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.
Wealth and Asset Management
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.
10/01/2020
Mirabaud Asset Management’s private equity vehicle acquires stake in Alain Ducasse Group
Alain Ducasse and Mirabaud Asset Management have signed a strategic agreement, making Mirabaud Patrimoine Vivant a reference shareholder of the Ducasse Group alongside Alain Ducasse, who remains the company’s controlling shareholder.
10/01/2020
Swiss Private Banking's Dead Calm
The costs at the front are a significant issue, having increased the most over the past three to four years with almost 3 percent.
09/30/2020
Avaloq connects with Enterprise Bot
Enterprise Bot uses a pre-integrated system to establish an AI customer service agent for Avaloq’s banking and wealth management clients.
09/30/2020
IQ-EQ awarded Bronze Diversity Mark
This accreditation looks to award organisations who demonstrate and highlight their commitment to advancing diversity within their workplace.
09/30/2020
Newcastle IFA launches adviser academy
Lowes Financial Academy will offer CII Level 3 and 4 qualifications
09/30/2020
M&G creates £28bn wealth management arm
Launch comes off the back of its acquisition of Ascentric