Managers of Wealth Offshore

WH Ireland set to go on front foot with regional push

WH Ireland is looking to market itself regionally as the firm continues to try and turn its fortunes around.

Mining to boost Perth's ultra-wealthy population

Figures from research company Wealth-X show Perth is currently home to the fourth-highest concentration of ultra-wealthy in Australia, behind Sydney, Melbourne and Brisbane.

Arbuthnot expects to post £5m profit

In a pre-close statement issued to the stock exchange this morning (10 January), Arbuthnot bosses said overall 2011 had been a successful year for the banking group.

British wealth firm's assets grew through 2011

Total funds under management at the end of 2011 stood at £15.8bn, up 1.4 per cent over the year.

Rothschild leads the way in weak restructuring market

The total value of completed deals in the EMEA region hit $101.4bn (£65.5m), down 40.4 per cent on 2010, Thomson Reuters data shows.

Regulation fears kill off top lender's plans for JV

Arbuthnot announced plans in July for a JV through Secure Trust Bank (STB), its listed subsidiary in which it retains a 75 per cent stake, as well as an unnamed partner.

US wealth advisory group expands in New York

The move marks the firm's second expansion in New York, and signals its emergence as a significant force in the country's largest and wealthiest city. In May 2011, Fieldpoint Private announced its acquisition of Analytic Asset Management, a Manh

FolioDynamix continues innovation in wealth mgmt technology

The new release features enhanced business process management workflows, wealth monitoring and management dashboards, and complete integration to the FDx Connect model exchange hub for seamless access to research and third-party money managers.

Envestnet adds to its liquid alternatives program

Envestnet's Liquid Alternatives Program is designed to help advisors identify high-performing liquid alternative strategies, including exchange-traded funds (ETFs), while providing guidance in utilizing these portfolios.

Bordier Private Bank Client Assets Climb 5%

The Geneva-based bank aims to increase client assets at its Singapore office to 1 billion francs from 400 million francs, the Swiss newspaper reported.

Brooks Macdonald Goes To Bat For Middlesex Cricket Club

Brooks Macdonald has become the new lead sponsor of Middlesex County Cricket Club for the next three years.

Barclays Wealth commits to Scottish market with refurbished Edinburgh office

Scotland's first minister Alex Salmond has unveiled Barclays Wealth's new Edinburgh office as the firm continues on its pursuit to become one of the five biggest private banks in the world by 2015.

Raymond James boosts wealth management business with acquisition

The combined businesses of Raymond James and Morgan Keegan will create one of the country’s largest full-service wealth management and investment banking firms not headquartered on Wall Street.

Hedge funds suffer in 2011, says HSBC Private Bank

Paulson was forced to apologise to his investors in November for his worst performance in 17 years.

Should the 50p tax rate be abolished?

The Liberal Democrats are insistent that it should not be abolished just to benefit the rich. Should the government go ahead?

Rathbone's Coombs: 'Cosy' investment trusts not independent enough

Coombs (pictured), a former Wealth Manager cover star, accepts that dealing with this issue is a delicate affair given the dealing restrictions involved, but views it as a crucial one to address.

Cheviot hits £100m landmark in Liverpool

The company’s first office outside London opened six months ago, and the firm said it had established eight strategic partnerships with IFAs based in the north west.

Sallie Krawcheck And Molly Ashby On Leadership, Wall Street, And Navigating Career Change

Krawcheck instead pursued the corporate track, earning the badge as one of the most powerful women on Wall Street.

Two firms unite to form one of biggest CPA-based wealth managers

According to the company, EB Wipfli will be one of the top 15 accounting firms in the nation with more than $314 million in combined annual revenue and more than 70,000 clients.

Genworth sells tax and accounting advisor unit

With the sale of GFIS, Genworth will focus on its core turnkey asset management businesses within Genworth Financial Wealth Management.

Wealth and Asset Management