Managers of Wealth Offshore

2012 Futurewealth Report: A Customer Revolution

Pioneering Survey of 3,300 HNWs Concludes Redefining the Wealth Management Customer Journey Is Now Critical to Success

RBI sets pay guidelines for private, foreign bank execs

The RBI said “perverse incentives” have “amplified the excessive risk taking that severely threatened the global financial system”.

Kleinwort Benson shuts down Scottish operations

The head of the Edinburgh operation is leaving the business and will not be replaced.

Billionaire purchases 60pc stake in Soho House - report

The private members’ club chain was valued at about 250 million pounds ($382 million), the newspaper reported, without saying where it got the information.

Asset Allocated Passives pass through £1billion

Back in 2008 Seven Investment Management (7IM) launched its groundbreaking range of AAP (Asset Allocated Passives) funds.

CISX reports significant increase in listings in 2011 compared to 2010

The predominant type of security listed in 2011 was specialist debt and within that category, Special Purpose Vehicles (SPVs) represented 58% of securities listed, with the majority domiciled either in the UK or Jersey. The total number of securities admi

Fidelity rolls out iPad app for RIAs, family offices

RIAs and family office advisors who download it from Apple’s App Store can customize their preferences to view clients’ accounts and orders, access stock quotes and analysis and view and filter alerts before or during client visits on their iP

Coutts 2012 top five potential positive and negative economic surprises

There are many events that could surprise investors in the year ahead. Here, we present our top five possible positive and negative surprises for the global economy.

Miners see gold price hitting $2,000 this year

Gold will soar to $2,000 (£1,300) an ounce this year, according to industry insiders.

JPMorgan profit falls, but sees hope in economy

Chief Executive Jamie Dimon said the largest U.S. bank by assets was seeing signs of improvement in loan demand and credit quality as the economy recovers.

Sabadell United moving wealth management operations to Miami

No jobs will be lost in the move. The Sabadell Bank & Trust division in Miami is led by Orlando Roche, who previously managed the Miami office for Palm Beach-based Lydian.

DBS in SWF tie-up for private banking product

Temasek Holdings Pte, Singapore’s state-owned investment company, is the bank’s biggest shareholder with a 27 percent stake, according to data compiled by Bloomberg.

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.

Wealth and Asset Management