Managers of Wealth Offshore

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

Merger between Clariden Leu and Credit Suisse is done‎

The legal merger between Clariden Leu AG and Credit Suisse AG is complete as of today.

Generali targets HNW in the UK

In one of the boldest moves by an offshore life company in recent years, Generali PanEurope this month will formally begin to target the UK high-net-worth and UHNWI market with a flagship portfolio product and wealth structuring services

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.

Wealth and Asset Management