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

French prosecutor seeks trial in HSBC Swiss bank tax-dodging case

A French prosecutor has requested that HSBC's Swiss private bank be sent to trial to answer charges over a suspected tax-dodging scheme for wealthy customers

SYZ strengthens its private banking business in Spain

N+1 SYZ, the Spanish private banking entity of the SYZ Group, is continuing its expansion in Spain with the strengthening of its private banking team in Madrid and the opening of an office in Zaragoza.

Enhance Celebrates Launch of New ‘TMPI Whitelist’

The Enhance Group, a leading provider of investment oversight services in the fiduciary sector, headquartered in Jersey and STEP announce a major new service development for the STEP Trustee Managed Portfolio Indices.

Increased offer for Ashcourt Rowan

This move by Towry brings an end to the uncertainty

AAM shortlisted for national awart recognising corporate commitment to the local community

Aberdeen Asset Management has reached the finals of the Better Society Awards which acknowledge excellence in environmental performance, sustainable investing, business ethics, transparency, support for non-profit organisations, and more.

Advisory firm launches dedicated divorce service

Westminster Wealth Management has launched a dedicated divorce service, with no charge for an initial consultation.

Private Wealth Focus March 2015 - Guernsey Finance

Here is a highlights review of recent Guernsey private wealth news and details of our upcoming events

WMA slams FCA's 'one size approach' to complaints handling

The Wealth Management Association has criticised the Financial Conduct Authority's recent review on complaints handling, warning the 'one size fits all' approach ignores the costs to wealth managers

IFAs call for financial fair play as providers build advice

Advisers have called on the Financial Conduct Authority (FCA) to ensure ‘financial fair play’ in the face of a growing threat from so-called vertically integrated firms

Fintech: Nutmeg changes the game in wealth management

The UK fintech start-up will manage your wealth for a small, transparent fee

Weekly Close Up - Close Brothers

Last week was relatively quiet for the financial markets as they hovered around their multi-year highs, uncertain as to what’s next.

US Broker swoops on one of London's Stock Exchange 's oldest companies

One of London Stock Exchange 's oldest companies is close to offloading its securities arm

Offshore trust company announces acquisition

The group has grown from 80 to over 300 employees and expanded across five jurisdictions, including the Isle of Man, Jersey, Guernsey, Malta and Hong Kong.

Luxembourg-Based Family Office Launches Peer -To - Peer Asset Manager

A Luxembourg-based family office has launched a new asset management firm this week in a bid to introduce institutional investors and families of wealth to the peer-to-peer (P2P) finance sector.

Here’s where the world’s ultra-rich are moving

The world’s ultra-rich are on the move

Walker Crips acquires London based investment and wealth manager

The Acquisition has received approval from the Financial Conduct Authority.

Swiss Wealth unit shuts down as volumes sink

The number of Swiss private banks fell to 139 at the end of 2013 from 182 in 2005.

Richard Leeson: Time to tackle the charges issue

Solutions must be found to the piling up of costs if clients are to be retained in a world of uncertain returns. Advisers have faced a number of challenges over recent years: reshaping their business models to a fee/trail model, reviewing their investmen

Coutts hires Credit Suisse banker for new ultra high net worth role

Coutts Private Office has announced the appointment of Alison Bishop as a Senior Wealth Manager, Executive Director.

Fisher Investments UK is Recognized as Wealth Manager of the Year

The award is part of the organizations inaugural International Financial Awards, announced March 5, 2015

Wealth and Asset Management