Managers of Wealth Offshore

Brewins merges teams in research revamp

Research head Matthew Butcher said it would bring greater efficiencies and consistency to the group’s investment decisions.

PAM Winner - Northern Trust Named "Best Private Wealth Manager"

“Private Asset Management magazine selected Northern Trust for the award because of its expertise in the private wealth arena and its ability to provide clients with top of the line investment, wealth planning and servicing capabilities.”

PAM Winner - Marsh Private Client Services Awarded Best High Net Worth Insurance Firm

The winners of the 2013 awards were chosen by an outside panel of industry experts and were announced in a ceremony at Cipriani in New York on February 12, 2013.

PAM Winner - Atlantic Trust Named Best Wealth Manager: Long-Term Performance

Atlantic Trust was recognized by Private Asset Management for the firm's long-term investment excellence.

PAM Winner - U.S. Trust Wins Best Private Bank – Client Service

“We take great pride in being recognized for what U.S. Trust is most committed to: service to our clients and their families."

Nick Travis and Kevin O’Shea named in Citywire Wealth Manager’s Top 30 under 30

The entrants are decided on a combined basis of academic success, professional qualifications, and the impact they have had on the business they work for.

Swiss private bank opens London office

“It fits very much within our strategy of chasing global entrepreneurs,”

East Midlands-based IFA moves £70m to Novia

Steve Moseley said that cost, functionality and usability dictated the platform switch.

Julius Baer Most Hurt by Kickbacks Ban

Julius Baer Group Ltd. (BAER) would probably be the most affected by the elimination of retrocession fees, or kickbacks, that are paid to banks in Switzerland for selling fund products, Morgan Stanley analysts said.

AMP Wealth Management up 21 pc

“The strong performance of our Wealth Management business reinforces the benefits of the merger with AXA, with a suite of contemporary products and services that cater for all key market segments, supported by Australia’s leading financial adv

Raymond James reports new AUA record

Client assets under administration reached a new record of $403 billion, up 2.8% over last month and 43.6% over last January. Similarly, financial assets under management reached a new high of $48.9 billion, up 5.2% over last month and 32.9% over last Jan

Sanlam acquires two more IFA businesses

Sanlam Private Wealth has acquired two new IFA businesses for an undisclosed sum

Vontobel moves Dubai business to Geneva after good year

The Zurich-based bank, long noted for its work as an investment bank, has had offices in Geneva since 1993, where it has private and institutional clients.

HighTower lands veteran Merrill Lynch adviser team

The Sarian Group manages $650 million for high-net-worth clients

Boston Private Bank continues California expansion

“By adding or expanding these offices, we deliver the private banking and wealth management services our clients value

Rathbones grows funds as ex-Williams de Broë chief joins board

Profit falls at private client and investment manager as £1m FSCS bill hits.

Jewellers & Coutts team for jewellery box auction

‘The Prince’s Foundation for Children & the Arts’ and ‘Holts Academy’ supported by Coutts

Global Equities Appointment - St. James's Place Wealth Management

Initial amount of approximately £2 billion and is expected to be funded within the next week.

Convergent Wealth Advisors Honored as Best Private Client Investment Platform

Wealth can be complicated

Lib Dem Wealth Tax Crackdown On Heirlooms

Families could be forced to pay a tax on heirlooms including jewellery and paintings under the Liberal Democrat scheme.

Wealth and Asset Management