Managers of Wealth Offshore

Old Mutual to drop Skandia name in asset management overhaul

The unit falls under the remit of the Wealth Management businessrun by former BNY Mellon head of distribution Paul Feeney.

Deutsche Bank CEOs Tackle Ackermann Legacy in Overhaul

Deutsche Bank co-Chief Executive Officers Anshu Jain and Juergen Fitschen, less than four months after taking over from Josef Ackermann, may be preparing the largest revamp at Europe’s biggest bank in eight years.

JPMorgan Weighs Dimon Bonus Cut, Wall Street Journal Says

JPMorgan Chase & Co. (JPM), the biggest U.S. bank by assets, is considering cutting 2012 bonuses for senior managers including Chief Executive Officer Jamie Dimon, according to the Wall Street Journal.

Where Millionaires Are Investing As 'Fiscal Cliff' Nears

Where are the millionaires among us putting their money?

MAS launches Giant Pandas Commemorative Coins

Only 3,000 sets are available.

UBS to seek Brazil CEO

The lender, after waiting almost two years, is close to obtaining a banking license in Brazil, the people said.

Large RIAs Buckingham and Founders to Merge

Agreement unites two strong RIAs; St. Louis powerhouse deepens Silicon Valley presence

Goldman boosts private loans to wealthy

The private bank of Goldman Sachs is quietly beefing up its lending to wealthy individuals with a host of new loan products and credit offerings.

U.K. Rich Unmoved by Tax Hike as Luxe-Home Sales Surge

The British government’s plan to raise a tax on luxury-home purchases sparked a last-minute dash by real-estate brokers to wrap up deals before the deadline hit in March. They needn’t have bothered.

James Brearley back in black and on bid hunt after restructure

James Brearley is back in the black after slashing nearly £1 million from its wage costs following a restructure.

Walker Crips rolls out bespoke discretionary service

Walker Crips is seeking to increase its presence in the adviser outsourcing space by rolling out a bespoke discretionary service, alongside a model portfolio range to intermediaries.

2012 Top Wealth Managers Revealed by AdvisorOne

12th annual ranking and survey celebrates wealth managers' success; offers unique insights into industry

Wealth Management Boutiques Beat Big Banks - Survey

Brown Brothers Harriman earns top honors with the highest LBSI score of 7.01, and ranks first on each of the four sub-categories.

Personal Finance Society appoints new president

“With the RDR threshold fast approaching our role of helping members develop and maintain their professional qualifications and standards is more important than ever before and we at the PFS are fortunate to have such experienced and knowledgeable i

Morgan Stanley Attempts to Stem ‘Revolt’ in Wealth Management Unit

On Morgan Stanley (NYSE:MS) President Greg Fleming’s attempts to stem a broker revolt within the firm

Chartis PCG and Markham Private Clients in exclusive HNW deal

Guy Huntley, UK head of the PCG, commented: “I am delighted with our partnership with MPC, which will bring a range of benefits to both brokers and clients. Read more: http://www.insuranceage.co.uk/insurance-age/news/2203396/chartis-pcg-and-markham

HSBC shuns niche managers, turns to global

Vineet Vohra, Asia-Pacific head of wealth development, retail banking and wealth management (for clients with up to $5 million with HSBC), says the bank has retrenched in recognition of a need to service clients more effectively and not allow them to be d

Wealth and Asset Management