Managers of Wealth Offshore

Former head of E*TRADE Wealth Management launches RIA firm ‎

The firm has $1.3 billion of assets under discretionary management.

Credit Suisse private banking profit drops

Credit Suisse Group reports 2011 net income attributable to shareholders of CHF 1,953 million, Core Results pre-tax income of CHF 2,749 million, return on equity of 6.0%, underlying return on equity of 7.3%

BNY Mellon announced as new Boat Race Title partner

Over 300,000 people watch the Race from the riverside and the event is shown live on BBC TV as well as being transmitted to over 200 countries around the world.

Former Merrill Lynch banker to promote Qatar as rival to the City

Famed for his "little black book" of City contacts, was also appointed one of David Cameron's ambassadors last year and advised the Mayor of London on measures the City should take to remain globally competitive.

Brown Advisory Wins Award for Best Performance by a Private Wealth Manager over $5BN

Brown Advisory was selected as the winner among six companies nominated by an independent panel of industry experts.

Genworth Financial Wealth Management Upgrades Advisor Platform

Next-Generation eWealthManager Site Brings Enhancements To Better Manage, Grow Business

America's 10 most generous benefactors

Wealthy Americans are giving more to charity as the economy improves, research shows. Here's a list of the top 10 donors

Vertem Asset Management judged one of best in the UK

Investment news and data specialist Citywire, has named the Collingwood Street firm in its Top Ten Wealth Manager profiles of the year for 2011.

Julius Baer expects to deliver client data in U.S. probe

Swiss private bank Julius Baer said on Monday it expects to have to hand over client data as part of a U.S. tax investigation into wealthy Americans who stashed their money in Swiss banks to avoid paying taxes.

City's bars and retailers gear up for the annual bonus extravaganza

Rewards may be down and sentiment against them, but bankers will still be flaunting the cash

UBS wealth management inflows, profits up in 2011

For the full year, wealth management pre-tax profits rose 16 per cent year-on-year in wealth management to SFr2.7 billion

UBS says unit head Kengeter will forgo 2011 bonus

UBS is accepting his decision

The rich lose a little faith in their wealth managers

The satisfaction levels of high new worth individuals (HNWIs) with their main contacts at UK wealth managers has fallen this year, with a decline in those saying they are 'very satisfied' with the service received.

Swiss banks to police clients' overseas taxation

In future, Swiss banks may require their overseas customers to provide proof that any funds held in Swiss accounts have been taxed correctly in the client’s country of tax domicile.

Coutts hosts 'Women in Philanthropy Forum'

On Friday, over 60 philanthropists came together at Coutts’ head office to discuss and explore the important role that philanthropy can play in supporting women and girls in the UK and internationally.

Old Mutual Sells Off Another US Biz

Dwight is expected to become a wholly-owned subsidiary of GSAM in the second quarter of 2012.

The rich Indian deconstructed

In the world of the rich, money is a subject fit for discussion any time anywhere.

Swiss private bank to expand private-client business in Gulf

The bank is currently focused on four major geographical areas: Switzerland, Russia, China and the Middle East

UBS makes a meal out of ethics at a client lunch

On its menu the bank claimed the food on offer was as ethically sound and tasty as their business practices

Fairbairn Private Bank retains 'Three Star Status' in Best Companies Accreditation

Out of 1,082 organisations that entered the accreditation, Fairbairn Private Bank became one of only 113 organisations across the entire UK to receive the three star accolade, which reflects extraordinary workplace and workforce support and development.

Wealth and Asset Management