Managers of Wealth

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

Swiss bank seals deal to buy asset manager Swisscanto

"The takeover is simply a quantum leap which, in a short time, allows us to implement our strategy more quickly," Martin Scholl told Reuters on the sidelines of a news conference to present the deal.

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.

Salamanca appoints new head of trust team

Watson previously managed personal tax matters for high net-worth individuals within UK accounting firms, before moving to Geneva where she took on senior roles for independent trust companies.

UBS Boosts Payout for Advisor Business Growth in 2015

Qualifications for the award also expanded to include revenue earned from advisory, insurance lending and planning fees.

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.

Wirehouse Demise Exaggerated - Sallie Krawcheck

Reports of the wirehouses' demise have been greatly exaggerated.

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.

Canadian banks see clearing skies after Caribbean storms

There are opportunities for growth in that market for sure

Swiss private bank continues Asian expansion

The rapid growth of Asia’s super rich has made the region a prime target for the industry since the global financial crisis but many banks have struggled to produce profits in the face of rising regulatory costs, particularly around money laundering

Coutts & Co fined in Singapore for conducting business via unregulated representative

Coutts & Co’s Singapore operation has been subject to a $30,000 administrative penalty for contravening rules set forth by the Securities and Investments Act relating to unregulated representatives

A Shake-Up as the Financial World Infiltrates Philanthropy

Donor-advised funds run by huge money-management firms are exploding.

Guernsey Private Wealth Focus December 2014

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

Israeli Swiss bank tax evasion investigation widens

Right, but that still doesn't make them criminals

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.

Telepresence And The Family Office

It’s clear, for example, that many are actively evaluating the opportunities and benefits that will be possible with advances in cognitive computing.

Under pressure Swiss banks eye Chinese wealth

Switzerland's banking sector, facing the end of the secrecy that was once the bedrock of its business, is turning to China as it seeks new markets for the future.

UBS wants 'super-teams' to draw more assets from the very wealthy

To compete with private banks and legions of other firms jockeying for money from the super-wealthy, brokerage firms tell advisers to work more intensely with the rich

Finance heavyweights set up HNW business

Former MLC chief executive and former JBWere chief executive have launched a new private wealth management firm, Koda Capital.

Zurich-based wealth manager to Run Asset Management Arm as Separate Entity

A Zurich-based bank and wealth manager, plans to operate its asset-management arm as an independent legal entity.

Wealth and Asset Management