- Managers of Wealth - Europe - Wealth, private banking and asset management news and opinion

SJP victorious in unsuitable advice claim

He claimed the schemes failed to be as effective in mitigating these liabilities as he had been led to believe by SJP advisers.

How to pass on wealth to the next generation and beat inheritance tax by encouraging them to invest

More people are choosing to pass on their wealth while they are still alive and can see their loved ones benefit - and to take advantage of the seven-year rule that can keep it free of inheritance tax.

DeVere’s UK profits hit by regulatory investigation

Significant costs push annual losses up 30%

Set Sail Trust Brings Butterfield Bank On Board

The charity’s work helps to make these privileges accessible to the widest possible audience, and it is always wonderful to witness the children’s enjoyment of the water and our coastline.

PraxisIFM expands corporate offering

The acquisition also gives us a presence in the Isle of Man, expanding our global reach further.

Rich Russians Start Family Offices as Heirs Lie in Wait

Now they face pressure to cede some control as they prepare for a transfer to the next generation and executives running their businesses push them to professionalize the management of their wealth.

Geneva boutique launches education strategy

Sofiane Zaiem will manage the strategy, together with a research team.

AFH Completes Tenth Deal Of Current Financial Year

The purchase adds £80m to AFH's funds under management.

Vistra Completes Acquisition of Corporate Services Business from Deutsche Bank

Operating in the United Kingdom, Ireland, Luxembourg, the Netherlands, Jersey, Mauritius, Cayman Islands and the US, the business employs 139 staff globally, with existing Vistra offices combining with the teams in these jurisdictions.

Credit Suisse Is Splitting Its Main Wealth Unit Into 7 Regions

An announcement about the split, dubbed “Project Momentum,” could come as early as this week, the people said.

Apex and Genstar buy hedge fund administrator

The acquisition adds a further $24 billion in assets under administration to the Group's portfolio and is a strong strategic and cultural fit given its independent business model and focus on delivering a personal approach customer service.

Astorg-backed group, SGG’s acquisition of First Names Group

Jersey-based First Names Group provides private client, corporate, and fund services.

Can UK agencies deal with unexplained wealth orders?

‘What’s a trust?’ asks one investigator

Hargreaves duo share bumper £81m payout

Hargreaves banked £61m, while Lansdown, 65, who has 51.6m shares, received £20m.

Was GAM right to block investors taking money out of its funds?

So-called ‘redemption gates’ act as a safety measure, but they can they damage relationships with clients

Mixed-sex teams show best return as asset managers

The mixed teams also produced 4.3 per cent bigger gains for clients over three years than teams made up of just women, the study showed.

Big UK banks wade back into wealth management

Sector hunts for areas of growth after years of restructuring and regulatory issues

JTC A Finalist Again at Industry-Leading STEP Awards

JTC’s commitment to the development and education of its employees was also exemplified in May when we were accredited by STEP as a Gold Employer Partner in ten jurisdictions.

Trust firm shortlisted for Citywealth awards

The winners will be announced at a ceremony in London on the 23rd January 2019.

Wealth manager to add £350m after founding CEO’s exit

Factors behind UK advice firm chief’s departure, his legacy and the company’s plans without him

Wealth and Asset Management