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

Quilter Cheviot Is Preferred DFM For Advisers ... Thank You

We are delighted to have been chosen as the financial advisor community’s most preferred discretionary fund manager.

Wealth management firms told to target social media as they face fintech challenge

Capgemini, which surveyed more than 5,000 high-net-worths and around 800 wealth managers and financial advisers, suggests firms need to “take bold steps to overcome resistance to change.

Vistra News Bulletin - June 2016

We also look at the new tax treaties which three of our jurisdictions, Mauritius, Cyprus, and India, have been involved in.

Mark Smallwood: «It Is Simply Too Expensive to Die»

It is a significant mistake to try and be all things to all men, or women, Deutsche Bank's Mark Smallwood reveals in an exclusive interview with finews.asia.

Immediate actions seem to be the key for Deutsche Bank as overhaul in wealth management continues

Investment banking activities have declined over the past year as revenues decline leading to severe cost cuts in the sector.

European Wealth saw sharp rise in funds under management in 2015

The changes to the remuneration structure of the financial planning industry have continued to have an impact on the nature of the revenue generated by this division.

Societe Generale Private Banking announces the winners of the 2016 “Campden European Families In Business Awards

Societe Generale Private Banking accompanies many of Europe’s leading family businesses through key moments in their personal and professional careers

European Wealth reports loss of £1m

The business blamed costs associated with the three acquisitions it made last year plus lower than expected trading volumes.

Credit Suisse Geneva Banker Said to Send Client Funds to Wife

A second transfer of $2 million was made three years later into the account of a Dubai firm that he controlled, the people said.

Guernsey-headquartered discretionary fund management company acquire Coram Asset Management in the UK

‘Martin Gray’s influence at Coram Asset Management as a co-founder, fund manager and shareholder was significant and his passing marked an inflection point in our business model which led us to explore a number of options available to us,&rsqu

Mattioli launches business property inheritance tax service

Business property relief is one of the principle carve-outs in inheritance tax, reducing the recognised value of certain transfers by either 50% or 100%.

Old Mutual shortlists four buyout funds for Italian wealth unit deal

Old Mutual and all the private equity bidders declined to comment.

The 45 most highly paid people at Goldman Sachs and J.P. Morgan in London

These are their top 45 names in London – not all of whom you will be familiar with.

Weekly Investment Update - Coutts

Mary Haly, Senior Portfolio Manager, Coutts, discusses Central Bank policy and how we give give our clients exposure to alternatvie investments such as Infrastructure.

RBS planning to cut 900 jobs to reduce costs

More cuts are expected to be announced in the coming months, the sources said.

MitonOptimal acquires Coram AM

The company has close to half a billion pounds in assets under management and the balance sheet strength that allows Coram to implement its strategy at a pace that exceeds original expectations.

Alexander Beard partners with French wealth management firm

KMH founder partners, Nicolas Medan and Guillaume Hublot, said: “KMH has expanded considerably over the last few years primarily through three acquisitions and the creation of a Swiss entity based in Geneva.

Meet the Investment Influencers: City Financial's Peter Toogood

He was responsible for the management of traditional and alternative multi-asset funds, with assets at their peak in excess of £1.5bn.

The Queen's 90th - an opportunity to celebrate our charities...by Penny Lovell

It was also very special to see the Birthday Honours list and in particular to note the CBE awarded to Alison Hutchinson, Chief Executive of Pennies, for services to the Economy and Charities.

The future of International Finance Centres by James Quarmby, Partner – Stephenson Harwood

My main message was that the international finance industry faces many new challenges in the light of the Panama Papers and assorted initiatives from the OECD, the EU and the G8/G20.

Wealth and Asset Management