10/05/2020
Coutts Further Drivers Down Costs for Clients with new Platform Tariff
The new tariff will be one of the lowest for an investment platform in the UK marketplace.
Wealth and Asset Management
10/05/2020
What’s the number one priority of the Great Wealth Transfer for millennials?
Other main priorities included purchasing property, increasing investments to make a sustainable impact and committing to good causes.
10/05/2020
FSCS defends levy as 64% of advisers say they don't trust it
Advice and wealth management trade association Pimfa has conducted a major new survey of wealth bosses, and the results are not happy reading for the FSCS.
10/05/2020
BNP Paribas and Allfunds agree fund distribution deal
BNP Paribas Securities Services and BNP Paribas Asset Management now hold together a 22.5 percent strategic stake in Allfunds.
10/05/2020
Cantonal bank buys stake in venture capital real estate firm
The cantonal bank will join Avobis, Hypothekarbank Lenzburg and Gebäudeversicherung Bern as a partner.
10/05/2020
Quintet Private Bank opens for business in Denmark
Quintet Danmark, based in Copenhagen, to meet long-term wealth management needs of Danish individuals and families Follows May 2020 launch of Quintet Switerland, underscoring firm’s significant 
growth ambitions
10/05/2020
GAM Holding with best result for a financial services provider in Inrate's zRating Corporate Governance Study
The maximum achievable score across all four categories is 100 points.
10/04/2020
Vienna financial advisors take stock in themselves as North Bend Wealth
The two reported having served approximately $225 million in advisory, brokerage and retirement plan assets.
10/02/2020
Intesa to Buy Swiss Bank
The move makes sense for Intesa, which has tried to break into Swiss wealth management recently, including by buying Morval, another Genevan wealth manager, last year.
10/02/2020
M&G Wealth Management's Montgomery: Our model is primed for future growth
'We feel we can continue to grow in the future'
10/02/2020
Zwei Wealth launches Romandy subsidiary and plans hires
‘Geneva as a financial center and western Switzerland as a region form an important pillar for the expansion of ZWEI Wealth,’ said Patrick Müller, the CEO of ZWEI Wealth.
10/02/2020
Van Lanschot Kempen Art Prize awarded to Ellen Gallagher
Her work also features in the permanent collections of many major museums
10/02/2020
Ogier advises Carlyle Group in connection with £91 million take-private acquisition of Harwood Wealth Management Group
The transaction involved advice on a number complex corporate and regulatory issues.
10/02/2020
Mere 18% would use adviser recommended by relative
Quilter's research found adults who had worked with a financial adviser on inheritance plans were more likely to successfully refer relatives for new business.
10/01/2020
Schroder UK Public Private Trust plc: Half Year Report
Schroder UK Public Private Trust plc has released its Half Year Report for the period ended 30 June 2020.
10/01/2020
Women are still being held back in fund management, says GAM Investments
Figures from Morningstar show that at the end 0f 2020 14% of fund managers were women, the same percentage as in 2000.
10/01/2020
IQ-EQ shortlisted for service excellence in International Investment Awards
The winners of the 2020 awards will be revealed at the virtual awards ceremony in October!
10/01/2020
Schroders Personal Wealth teams up with software firm
The partnership announcement follows a joint webinar held by Artesian and Schroders during which it was uncovered that whilst COVID-19 understandably remains top of mind for many business leaders, it’s not the biggest trend impacting wealth manageme
10/01/2020
7IM snaps up London wealth firm in £2bn AUM boost
The deal, which sees PWM retain its independence, was shelved in March following the impact of the Coronavirus.
10/01/2020
LGT completes LGT Vestra acquisition
The firm has 362 staff (March 2016: 234) and offices in London, Bristol and Jersey.