Managers of Wealth Offshore

Pictet Says Tax Declaration Rules Threaten Profit

Swiss private banks may earn less if they only handle tax- declared money from European clients, HandelsZeitung cited Pictet as saying.

Schroders wins top fund manager award

The event, held at Sydney's Doltone House, was hosted by the Australian Fund Manager Association for the 14th year in a row.

Brooks co-founder steps down from board as FUM jumps 6.5%

As at 30 September 2012 discretionary funds under management totalled GBP £3.751 billion.

Morgan Stanley’s Gorman Set to Lose $2.9 Million in Pay

Instead, Morgan Stanley has produced an ROE of less than 6 percent with one quarter remaining and ranks ninth in its peer group in terms of shareholder return, beating only Credit Suisse Group AG. Gorman, who’s criticized Wall Street pay as too hig

Emerging Signs of an Uptick, but Luxury Industry not Convinced

A new report produced by Ledbury Research reveals some green shoots in wealthy consumer sentiment, as the outlooks of the most influential CEOs in the luxury industry continue to fall.

European Wealth boosts assets £120m with adviser buyout

The company has grown its asset base from an initial £20 million to a current figure of around £500 million. Bradley Stuart last year delivered turnover of around £1.28 million.

Northern Trust's quarterly net up on higher fee

Assets under custody rose 14% to $4.761 trillion while assets under management increased 16% to $749.7 billion.

Deutsche Bank Private Wealth Management joins Suggestus

Following an extensive due diligence process, DB PWM has also been awarded the ARC Approved Due Diligence Kitemark.

US Wealth management firm opens new offices

“Our goal is to continue building a family-oriented wealth advisory business

Six top financial advisors launch independent wealth management firm

The team of top performing national advisors has over 80 years of collective advisory experience and plans to maintain nearly $450 million in client assets.

Merrill Lynch Wealth Management's brokerage defections continue

Merrill Lynch Wealth Management's main brokerage force shrank by 75 advisers

Man Group Outflows Increase to $2.2 Billion on ‘Subdued’ Sales

Customers pulled a net $2.2 billion from the firm

Swiss private bank eyes Asia institutions

Banque Syz is relocating staff to Asia to focus on asset owners

Arbuthnot Banking trading well

This will result in some compression of its customer margins

Geneva banks welcome Spanish, Mideast flows in tough times

New clients fleeing Spain's debt crisis and havoc in the Middle East have buoyed assets managed by banks in Geneva even though the outlook for the Swiss safe haven remains difficult, bankers said on Wednesday.

Charities should set an example on ethical investment, survey of investors finds

Three in five say charities should take the lead on 'stewardship' issues, but Penny Shepherd of Uksif says not enough of them are signed up to the Financial Reporting Council's stewardship code

AXA Wealth bares all - full RDR product charge details now available

AXA Wealth has announced the full details of its post-RDR product changes and how the transition from present to future will work.

Russian Middle Class to Number 74 Million by 2050, HSBC Predicts

President Vladimir Putin, who returned to the Kremlin for a six-year term in May, wants to boost the size of the middle class to as much as 70 percent of the population, while reducing the country’s income gap.

Commonwealth Announces New Cash Investment Management Services

Leading CAM’s institutional offering is Henley L. Smith

UBS further expands wealth management operations in Australia

The other big players locally are State Street and BlackRock’s iShares.

Wealth and Asset Management