Managers of Wealth Offshore

Growth in Indian art paves the way for wealth management

In the past, the Indian art market was largely dominated by collectors and connoisseurs

Eleven Raymond James advisors named to BIC top 50 advisor list

FID managing director, John W. Houston, said, "Raymond James is proud to be affiliated with these 11 outstanding advisors

U.S. Bank's Aggressive Wealth Management Plan

U.S. Bank is bulking up its wealth management business

Mexican Billionaires Beat Brazilians In Wealth

Wealth-X, the ultra high net worth (UHNW) business development solution for Global Private Banks, Luxury Brands, Educational Institutions and Non-Profits, has released a list of the top 10 wealthiest Latin Americans.

How 7IM plans to beat its rivals in the private banking space

In May of last year it announced that it would start taking deposits and offering clients loans through its platform.

Philanthropy Changes as Rising Generation of Donors Emerges

Gen Xers and millennials focus on values, engagement and impact

HNW investors feel their financial situation is improving

What does it take to feel optimistic these days? At least $5 million,

Union Bancaire Privée Increases Assets Under Management by 12%

This increase is the result of net inflows of funds from private and institutional clients, sound asset management performances and several acquisitions.

Edmond de Rothschild Group consolidates multi-manager

Edmond de Rothschild Investment Partners is celebrating its 10th anniversary with plans to raise 500 million euros ($676.7 million) over the next 4 years and to increase assets under management to 1.3 billion euros.

Anything a private bank can do...

7IM reckons it can do better and more cheaply

The future of wealth management services

Wealth managers are under pressure to rev up their profits. Over the past several years revenues have been sluggish, margins tighter, and costs - particularly those involving regulatory compliance - higher.

Rich Chinese could add $5bn a year to Aussie funds

There are high hopes for an Australian immigration scheme dubbed the 888 visa, which has been set up to offer temporary residency to wealthy Chinese who invest in a range of products.

Corporate watchdog growls at Macquarie Private Wealth

Australia's security regulator on Tuesday reprimanded the private wealth division of Macquarie Group Ltd. (MQG.AU), saying it found "serious compliance deficiencies" in its conduct over several years.

Royal Bank of Scotland could hand £4m in bonuses to investment chief

His departure from the bailed-out bank has been the topic of speculation for many weeks ahead of a fine

Oaktree WM launches international business

The firm, run by former Wealth Manager cover stars Jeremy Arthur and Ian Brady, Invesco Perpetual’s ex-head of fund of funds, is planning to target international clients through the new business to be led by Shah. He joins from Christchurch Investm

CEOs bailed out in financial crisis still rake it in

Top executives of companies that received taxpayer bailouts during the financial crisis

Chocolate maker Ferrero confirmed as wealthiest Italian: Wealth-X

Michele Ferrero, owner of renowned chocolate maker Ferrero, is the wealthiest Italian, according to research published by data and information consultancy Wealth-X.

Wealth Management Helps Drive Bryn Mawr to Record Earnings

Rising revenue from wealth management services helped drive Bryn Mawr Bank Corp. to record earnings in 2012, the Pennsylvania-based community bank announced Thursday.

Shanghai Regulator: Wealth-Management Products Pose Little Risk

Lack of transparency about the size of the sector, where the money is invested, and who takes the hit if investments go sour, has fueled concerns about risks to the stability of China’s financial system. But Fang Xinghai, director general of Shangha

FSA gives controversial Tory donor permission to launch private bank

On its website it says: ‘The Bank is managed with the financial conservatism that has been the hallmark of the family.

Wealth and Asset Management