Managers of Wealth Offshore

Final approval for Safra Group's acquisition of the majority stake in Bank Sarasin - Closing expected for 31 July 2012

The closing of the transaction is expected for 31 July 2012.

JP Morgan Private Wealth Management carves niche in Singapore and Asia

But Peter Flavel, the bank's chief executive for Asia, is determined to expand that clientele, setting his sights on the segment just below the ultra-high net worth - that is, catering for account sizes of between US$10 million and US$30 million.

Benefits of social media to the wealth management industry

There are an almost unlimited number of benefits to incorporating social media into your overall marketing/business development strategy.

STEP publishes ‘five point plan’ to combat tax evasion

Central to this programme is the view that professional bodies such as STEP have a key role in working constructively with tax authorities around the world to develop guidelines as to what constitutes abusive tax avoidance.

Investec ‘on track for growth’

Although Investec has a strong private banking and wealth management franchise, the economies of some of its key markets such as Europe have been hit by the eurozone crisis.

Bryn Mawr Bank Corporation Reports Second Quarter Net Income Increase of 9.5%

The acquisition increased the Wealth Management Division's assets under management by approximately $1.0 billion.

Barclays profits up despite interest rate swap scandal‎

Embattled banking giant Barclays today revealed a potential £450 million bill for mis-selling complex financial products to unwitting small businesses.

Charles Stanley's revenue drops by £3 million‎‎

Investment management firm blames “challenging” market conditions and “entrenched” economic uncertainty for fall in revenue.

Swiss bank hunts for wealth management deal

The group said it had a war chest of 600 million francs and was looking for deals as it reported better-than-expected results for the first half of 2012.

RBC completes acquisition of global investor services business

Top 10 global custodian being rebranded RBC Investor Services

Will wealth managers nimbly respond to changing needs of high-net-worth investors?

Wealth management, an industry long accustomed to steady growth and healthy profits, is now facing significant headwinds — and opportunities.

Wealth Management Buoys Ameriprise’s Q2 Earnings

Pretax operating margins within the wealth management division increased 11.6% compared to 11.3% a year ago due to cost-cutting that “helped to offset the impact from low interest rates.”

Hong Kong’s Largest Bullion Vault Signals Rising Asia Wealth

The move in Hong Kong reflects increased demand for gold in Asia even as the commodity struggles to sustain its rally into a 12th year.

Raymond James 3Q Net Up 63% on Double-Digit Revenue Growth

The investment-banking and wealth-management company had seen its profits decline in recent quarters as market volatility challenged its revenue growth.

SJP profits rise after record sales quarter‎

Funds under management of £30.9 billion up 8% since the start of the year

Rathbone Brothers funds under management grow by 5% ‎

Rathbone Brothers saw its assets under management grow by 5 per cent in the first half of the year, rising to £16.7bn.

Germany's Oldest Private Bank Calls for Bank Separation

The danger and potential expense posed by an investment bank to a retail bank are just too great, the reformers argue.

Arbuthnot Latham reports Pre-tax profits increased of £1.4m

Arbuthnot Banking Group has continued with the transformation of its business and has traded strongly in the first half of 2012.

Advisers with high net worth clients should not ignore liquidity requirements

Cash is king... but shouldn't it also be managed?

Lloyds' wealth and asset finance arm reports £995m loss

In its wealth, asset finance and international business, which includes the bank's wealth management arm, Lloyds reported a £995 million loss, despite growing its affluent and high net worth customer numbers

Wealth and Asset Management