Managers of Wealth Offshore

Manulife 'gearing up' U.S. wealth management: CEO

Manulife, Canada's largest insurer, has been focusing on “small-case” 401(k) plans, offered to employers with 500 or fewer workers, Guloien said today in an interview in Toronto.

Citi caters to Moscow's wealthy

Citigroup opened its first branch dedicated to Moscow's wealthy, 20 years after entering the Russian market.

UHNWs target PE, commodities, real estate

The Institute for Private Investors has released the results of an investment tracking survey that says commodities, real estate and private equity are the top investment choices among ultra high net worth families in 2012.

Cheltenham-based IFA firm in £725k deal

Today’s announcement marks AFH’s eighth acquisition since the company’s flotation in June last year.

Investors seek dynamic approach to managing volatility, survey reports

Investor appetite is geared toward a more dynamic approach to managing volatility and asset allocation, according to an annual

NEW front in the war for wealthy investors in Scotland has opened up

The former chief investment officer of Adam & Co, a division of part-nationalised Royal Bank of Scotland, has spearheaded the “softly-softly” business launch

Trust unit wields the axe

Executive dismissals, nonessential-travel ban part of efficiency effort

New India CEO to focus on mass affluent retail segment

The 19 per cent growth in profitability compared to the previous year was aided by reduction in losses of retail and wealth management operations and higher earnings of the commercial banking business.

Swiss wealth manager remains Asia’s wealth advisory leader - study

The bank continues to be regarded as Asia’s leading private bank by the region’s wealthiest individuals.

Credit Suisse backs CEO, rebuffs SNB

The central bank's stance and a three-notch downgrade of Credit Suisse's long-term debt by ratings agency Moody's on Thursday has increased pressure on Dougan.

Swiss private bank eyes Asia and Latam

But he said they were still in the middle of talks and that the outcome was "at this stage completely open".

Philanthropy needs simpler support

Australia currently sits third in terms of giving as a proportion of GDP, behind the US and the UK.

The 10 Asian billionaires we should be watching

The names Australian wealth watchers need to know are Robin Li, Mukesh Ambani and Wee Cho Yaw.

Walker Crips investors to reap rewards after Liontrust shares sale

Walker Crips Group has disposed of its entire holding of Liontrust shares in order to pay investors a special dividend.

Liechtenstein to Focus on Asset Management, Asia, Regulator Says

Liechtenstein banks should focus on asset management and attracting inflows from wealthy Asian clients to rebuild their business,

StanChart Forays Into Islamic Private Banking

With the fast development of this industry, Muslim High Net Worth Individuals (HNWIs) are increasingly expecting Shariah compliance in managing their wealth, making Islamic wealth management solutions a key market need.

Baer CEO Says Outcome of Bank of America Talks Open, NZZ reports

Julius Baer is interested in the acquisition because of the unit’s strong presence in Asia and Latin America, Collardi said, according to the newspaper.

Covenant Multifamily Offices acquires Texas-based wealth firm

Covenant deconstructs family office model, brings institutional management and boutique services to high net worth clientele

NBAD’s Swiss Unit Targets 10 Billion Francs Client Assets

The United Arab Emirates’ second-biggest bank’s Geneva- based unit oversees about 2 billion francs after it started in 2007 to provide wealth-management services for international clients with at least 10 million francs of investable assets, T

Safra, Sarasin seek to dampen talk of rift

The banks sought to quell speculation of a rift after Sarasin's two independent board members said on Tuesday they would resign as soon as Safra's acquisition was completed.

Wealth and Asset Management