Managers of Wealth Offshore

Santander's £300 sweetener

Statistically you are more likely to get divorced than switch your bank account – but Santander aims to buck this trend.

Ways on how advisors could help clients achieve their charitable giving goals

In this two-part series on philanthropy, we will look at both sides of the coin–what advisors can and should do, and what they should not do or should consider turning over to a philanthropic consultant.

US air charter services firm's 2011 sales figures reach new high

This, coupled with full implementation of the Group’s financial cost controls and improved margins led to record breaking profit, all while delivering ongoing price reductions to our customers.”

US wealth boutique continues expansion strategy

Mitchell and Jessica Horst, formerly of Morgan Stanley Smith Barney, announced their move to WWM on Friday and will anchor the Las Vegas office, located in Green Valley.

Is wealth management moving toward servicing ultra-HNIs?

A study by Kotak Wealth Management and Crisil estimates that there are around 62,000 UHNIs in India as of 2010-11, which is poised to rise to 219,000 by 2015-16, reflecting a total net worth of Rs235 trillion.

Hedge fund manager donates $50m to Duke University

$30 million of the $50 million will go toward scholarships for U.S. students, while the remaining $20 million will fund international students.

It’s not easy being a hedge fund billionaire these days

With Obama again set to amp up the rhetoric today in Kansas, this episode is worth a look.

UBS acquires equity stake in Chi-X Global

The group that UBS joins comprises BofA Merrill Lynch, GETCO LLC, Goldman Sachs, Morgan Stanley, and Quantlab Group LP. Instinet Incorporated, a Nomura Group company, remains the largest equity holder through a subsidiary company.

Private banking industry is in ‘upheaval’ - UBS’s Zeltner

UBS told investors on Nov. 17 that it plans to increase the number of client advisers in its wealth unit outside the Americas to 4,700 from 4,252. Switzerland’s biggest bank adjusted its expectations for earnings and new assets as the economic slow

HSBC Wealth sees double-digit 2012 equity returns

Alec Letchfield, CIO of wealth management at HSBC Global Asset Management, also told the Reuters 2012 Investment Outlook Summit that he favored hedging tail risks stemming from the euro zone crisis via a diversified portfolio, skewed towards equities.

Bank for celebrities opens Atlanta office

Private banks provide dedicated banking, financial planning and investment services for affluent families and corporations.

Women and men define financial success similarly, achieve it differently

Sandy Cimoroni and Lee Bennett, Senior Vice President, TD Waterhouse Financial Planning, provide their insight on gender differences and views on achieving financial success.

Atlanta: Wealth management prospects down, but not out

The wealth of Atlanta comes from myriad sources, including homegrown giants such as The Coca-Cola Co., Cox Communications Inc., Newell Rubbermaid Inc., Delta Air Lines Inc. and Home Depot USA Inc., as well as from a burgeoning entrepreneurial community gr

Industry experts to share expertise at KL conference on Islamic wealth mgmt

The conference will explore key principles and avenues of Islamic wealth management, including Islamic wealth creation, accumulation, protection, distribution and purification in the wealth management cycle, the company said in a statement.

Wealthy investors abandoning hedge funds

In the six months to November, the rich shrank the hedge fund allocation of their total investments in alternatives from 58% to 35%. One in five plans to decrease their hedge fund allocation further in the next six months.

Thirteen Ways to Tax the Rich

In order for it to have impact, it must be further clarified, or else it will be misinterpreted by politicians pushing ideas which they will falsely claim would tax the rich - such as Republican presidential candidate Herman Cain's phony 9-9-9 plan,

Top private banks thriving in the tumult

Private banks, a distinct group within the wealth-management field, cater to the highest tiers of wealth, usually preferring customers with $20 million or more to invest.

Even the wealthy make bad money management decisions

These are smart people who believe in the division of labour and concentrating on doing whatever it is they do best to make the money in the first place.

Triad Advisors partners with wealth firm

The company's management team has more than 70 years of combined experience.

Three wealth managers win record amount on lottery

Brandon E. Lacoff, co-founder of Belpointe LLC, an $82 million wealth manager in Greenwich, Connecticut, and his colleagues Gregory Skidmore and Tim Davidson rode a black limousine into the lottery headquarters in Rocky Hill today to claim a $254 million

Wealth and Asset Management