10/07/2020
Covid-19 Wealth Impact: The World Ultra Wealth Report 2020
The report also reveals a significant decline in wealth from this population in early 2020 due to the impact of the COVID-19 pandemic.
Wealth and Asset Management
10/07/2020
Newcastle wealth management partners with capital company to boost growth plans
“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
Billionaire wealth reaches new high during COVID-19 pandemic - UBS
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
Cutting Through the Noise
After a stellar year or so, gold saw some profit booking last month.
10/06/2020
Quilter's OMW platform delays second migration to November 26
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
Planning on buying a property during coronavirus?
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
NEC acquires Switzerland’s Avaloq for $2.2bn
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
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.
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