Managers of Wealth Offshore

Stifel Global Wealth Management division reports strong first-quarter

Stifel Financial Corp.'s first quarter profit increased 11 percent in the first quarter.

Wealth chiefs demand greater FSCS levy transparency

Wealth management chiefs have hit out at the lack of transparency over how the Financial Services Compensation Scheme arrived at its £265 million levy for 2012 and 2013.

Axa Wealth teams up with Ashcourt Rowan ‎

Ashcourt Rowan has made its discretionary fund management services available on Axa Wealth’s Elevate platform.

Fidelity launches new products for HNW's

Fidelity Investments Canada ULC today announced the launch of three new investment solutions, spanning fixed income, capital yield and Canadian equity categories.

Shipman Financial acquires rival IFA‎

The latest deal was prompted by the retirement of co-founder John Pratt

AFH launches wealth management venture ‎

The JV enables AFH to access the influential South Wales market and grow the new brand quickly and efficiently.

Philanthropy: Rich seek better guidance on how to give away cash

In less than a decade, philanthropy offices have become an integral part of the world’s largest private banks and wealth management providers.

Private investment banking overshadows asset management

That is the view of Francesco de Ferrari, Asia-Pacific head of private banking for Credit Suisse, who is faced with tripling the size of the business in a testing climate and a competitive landscape.

Warren Buffett Calls for 90% Billionaire Wealth Tax (Satire)

Buffett and Munger have avoided paying taxes by keeping much of their wealth tied up in unsold Berkshire Hathaway shares that have risen in value and made them wealthy men.

Moscow Is The Home For The Super Rich?

What makes this even more astonishing is that there will be even more billionaires living in Russia in the very near future. Last year, there were only 32 billionaires and 62 almost-billionaires.

Oppenheim expands asset management team

As Dr Wolfgang Leoni, member of Sal. Oppenheim's Executive Board and Chief Investment Officer responsible for the bank's investment strategy, explained, “These two experienced experts represent a logical development of our integrated asset

Asia's superrich build their own art museums

Wang and billionaire investor Liu are part of a new generation of wealthy Asians that is better known for splashing out on extravagant toys

Independent financial advisers trusted by UK millionaires

The results of the latest millionaire monitor survey show that a third of those surveyed would trust a financial adviser to handle their money, give them good advice and help them meet their financial goals.

Give to charity at a cash machine

People will be able to make charitable donations at the same time as withdrawing money from thousands of cash machines across the UK from this summer.

Blockbuster bank deals thing of the past, RBC head says

The days of the blockbuster deal in the banking sector are over.

Perspective Financial Group acquires Ad Valorem Wealth Management

“Both are profitable and successful firms that have owner-managers who wish to utilise the significant support of the group and our other offices to continue growing their individual offerings.”

Shareholders have executive pay in their sights

Is the current wave of FTSE 100 shareholder revolts evidence of a wider shift in investors' attitudes to high pay?

The changing face of Indian HNI

This is also corroborated by Swiss private banking group Julius Baer who projects India’s HNI population to more than double to 4,03,000 by 2015. It is clear that there will be several “wealth management teams” that will salivate at this

EverBank unveils wealth company

The institutional-level approach also connects individual investors to a wider variety of sophisticated products and investment opportunities.

Managers advised to downshift their focus to ‘core millionaires’

The report says that – to capture pre-financial crisis levels – private banks need to expand their focus beyond the ultra-wealthy clients to serve so-called “core millionaires”, who are expected to generate 80 per cent of net new r

Wealth and Asset Management