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

Billions in German Family Wealth Threatened by Tax Ruling

German business owners warned they may be forced to slash investments and even sell holdings if they lose a privilege that has saved them billions in taxes.

WH Ireland overhaul is ‘microcosm’ of what Brewin is doing

WH Ireland chief executive Richard Killingbeck has defended his company’s recent profit warning, saying 2014 was a year of investment for the business that will leave it stronger than ever.

Sanlam and Four merger receives FCA approval

The move will not affect existing investment teams or investment processes.

Are British actions accelerating self-determination thinking in the Overseas Territories?

The group, which is disparate in size, development levels, and location, includes the five Caribbean Overseas Territories: Anguilla, The British Virgin Islands, the Cayman Islands, Montserrat and the Turks and Caicos Islands.

Züricher Kantonalbank acquires Swisscanto in CHF360m deal

The bank confirmed in October that it was in talks with 23 other cantonal banks to buy their stakes in the company, which manages CHF53bn in assets.

High Net Worth Panel Launched

The first launch will be in the UK and is scheduled for the first week of January 2015, but RCR says it plans to add a new market every six to eight weeks. The firm says the product is 'the first independent

Walker Crips: Keeping advisory service open has powered growth

Kitchenham believes Walker Crips has been particularly successful in attracting advisers and investment managers due to its structure being more appealing compared with its peers.

Investec Move "Huge Vote of Confidence" for Guernsey on AIFMD

The island's financial services regulator has reported a total of 140 new funds during the 12 months to the end of September

Advisers back inheritance tax reform: OM Wealth

Research from Old Mutual Wealth has revealed adviser support for inheritance tax reform, with 44 per cent of advisers in favour of lifting the threshold to £1m.

BDO sees accelerated growth in Guernsey

Accountancy and business advisory firm BDO Limited has announced a year of steady growth in 2014 as its UK parent company and the BDO International network report accelerated growth and profitability for the last financial year.

Bermuda Business Development Agency targets business from London

The agency set up to drum up new business for Bermuda is to target London.

Canaccord Genuity fund experts in Citywire top 100

Three employees from Canaccord Genuity Wealth Management in the Channel Islands have been included in the Citywire Top 100 Fund Selectors list for 2014.

Schroders proposes charity fund merger

A vote on the matter will be called at an extraordinary general meeting of unitholders on the 14th of January.

Square Mile hits out at IMA for failing to defend active managers

At a Schroders conference in New York, Square Mile managing director Richard Romer-Lee claimed the trade body could be doing a lot more to back up stock-pickers.

The City's great and good can all learn from private banking

Private bankers are rebuilding their reputation after the financial crisis. The rest of the financial industry would do well to take notice of how they’re doing. Giulia Cambieri reports

Guernsey funds sector demonstrates stability over third quarter

Guernsey's financial services regulator has approved 42 new investment funds for the second quarter in succession, resulting in a total of 140 additions during the 12 months to the end of September.

Canaccord Genuity Wealth Management boosts Intermediary team in London

He joins from Charles Stanley, where he has spent 15 years in a variety of roles in London and Southampton

Guernsey Private Wealth Focus December 2014

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

Tax Battle in Germany Shakes Family Dynasties

In a case referred by the country’s highest tax-affairs court, Germany’s Constitutional Court will rule this month on whether the tax exemption is in line with the constitution.

Old Mutual: IFAs can increase retirement income by 49%

Advisers can help retirees increase their retirement income by nearly half, or 49%, according to Old Mutual Wealth.

Wealth and Asset Management