets while personalizing investment strategies.

HNW Wealth WIll Rise 25% By 2016, Study Says

Wealth will increase by 25 percent, to $23.5 trillion, Timetric says.

Five steps to fiscal freedom for women: Foxley

Chartered financial planner Hannah Foxley is launching a wealth management programme for women after several clients expressed an interest in learning about their relationship with money.

Swiss private bank trains sights on Asia's growing wealth

Swiss lender says bleak economic outlook in Europe is partly behind shift in business focus

"If you can't trust a Swiss banker, what's the world coming to?" - Pierce Brosnan, playing James Bond

Credit Suisse chairman Urs Rohner is aiming to rebuild public trust in the banking industry, after its image suffered amid the financial crisis

First Names Group acquires international trust busines

This is the second acquisition this year; the purchase of Moore Management, which completed in January, expanded the Group’s fund offering and presence into the Far East.

PwC Wealth Management Guru Financial Advisors Must Focus on Client Data Financial Planning

'Wealth managers need to "quantify" the trust clients are willing to place in them.'

New Pershing Thought Leadership Offers Advisors Strategies to Improve Their Business Practices and Client Relationships

"An Advisor's Guide to Becoming a Stronger Wealth Manager," provides advisors with the tools they need to establish greater efficiencies.

Top 100 Billionaires Wealth Rose to $2.029 Trillion

Following are the results of the latest Bloomberg Billionaires Index ranking the world’s 100 wealthiest individuals.

The chief executive's of a number of major ASX100 companies have seen their pay drop

"We have seen how some CEOs are receiving smaller incentive packages, which goes in line with weaker company performances," Elaine Prior, Citi Research Industry Thematics and ESG analyst said

The Henley Group launches Select service

'Henley Select offers a unique bundle of services designed for individuals who wish to pay a fee for the financial advice they receive rather than have charges paid to their financial adviser through product related commissions.

Charity clients to be retained in £50m sale of JO Hambro shares

Credit Suisse has agreed to sell 62.5 per cent of JO Hambro’s issued share capital for £50m to Bermuda National Ltd

Wealth and Asset Management