Managers of Wealth Offshore

Major product changes ahead for planners

Product providers are reassessing their offerings to the independent adviser market, according to ANZ Wealth, with new strategies under development to address massive issues.

Australia’s Richest Query Private Equity Morals

It’s rare that questions of honor are raised in the buyout industry. But according to Tom Murphy, who manages investments for as many as 40 of Australia’s richest families, it’s time they were.

FSA fines UK private bank £8.75

The FSA identified deficiencies in nearly three quarters of the PEP and high risk customer files reviewed.

Barclays Targeting Super-Rich in Middle East, Africa, Russia

Barclays Plc (BARC) is targeting millionaires in emerging markets and squeezing more revenue from super-rich clients with at least 50 million pounds ($79.3 million) of investable assets.

Aberdeen assets soar £10.5bn in two months‎

Aberdeen says the latest figures reflect “the continuing theme” of flows into higher margin products across the business.

Private Investors Have More Confidence in the Stock Market-Research

According to the research, many investors think stocks are good value after a period of weakness and are starting to invest once again.

UBS grabs Merrill rainmaker to head investment bank

"It's a great hire. He is a relationship man, not a manager and (UBS's chief executive Sergio) Ermotti knows him well", said a top UBS banker in London.

Value for money? private client satisfaction falls

Concerns over whether wealth managers are delivering value for money drove client satisfaction lower in 2011, according to consultants MDRC.

Philanthropy tax: Charities enraged as Chancellor targets big donations

Rich philanthropists will be deterred from making large donations to charities following a change to tax relief rules, the Government was warned last night.

30% Club renews efforts to get women on UK boards

The 30 per cent Club Investor Group is stepping up its commitment to get more women on the boards of UK companies.

The Focus of Corporate Philanthropy

It’s not surprising that CEOs and other decision makers would want to promote these issues. The skeptics can say that this is self-serving and benefits business.

48pc of Americans pessimistic about financial markets - survey

Bleak Outlook Creates Investor InertiaThe survey, conducted between February 9 and 12 of this year, found that worries about the markets and the economy are leading investors to delay making investing or planning decisions.

Braveheart snaps up Yorkshire fund manager‎

Braveheart said the deal consolidates its position in Yorkshire.

Mirabaud launches private banking solutions for professionals in sports and culture

The decision to set up a new business unit specialised in meeting the needs of professionals in sports and culture is predicated on the unique characteristics of this group, whose earnings potential is restricted to a short period of time.

Recovery shifts up a gear, but bumps in the road lie ahead -Coutts & Co

The market rally is likely to grind higher on mounting evidence that the US is reasserting itself as an engine of world economic growth. Indeed, the world has moved closer towards the upper end of our base-case economic scenario. But while the rally is wa

Wealth and Asset Management