10/07/2020
“We are all genuinely excited about this partnership, the opportunities it will generate for us and the impressive credentials and skills the team at Wealth Provision will bring to our proposition and product offering.”
10/07/2020
Between April 7 and July 31 this year, billionaires across every industry covered by the study saw their wealth rise by double digits
10/06/2020
After a stellar year or so, gold saw some profit booking last month.
10/06/2020
2,000 advice firms to shift platform
10/06/2020
Intesa’s Swiss PB and Reyl will merge
The partnership will enable Fideuram - ISP PB to strengthen its international private banking activities
10/05/2020
If you’re considering trading up to a place with more space, here’s what you should know about the current residential property climate
10/05/2020
Each being a market leader in their own field, the combination of their shared vision, technological strengths, and global presence, will accelerate Avaloq’s long-term growth, global expansion and value creation strategy.
10/05/2020
The new tariff will be one of the lowest for an investment platform in the UK marketplace.
10/05/2020
Other main priorities included purchasing property, increasing investments to make a sustainable impact and committing to good causes.
10/05/2020
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 Securities Services and BNP Paribas Asset Management now hold together a 22.5 percent strategic stake in Allfunds.
10/05/2020
The cantonal bank will join Avobis, Hypothekarbank Lenzburg and Gebäudeversicherung Bern as a partner.
10/05/2020
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
The maximum achievable score across all four categories is 100 points.
10/04/2020
The two reported having served approximately $225 million in advisory, brokerage and retirement plan assets.
10/02/2020
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
'We feel we can continue to grow in the future'
10/02/2020
‘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
Her work also features in the permanent collections of many major museums
10/02/2020
The transaction involved advice on a number complex corporate and regulatory issues.