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.
10/02/2020
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 has released its Half Year Report for the period ended 30 June 2020.
10/01/2020
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
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
The deal, which sees PWM retain its independence, was shelved in March following the impact of the Coronavirus.
10/01/2020
The firm has 362 staff (March 2016: 234) and offices in London, Bristol and Jersey.
10/01/2020
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
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
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
This accreditation looks to award organisations who demonstrate and highlight their commitment to advancing diversity within their workplace.
09/30/2020
Lowes Financial Academy will offer CII Level 3 and 4 qualifications