Managers of Wealth Offshore

Ashcourt Rowan halves losses as restructuring pays off ‎

Wealth management service provider says £400,000 underlying profit has “reversed a trend of deteriorating profitability”.

UK Wealth manager eyes discretionary offering in HNW push

"The discretionary portfolio space may have £500,000 or more. They might want something that takes them in to a different space, [utilising] other instruments that we would never bring into our mainstream portfolios. Read more: http://www.ifao

Fidelity Worldwide makes more moves on board pay

The move is another advance for the growing move to curb excessive pay, as most company incentive schemes allow for shares to be sold after one to three years.

World’s Richest Gain $15.2 Billion as Global Markets Rise

The richest people on the planet added $15.2 billion to their collective net worth this week as global markets rose on speculation that Europe will move to ease borrowing costs in Italy and Spain.

Passive investing has an active role to play in client portfolio construction - Research

In the past, most advisers have recommended actively managed funds that seek to outperform stock markets through research and careful selection of stocks.

FTSE remuneration chiefs believe pay is too high - survey

The majority of executives who set the remuneration of directors running Britain's top companies believe salaries and bonuses are too high, The Sunday Times reported, citing a survey by management consulting company Hay Group.

Charities manager calls for fresh approach

Mr Maitland has been assisting in that education for the past 16 years, partly via the Compendium of Investment he and his team compile.

UK's biggest internet gold dealer could be put up for sale

The online business, could be sold as its founder attempts to expand internationally and continue to focus on British savers’ demands for buying physical gold and silver bars and coins.

Brewin income rises 4.4% in Q3

British investment manager Brewin Dolphin said transition to a fee based charging model boosted streams of recurring revenue while falling trading volumes kept a cap on overall revenue growth in its third quarter.

HSBC Wealth Management revenue falls

HSBC Holdings, Europe's largest bank, said first-half profit rose 10 per cent, lifted by gains on asset sales. Pretax profit rose to $US12.7 billion from $US11.5 billion a year earlier, the London-based bank said in a statement today.

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

Wealth and Asset Management