Managers of Wealth Offshore

AFH Group buys Nottingham IFA in £900k deal‎

Arden, established in 1994, provides services to high net worth individuals and small to medium sized enterprises throughout the UK and Europe.

Wealth Management Boutique supports Championship Driver

As part of the new arrangement, the business will become a key sponsor as Daniel looks forward to a successful season in 2012.

Private client portfolios bounce back after 2011 rollercoaster

According to the latest estimates from Asset Risk Consultants (ARC), Sterling Cautious, Sterling Balanced Asset, Sterling Steady Growth and Sterling Equity Risk private client indices (PCI) all ended quarter one in positive territory.

David Cameron signals rethink over tax relief cap on philanthropy

At launch of Big Society Capital fund, prime minister pledges to listen to charities' concerns over budget measure

Singapore Cuts Options for Wealthy Seeking Permanent Stay

Singapore will end a program that allows wealthy individuals to gain permanent residence quicker by putting money in the island, after an influx of foreigners in recent years spurred property prices and fueled voter anger.

Heirs to Old Money Plunge Into Tech

The old money crowd has found the new, new thing.

What type of UAE expat are you?

A new survey documenting the changing face of expatriate life has identified five different types of modern British expat.

UBS Sees Fixed-Income Pickup as Bank Hones Super-Rich Strategy

UBS said a unit that helps the biggest Swiss bank target millionaires reported an increase in client trading this year as fixed-income sales jumped.

Coutts’ AIG clients face further compensation delays

Coutts’ clients who saw their money locked up in the AIG Enhanced Variable Rate fund when the credit crisis hit, face a further eight-week wait to hear if they will receive compensation.

Veteran Merrill Lynch adviser goes independent

Pritchard left the brokerage, now owned by Bank of America Corp, in late March to set up his own practice with Concert Wealth Management, a start-up firm that works with independent advisers. He managed $100 million in client assets at Merrill.

The Presidio Group Launches Private Endowment Practice

Former University of Chicago, Princeton Executive Peter Stein to Lead Effort

Family of military hero locked in battle over sale of treasures

Auction halted by legal fight over war artefacts collected by the Duke of Wellington's trusted aide

France reviews trust approach

Trusts have always been viewed suspiciously by the French authorities. New legislation imposes draconian reporting obligations where any of the settlors, trustees or beneficiaries are French resident.

UBS Must Retain Investment Bank, Zeltner Tells Finanz

UBS AG (UBSN) must retain a global investment bank alongside its worldwide asset management business, Juerg Zeltner, head of wealth management at the bank, told Finanz & Wirtschaft.

BMO Harris Private Banking Named Best Private Bank in Canada

- Global Banking and Finance Review awards BMO for second consecutive year - Award honours quality, performance and banking ability of staff

UBS Pays Brokers Top Dollar To Join Wealth Management Unit

UBS has reportedly added nearly 50 reputed U.S. brokers to its payroll over this quarter – almost completely on the back of hefty signing bonuses. [1] The move looks in-line with the Swiss bank’s strategy of growing its wealth management busin

Bonham Carter gifts £620k to charity

Edward Bonham Carter has become the second major figure at Jupiter to make a significant share donation to charity.

Lawsuits test UBS advice on offshore bank accounts

Tax lawyers describe the suits, emerging from a crackdown by federal authorities on Swiss banks, as the first of their kind in the United States to assert that Swiss bankers made improper assertions to their U.S. clients about the tax implications of thei

Why China's Rich and Russia's Rich Share Many Traits

While in terms of their current geopolitical interests, histories and cultures, Russia and China are vastly different, their super-rich share many common traits.

Citi's Duttagupta on Asian Wealth, Investor

The number of Asians with at least $100 million in disposable assets overtook North America’s tally for the first time as the world’s “economic center of gravity” continued moving east, Citi said today in the report published in pa

Wealth and Asset Management