Managers of Wealth Offshore

Capco whitepaper explores the wealth transfer time bomb

The paper outlines the digital demands next generation customers will present as they inherit the current population’s wealth in just a few years.

Germany’s oldest privately owned bank to expand in US

Germany’s oldest privately owned bank is seeking to add sales staff to its two-strong New York office, as the head of its UK operations suggested that US investors could return to European equities “very quickly” in the right conditions.

Brooks Macdonald readies for RDR with £4.4m acquisition

Pre-tax profit was £8.5m on revenue of £53.3m compared to £7.3m off £52.2m a year earlier.

AFH Financial buys IFA firm

"IFA adviser numbers have also grown from 53 at the time of flotation last year to 91 at the start of September.

NBO tie-up with Reliance Wealth Management

National Bank of Oman has joined hands with Reliance Wealth Management to provide distinct Indian investment products to NBO's valued private banking customers.

ARC launch new Charity Indices

The ARC Charity Indices allow charity portfolio performance to be compared versus a realistic and sizable peer group of charities whose portfolios have exhibited similar volatility characteristics.

Credit Suisse clients may withdraw $37 billion over tax in next few years

Credit Suisse could see clients in western Europe withdraw up to a net $37 billion in the next few years as Switzerland bows to pressure to stop foreigners using secret offshore accounts to evade taxes.

BNP Paribas Wealth Management scores top marks in Private Banking Poll

These results, in a recognised industry standard, have improved since last year and represent the bank's ability to serve private banking clients.

Swiss parliament backs tax hike for wealthy foreigners

"With this reform, we want to improve and strengthen the acceptance of the flat-rate tax," Swiss Finance Minister Eveline Widmer-Schlumpf told parliament, adding it would mean that 80 percent of those involved would pay more tax after the chang

Swiss National Bank’s Jordan Wonders How to Spend $380B Pile

The SNB has been piling up euro holdings to defend the franc ceiling of 1.20 versus the single currency introduced in September 2011.

Special tax unit takes extra £500m from UK's richest people

The taxman has extracted an extra £500m from Britain’s richest people thanks to a special unit set up three years ago to target “high net worth” individuals.

Investors Seeking Returns in Non-Traditional Places

The investing environment is expected to be choppy for the next 3-5 years, causing investors to delve deeper into non-traditional investment opportunities to protect wealth

Real estate entrepreneurs top Chinese richest women's list

Nine out of ten of the women on the list played pivotal roles in the expansion of their companies.

How Intelligence Relates To Wealth

If the question isn't rhetorical, then the answer is "no."

France’s biggest bank Details Plan to Expand U.S. Wealth Management

France’s biggest bank, embarked on a five-year plan to expand services to affluent U.S. clients as the company looks to businesses beyond its core European market for growth.

Private client wealth manager celebrates

In an environment of falling interest rates, heightened market volatility, increasingly correlated share price movements and relentless inflationary pressure, finding a lower risk investment solution capable of preserving wealth in real terms has proved a

Wealth and Asset Management