Managers of Wealth Offshore

Lloyds Bank Sells Part of Stake in Wealth Manager

The move comes just weeks before the Bank of England is set to outline the scale a multi-billion pound capital shortfall for U.K. lenders.

It’s so unfair, say 'under-paid’ bankers

Almost two-thirds of London bankers think they were underpaid last year and half believe they have been treated unfairly.

EFG to sell stake in spin-off to Notenstein for $74 mln

This transaction is expected to result in an exceptional accounting gain of approximately CHF 37 million in EFG International's 2013 financial statements.

Coutts launches family business award in Hong Kong

The Coutts Prize aims to recognise outstanding achievement and exemplary practice in family governance, business governance and social responsibility, as well as raise awareness of the economic and social benefits of family businesses, and the challenges

China launches probe on banks' wealth mgmt products: Report

Such products are not transparent and could create room for illegal operations

Close Brothers' wealth arm back in profit

Overall income on assets increased 9% to £36m, corresponding to an improved revenue margin on total assets of 84 basis points, the group said.

Law firm to launch private wealth service

The team will be headed by Melbourne partners

Mercer and CAIS Redefine Alternative Investment Advice and Access for Wealth Management

Mercer will continue to provide due diligence and ongoing monitoring for all funds that list on CAIS

Robertson Stephens Launches As A High Net Worth Wealth Management Firm

"Launching the brand name is our way of paying respect to all of the entrepreneurs who founded the boutique firms of that era," said Piazza.

Majority of Advisors Live for Today, Lack Plans for Tomorrow

While prevailing industry research shows that the overwhelming majority of financial advisors are 50 years or older, most advisors don't have effective plans for the future of their businesses, according to an SEI survey released today.

Financial Advisors Increase Assets and Revenues in 2012 - RESEARCH

Assets under management grew nine percent in 2012, rising from $74.0 million at the end of 2011 for the average advisor to $80.8 million at the end of 2012.

Credit Suisse on verge of selling JO Hambro IM

After a series of talks the investment bank has now whittled down the list of interested suitors to just one.

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."

Wealth and Asset Management