Managers of Wealth Offshore

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

RDR could force wealth management shakeout

A key aspect of RDR will be the eradication of commissions paid by product providers to wealth advisers, a widespread practice.

Bermuda-based lender reports healthy Q3 results

Interest income increased to $11.40 million from $4.15 million in 2010. This increase was driven by the reallocation of a portion of the bank’s balance sheet out of cash products and into a diversified portfolio of higher yielding securities.

Credit Suisse Moves U.S. Offshore Wealth Management to Onshore

Ten advisers will be affected by the changes at the Swiss based-unit, Credit Suisse said, without being more specific.

STEP establishes Private Banking & Wealth Management Group

The working group has the support of advisory firms and private banks keen to ensure that the value of private wealth is better understood in Westminster circles.

Clients encourage to remain calm amid market volatility - survey

The study also stated that clients exercise better due diligence in looking for the right money manager

Bank of Valletta forms alliance with global wealth firm

The partnership will allow BOV's clients to have wider access to proprietary funds

Berkeley Has Bay Area's Largest Wealth Gap, Say Numbers

Top private bank named Gold Sponsor at key fund-raising event

The event, which was held on October 17th 2011, featured a gala dinner, a silent auction and was attended by a number of distinguished guests and a select gathering of social figures.

SG Private Wealth arranges financing for Delta project

“Their alliances with over 75 Private Banks, Finance Companies and Private Equity firms, including over a dozen mega-yacht lenders worldwide, gives those looking to finance their Delta vessel a valuable and discreet option.”