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Wealth Management: Monthly Market Summary

October saw "risk-off" sentiment prevail – particularly in the concluding week of the month

UBS chief retires from banking in pandemic drift

Now he's not sure lenders will be able to endure another economic downturn, especially in Europe where they remain "quite vulnerable" to the low interest rate and growth environment.

How regulations changed our role: EFG Bank private banker

Strippoli also talked about the banking secrecy era and how Swiss banks now have to compete with banks from all over the world.

Trying to save Christmas

As the US heads into an election with wide-ranging consequences and Europe goes back into lockdown, China is setting out its path to growth for the years ahead.

Liontrust completes £75m Architas buy

The acquisition, which was announced on 1 July 2020

UK financial services firms merge

Deal will allow the businesses to expand their wealth management and tax planning operations

SJP launches military network to bolster recruitment drive

It will help members of the armed forces deal with the ‘daunting’ journey into financial services

Wealth Manager Top 100 2020: The final 25 leaders

We conclude our alphabetical list with numbers 76-100 in our annual study into the UK's top fund selectors.

A flat-tax scheme is luring the wealthy to Italy

Many are Britons fleeing Brexit

Coutts and Adam & Company Q3 2020 Results

The outbreak of Covid-19 and the ongoing pandemic, as well as the low interest rate environment we are currently operating in, has without question impacted our broader financial performance - as demonstrated by the £20m higher credit impairment fig

UBS and Partners Group launch private markets offer worth up to CHF 3bn

The new solution will target an annual investment capacity of $1bn-3bn (CHF 920m-CHF 2.6bn).

Lloyd’s of London underwriting for private clients

Any distributions of profit from a NameCo will be taxed as dividend income in the hands of the shareholder.

Van Lanschot Kempen: third quarter 2020 trading update

Client assets increased by € 2.9 billion to € 106.3 billion this quarter.

Credit Suisse third-quarter net profit falls 38% as wealth unit misses

In a statement, Credit Suisse said it is focused on supporting clients “through the persisting COVID-19 pandemic and the resultant economic challenges.

Smith & Williamson Investment Management rebalances portfolios as it looks ahead to opportunities in ‘cheap and unloved’ UK

While it has exited the UK focused Special Situations fund, the team said the UK overall was ‘cheap and unloved’.

Wealth and Asset Management