Managers of Wealth Offshore

Arbuthnot launches commodity trading desk

‘It is a pure, non-advised execution-only service for clients, and we will not be trading our own book.’

UBS seeks to expand private banking in Italy with acquisition

The Italian wealth manager said last week that it’s reviewing a report by the Bank of Italy into the reserves it set aside for deteriorating credits that are backed by real estate.

Does Gender Bias Influence the Way Advisors Help Clients?

Men and women often receive different types of advice from financial advisors. Are you guilty of gender bias?

WealthBriefing Awards - Taylor Wessing's Private Client team shortlisted for 'Law Firm of the Year'

Winners will be announced at a ceremony taking place on 2nd May 2013 at the Royal Courts of Justice.

Swiss Banks Working On Plan To Handle Customer Complaints

Plans to create the arbitration procedure are currently being discussed

China's Hidden Wealth Estimated At $2.34 Trillion

Today there are probably 4,000 billionaires in the world

The 30% Solution: Growing Your Business by Winning and Keeping Women Advisors

Study Offers Critical Advice for Addressing a Traditionally Underserved Market Through the Recruiting and Retention of Women in These Roles

This is how Ireland's super-rich are now investing their billions

"They realise that they need to invest their money in something where it will beat inflation."

Private clients lacking inflation protection

High-net-worth individuals do not tend to have as big a focus on inflation as investors such as insurers or pension funds, since the latter two types of firms have large known liabilities they have to match assets to.

HNW investor confidence surges to three-year high

The group reports that 53% of its HNW clients - who each have investable assets of more than £1m

Convergent Launches Program for RIA Administrative Tasks

The Catapult initiative signifies a new addition to Convergent’s organic growth plans

Advisor Impact Releases Latest Investor Data, Launches a Formal Client Engagement Index

Industry Report Card Reveals Value, Opportunity and Risk

BNP Paribas Targets Asian Super-Rich to Boost Wealth Business

Societe Generale lured a net 1 billion euros

Van Lanschot to review strategy after major loss

Underlying profit of € 2.0 million in difficult market conditions

News Announces Wealth Management JV

Eureka Report and Clime Asset Management come together to offer more wealth creation solutions

Will RBS sell Coutts?

Sir Mervyn King has suggested splitting RBS in two.

Expectations low for UBS bankers awaiting bonus awards

Staff in UBS's investment bank waiting to be told by their boss what they have earned expect to be particularly hard hit.

Private banking arm drags down Schroders profits for 2012

Financial markets and investor sentiment fluctuated sharply in the first half of 2012, with early gains in equity markets given back in the second quarter as concerns grew over the Eurozone and faltering economic growth.

Barclays Wealth to open city office

The new office – which will be based at St Paul’s Place, in Norfolk Street, Sheffield

DST Hosts Webinar to Address Top Wealth Management Reporting Challenges

Explore and suggest how to align a growth strategy with operational processes

Wealth and Asset Management