Managers of Wealth Offshore

West Coast wealth managers launch new frim

In the past, Kozak and Bourdon had already worked together developing a wealth management company associated with a Santa Barbara CPA firm and led it to growth and recognition.

Sanlam acquires client bank of Middlesex IFA

The acquisition brings £52m of funds under influence to Sanlam Private Wealth, which now has over £550m of funds under influence.

Private banking clients lose that loving feeling

I still find it hard to believe my family and I were allowed to wander those rooms, witness those wonders and spend time in silence with Michelangelo’s vast work with no one but our guide and a Vatican guard.

Millbrook Capital to convert to family office

In the wake of new Securities and Exchange Commission rules, Millbrook Capital Management is closing its only hedge fund and will instead become a family office for its founder, John Dyson.

Gold to shine - Coutts & Co

Gold, a traditional safe haven asset in troubled markets, has been out of favour recently amid growing fears of deflation.

Multi-manager firm boosts investment team with senior manager hire

He has previously worked at Goldman Sachs and most recently Société Générale, spending 11 years in derivatives and equity research for investment banks.

Land of Luxury: China's Million Dollar Shanghai

The city’s development has been a spectacle to watch; the skyline is a postcard- picture of prosperity, and while traditional noodle shops are still a few beats beyond the glitz, the new money has demanded a profusion of stylish and luxurious avenue

New Walker Crips CIO plans model portfolio launch

The ex-BNP Paribas wealth management head said the new service would be unveiled later this year in a bid to shine a light on the ‘hidden gem’ of Walker Crips’ investment business.

Brewin Dolphin to close Dumfries office

A source said the move was part of a wider strategy aimed at concentrating Brewin’s efforts on city centres

Barclays prefers organic growth strategy for India

Since the establishment of the private banking business in India four years ago, Barclays Wealth has grown significantly to emerge among the top five players locally, according to Bansal.

Financial advisers shift to fixed income: PIMCO survey

Financial advisers have significantly increased their allocations to fixed income investments in the past 18 months and are likely to increase that further, according to a PIMCO survey.

Top women on Wall Street: Equal-opportunity axing?

Among the top 10 banks, the aggregate numbers are a little better, but the percentages are not. Five women, or 10 percent of the 50 executives identified, are in place, down from six, or 12 percent, in 200

New Wealth Advisor hire for Barclays in Crawley

The Barclays Crawley office continues to grow, providing the full range of wealth management and corporate wealth advisory services to clients across West Sussex.

Macquarie Private Wealth in front in Canada

But plans were bigger still, calling for 250 high-end advisor teams to be working on the firm’s platform by 2015.

Executive Pay Back Under Spotlight At HSBC

Executive pay will again come under the spotlight today as shareholders of HSBC (HBC) become the latest group of investors to vote on banking remuneration, as the so-called "shareholder spring" of pay revolts continues apace.

Luxury Home Values Jump in San Francisco Bay Area

San Diego Prices Move Higher, Los Angeles Values Edge Down

Carnegie names new President and CEO

He has more than 20 years’ experience of wealth management and joins Carnegie from Swedbank Robur, where he is CEO and a member of Swedbank’s senior management.

Chelsea branch of wealth management firm Killik & Co reopens

Killik & Co has reopened its Chelsea branch at 45 Cadogan Street following extensive refurbishment, providing greater scope for its enlarged team of six to cater for its growing client base within the community.

French bankers miss a left turn and head to UK

Le Grand Depart has started early. High-earning Parisians who normally escape the French capital for the month of August have already crossed the Channel.

Power to Asia’s women

Yet few women in Asia make it to the top. Social norms undervalue girls and women, with sex-selection abortions resulting in an estimated 1.3 million girls per year not being born in China and India alone.

Wealth and Asset Management