Managers of Wealth Offshore

Ingenious Asset Management launches new charities sector service

Ingenious Asset Management (IAM), has launched a charity service to provide multi-asset investment management for charities and similar bodies in the UK.

Raymond James Closes Morgan Keegan Acquisition

Raymond James Financial announced today that it has completed its acquisition of Morgan Keegan, creating one of the country’s largest full-service wealth management and capital markets firms not headquartered on Wall Street.

Schroder's Robinson plans growth on multiple fronts

Schroder Private Banking is operating a multi-faceted growth strategy as it looks to build its advisory business and expand its service offering.

Morocco's royal family holding's net surges 50 pct

Through SNI, the Alaouite dynasty - that has been ruling Morocco for close to four centuries - is the biggest private stakeholder in the local economy.

RBC Wealth Management Wants You

The broker wars of 2012 are heating up as a foreign invader tries to crack the U.S., Asian, British and Latin American markets.

Wells Fargo combining wealth-management units

Wells Fargo officially launched its Abbot Downing brand today to serve ultra high net worth clients, their foundations and endowments.

UBS Investment Bank Still Key, But Focus Moves To Clients

The hiring of Andrea Orcel last week underlines the bank's commitment to grab more market share in the business of advising clients on mergers and acquisitions and other deals, Naratil told investors at a banking conference in London.

Canada lags on fiduciary duty, fee transparency

As returns dwindle and financial markets lurch from crisis to crisis, more investors are focusing on how much they are paying for financial advice and products that aren't living up to expectations.

Generations X & Y: You’re a product of your experiences - Ameriprise

According to the Money Across Generations II SM study, this hasn't necessarily prompted the adult children of boomers (predominantly members of Gen X and Gen Y) to feel any more confident about their financial future than their parents - but maybe

Wirehouses Lose Top Spot in High-Net-Worth Market for First Time

While the high-net-worth market share of wirehouses slipped to 45% from a peak of 56% in 2007, and is projected to fall to 42% by 2014, both of the industry segments with which wirehouses compete in this space—traditional private client groups and m

New silk route to Singapore

Every year, hundreds of Chinese private bankers gather in Hongqiao, a nondescript corner of smog-shrouded Shanghai, to learn the basics of wealth management.

CIBC's Wealth Unit Aims For More Institutional, Banking Clients

The Canadian Imperial Bank of Commerce's wealth-management unit is looking to lure more institutional clients and sell more wealth-management products to retail-banking customers to bolster earnings over the next five years.

Lifestyle secondary for increasing numbers of expats

British expats are now more likely to move abroad primarily for career progression and challenges – with lifestyle as a secondary factor.

WH Ireland doubles office count in regional drive ‎

WH Ireland is to rebrand nine of Pritchard Stockbrokers’ offices and open another office in Lymington, Hampshire, in a move that will double its regional presence.

Top 8 Trends for Asset Managers in 2012: Cerulli

So what’s the biggest take-away for asset managers in the wealth management space?

SocGen slashes CEO bonus

Oudea's bonus slid to 682,770 euros ($909,900) from 1.2 million the year before, SocGen, France's No. 2 lender, said in a regulatory filing.

Investing in the art market

In the last couple of years, the art market has been enjoying a revival as investors begin to realise the importance of art as an alternative investment to diffuse risk

Merrill, Morgan Stanley seen losing grip on rich

The companies together had $2.1 trillion in assets from clients with at least $5 million to invest.

UBS winning US race for top brokers, but at what cost?

That strategy has drawn at least 48 brokers with more than $6 billion in client assets under management since January, based on moves of top brokers tracked by Reuters, far more than the other top US brokerages.

Pursuit of real estate by rich lifting up Hong Kong prices

It found that the prices of high-end properties in Hong Kong have increased at a 60 percent compound annual rate since 2009.

Wealth and Asset Management