Managers of Wealth Offshore

China's first self-regulating fund association inaugurated

"It is urgent for China to establish a strong wealth management industry and the founding of the fund association is at the right time," said Guo.

Middle East wealth switching to Singapore

Europe has been the place where rich Middle Easterners have traditionally stored wealth, but their focus is shifting east, with Singapore a particular beneficiary, agreed a panel of wealth managers.

Adviser comparison site launches with IFP and Nucleus backing

VouchedFor.co.uk, today launches its new financial adviser comparison site in conjunction with several founding partners – Institute of Financial Planning, FundsNetwork, Nucleus and Voyant – who will support in rapidly establishing VouchedFor

India can be looked at as favorable destination by wealth management firms: report

The rapidly growing base of high net worth individuals (HNWI) in India is expected to provide attractive investment opportunities for wealth management firms, according a new report from BRICDATA.

Worried Swiss bankers get own advice hotline

The Swiss Bank Employees Association SBPV says it has set up a hotline to counsel bankers who fear they could be targeted because of their clients' tax evasion.

Can Credit Suisse solve its chronic cost problem?

Mack inherited an investment bank with the highest cost-income ratio on Wall Street (it actually made a loss of $1bn in 2001), the highest compensation ratio, and a cost base that was effectively 80% fixed through guaranteed bonuses.

"Safe-haven" investments may no longer be valid, say experts

Investors should rethink how they should invest in current volatile markets.

Wealth can be a double-edged sword according to Wealth Insights research from Barclays

The survey of 2000 high net worth individuals globally looked at a number of issues relating to succession planning including whether wealth leads to family conflict and the question of whether parents around the world trust their children to protect thei

Brooks Macdonald Plugs into Moneyinfo

The link, which feeds daily data from Brooks Macdonald to Moneyinfo, allows clients and advisers to see the holdings and values of any investment under the discretionary management of Brooks Macdonald.

Wealth Manager Isn’t Waiting for Adoption of Fiduciary Standard

Genworth supports more than 6,000 financial advisors and manages more than $20 billion in AUM.

CIBC selling private wealth management operations in HK and SG

CIBC declined to identify the buyer. The deal is set to close by early next year, but is still pending regulatory approval.

Bank of Valletta to focuses on personal attention in wealth management

Mr Scardino explained that the personalised and dedicated wealth management offering needed to be considered within the context of BOV’s universal offering, from financial planning to deposits and payments, foreign exchange, stockbroking, custody an

Liechtenstein-based private bank builds Dubai presence

The private bank seeking to expand its footprint and attract business from rich Middle Eastern clients

Kleinwort Benson Group's Contemplated Acquisition of BHF-Bank Progressing

RHJ International confirmed today that its wholly owned subsidiary Kleinwort Benson Group has secured the support of co-investors to finance the acquisition of BHF-Bank.

Walker Crips poaches investment managers from Ashcourt Rowan

Ashcourt Rowan moves investment management staff from its Savoy Investment Management subsidiary to stockbrokers Walker Crips.

Corporate Giving Continues To Grow In Dollars And Sophistication

First Look at 2011 Corporate Giving Finds Funding Returning to Pre-Recession Levels; Unparalleled Survey Reaches $100 Billion in Giving Data

Charities need to do more to develop female leaders

Despite the fact the voluntary sector is well ahead of the private sector, women are still under-represented at senior levels

Sprott set buy wealth management firm

The parties are planning to close the transaction in the third quarter of 2012.

Penton Media Launches WealthManagement.com

Site for 600,000 financial professionals is new digital home for RegisteredRep.com and TrustsandEstates.com

Merrill Lynch Wealth Management Launches National Advertising Campaign

Bank of America has announced a new Merrill Lynch Wealth Management advertising campaign.

Wealth and Asset Management