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.
Wealth and Asset Management
10/04/2020
Why the rich and the famous invest in the UAE
Nation among top 10 that witnessed highest inflows of millionaires last year, also becomes wealthiest country in region
10/02/2020
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.
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
Amundi expands in China as Beijing further opens up asset management
Wednesday's opening ceremony for Amundi BOC Wealth Management Co in Shanghai marks the birth of China's first foreign-controlled wealth management venture.
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
UBS puts the brakes on new Miami intermediaries office
The Swiss firm announced plans for the new unit back in January.
10/02/2020
JP Morgan Asset Management partners with SAP to enhance Morgan Money Liquidity Platform
The agreement will enable SAP's substantial Treasury Management customer base to directly access Morgan Money, delivering a real-time dashboard to invest, a single access point for operations, and enhanced risk management controls.
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
Wealthspire Advisors to acquire StratWealth
Wealthspire Advisors currently oversees approximately USD10.6 billion in AUM.
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.
10/01/2020
Wellington Management manoeuvres into UK retail market gap
‘Beyond Europe, Asia is a key’ region for the firm
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
Uruguay wants to become key hub for world's UHNW
In early June, as many countries around the world were grappling with a potential second wave of coronavirus infections, Uruguay was adopting measures to attract wealthy foreigners to its shores. The country has warded off the coronavirus better than any
10/01/2020
LGT completes LGT Vestra acquisition
The firm has 362 staff (March 2016: 234) and offices in London, Bristol and Jersey.