Managers of Wealth Offshore

Openwork paid nothing for 2Plan acquisition

Openwork, which is 25 per cent owned by Zurich, acquired national IFA 2Plan in July 2011 after announcing the deal in September 2010.

1st Global launches wealth management feasibility analysis program

New Programs provides a risk-free assessment for CPA firms aiming to expand wealth management services

Coutts Hires Another Ex-Barclays Employee For New Senior Role ‎

She worked as head of strategic partnerships and international third party distribution at Barclays, leading a team setting up commercial joint ventures with overseas banks.

How Wealthy Families Can Protect Against Financial Predators

Why don't wealth management firms do more to protect families from financial predators?

Business as usual for Standard Chartered Singapore

In a statement released on Wednesday, Standard Chartered Bank Singapore's chief executive officer Ray Ferguson said it has been "business as usual" for its operations, though some customers have raised concerns about recent developments sur

NAB Wealth claims improvements, despite lower FUM

Overall, the NAB statement noted that, on a statutory basis, unaudited net profit attributable to the owners of the company for the June quarter was approximately $1.2bn.

Wealth boutiques merge ahead of RDR ‎

James Hambro & Partners is merging with another wealth management boutique, ahead of changes due in January as part of the UK's Retail Distribution Review.

EuroMillions Win - Coutts

With EuroMillions in the spotlight following the announcement of the latest jackpot winners, speculation grows as to what the winning couple will do with their windfall.

When your client wants to get rich from a Warhol

A decade ago, the questions Annelien Bruins got from clients who wanted help building art collections were about how to find pieces they'd love.

When a rugby scrum meets a financial scrum

Included in the squad will be Harlequins and England captain Chris Robshaw and fellow internationals Mike Brown, Ugo Monye, George Robson and Nick Easter.

St.Galler Kantonalbank is doing well in the current year

In a continued challenging economic environment, St.Galler Kantonalbank achieved a good half year result. This was primarily due to the net interest income and lower operating expenses.

The UK's Wealthy are Currently Experiencing Very Different Fortunes - RESEARCH

New data on the wealthy population in the UK produced by Ledbury Research reveals just how volatile the fortunes of the wealthy are in the country.

Asia’s wealthy to bankers: You’re fired

That’s the message from Bloomberg, which has spotted a trend in private banking in the region that has led to a weakening of the already limited grip global banks including Credit Suisse and Citigroup have on the Asia’s private wealth.

Ten Trends Influencing Wealth Management and Private Banking in Asia- Research

The solution suite also helps financial institutions improve staff productivity through better workflow management and helps improve cost control and operational efficiency for better profitability management.

Acta Holding to acquire Swedish wealth management company

Hagberg & Partners has since 1994 worked with creating value for its clients through qualified financial advisory. Satisfied and assured clients are what is the most prominent in the company's philosophy.

The case for a British investment bank

No wonder small businesses can't get credit when the UK is the only G8 member not to have a body dealing with such finance

Buffett’s Other Bank Stock: How U.S. Bancorp Outperforms Wells Fargo and the Industry

Management reiterated in its second quarter conference call that those ratios are at the low end of long-term targets of 1.6%-1.9% on return on assets and 16%-19% for return on equity.

GCC sees surge in Islamic lending

The strong appetite from investors, who are increasingly demanding Shariah-compliant products, is what is driving the growth of the sukuk market in the region, where Islamic funds as a percentage of total assets under management have been on an upward gro

IFAs pick up clients discarded by private banks

Private banks have begun to cull less profitable clients, with the biggest squeeze on clients with assets of less than £500,000, according to the paper.

GAM First-Half Profit Rebounds After Lower Charge on Artio Stake‎

Net new money inflows at Group level were CHF 0.9 billionfor the first six months of 2012, up from the CHF 0.6 billion reported in the first half of 2011 and a significant improvement on the net outflows

Wealth and Asset Management