Managers of Wealth Offshore

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.

Princely advice for Asia's wealthy families

A Liechtenstein royal has old money expertise in how assets are secured for next generation

Swiss private bank eyes U.S. branch to head off tax probe - sources

The bank is considering applying for a licence to serve U.S. clients from the United States

UBS faces calls for break-up at investor meeting

UBS says will address investor views at its AGM

Ex-Head of Wealth at Morgan, Lehman Dies

He died on April 29 at NYU Langone Medical Center in New York after a brief illness,

After the Crisis High Net Worth Investors Expect More From Their Advisors - RESEARCH

Must Exhibit a Heightened Level of Conscientiousness to Win Trust of Skeptical Investors

Being human costs money - Barclays Wealth survey

What may be seen as rational behaviour by individual investors against the theoretical best practice

The banker exodus: Will bonus caps drain finance superstars from London?

More than 70% City workers unhappy with their bonus

Q1 2013 Private Client Indices, ARC Charity Indices and April Estimates Now Available

The figures show the actual returns achieved, on average, by discretionary private client managers across four different risk profiles.

BNP Paribas Profit Tumbles

BNP Paribas SA (BNP), France’s largest bank, reported a smaller decline in first-quarter profit than analysts estimated, helped by French and Belgian consumer banking.

Coutts cheers new model as RBS £826m profit paves way for privatisation

Royal Bank of Scotland's (RBS) wealth division has posted a £56 million profit as clients of Coutts, its private bank, cheered its new advice-led model.

Societe Generale Private Banking wins award for the Best Wealth Planning Team

Societe Generale Private Banking has received the award for the Best Wealth Planning Team at a European based private bank at the very first WealthBriefing European Awards ceremony, which took place in London on 2 May 2013.

Lombard Odier undergoes transformation to limit its liabilities

Many observers have associated the departure from 217 years of private banking tradition at the two institutions with the decision by their rival Wegelin to close after admitting to aiding US tax fraud.

Despite Concerns Over the Economy, Wealthy Investors Positive

The Household Outlook is a monthly survey of Affluent households attitudes regarding their own household income

Wealth and Asset Management