Managers of Wealth Offshore

Geneva-based private bank Says Spain, Italy, Greece Inflows Boost Assets

Assets under management will increase to 25 billion Swiss francs ($27 billion) from 24 billion francs at the end of 2011

Swiss financial centre draws out plan to become leading asset management location

The Swiss financial centre mainly has a reputation for wealth management

Saxo Wealth commits to hand back fund commissions

The move applies to both trail and platform commissions received from funds’ annual management charges, and head of Saxo Wealth Karsten Henriksen said the change was ‘literally offering clients an extra return on their investments’.

KKR Sees Southeast Asia Investment Opportunity on Wealth Growth

“We will see an increase in investment opportunities and an increase in activities in the Southeast Asia region,” Lu said in a telephone interview

UBS' new adviser pay rewards cross-selling

UBS Wealth Management Americas released its 2013 compensation plan to its financial advisers on Tuesday, announcing changes that will give them incentives to sell a wider range of products and bring in more revenue.

Brewin Dolphin profits up a third as costs drop

Profit before tax £29.9 million (

Mariner Wealth Advisors expands team

Nationally ranked by Barron's as a top independent wealth advisor, Mariner adds 13 wealth management professionals and continues to expand its national footprint

Washington Wealth to Reach $1B in Recruited AUM

"We are delighted that both California Wealth Transitions and Overlake Partners have chosen to partner with us."

Credit Suisse moves Russia investment banking to London

The Zurich-based bank will move its debt and equity capital markets, and corporate advisory businesses to London

Europe’s wealthy firms look to spend on acquisitions in 2013

The corporate landscape in Europe, the middle east and Africa (EMEA) is healthier than people might expect

If the US falls off the fiscal cliff, 315,000 millionaires go with it

From baseball players requesting their bonuses before Dec. 31 to millionaires lobbying for higher taxes on themselves, America’s wealthy are weighing in on the debate over the US “fiscal cliff.”

Advisers' client numbers down

In the past five years the number of people using a financial planner has dropped 20%, down from three million to 2.4 million, new research shows.

Credit Suisse boss under pressure despite outsmarting rival

The Credit Suisse reorganisation contrasts with hometown rival UBS, which is abandoning most fixed-income activities in favour of its flagship private bank as tough Swiss capital rules begin eating into investment banking profits.

UBS downsizes German branches , cuts up to 35 staff

UBS is closing four branches in Germany that serve wealthy clients and cutting up to 35 jobs as it seeks to improve profitability.

Wealth firms scramble to lure foreign clients

Wealth managers are rushing to set up tailored services for increasing numbers of foreign millionaires applying for investor visas to stay in the UK, with wealthy Russians leading the surge.

Do You “Like” Your Wealth Manager?

Responding to the startling rise of social media, the majority of leading private banks and wealth managers are improving in deploying certain elements of social media and some platforms but, for the most part, lack effective social media strategies.

Acquisition of Canadian Wealth Management completed

The CWM operations will be fully integrated into Fiera Capital Private Wealth's existing business.

Wanted: expats to manage risks at Asian banks

Not only are vacancies growing but so too are salaries as banks beef up their compliance functions

Platforms criticised over ‘hybrids’

Rowan Dartington’s Coxell has said platforms focus too much on collective investments.

Saltus buys wealth manager

This is the second acquisition by Saltus in 2012 after the group acquired Midlands-based discretionary fund manager Montague Capital in August 2012.

Wealth and Asset Management