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
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
Innovative client portals provide a unique set of tools for secure collaboration
10/05/2020
Implementation of joint long-term strategic plan encompassing all REYL business lines
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.
10/05/2020
Pictet Asset Management plans to expand the New York team to 12 and is actively recruiting.
10/04/2020
That gender wealth gap is 32 cents for a man's dollar, and just a single digit number of pennies for Black women.
10/04/2020
The two reported having served approximately $225 million in advisory, brokerage and retirement plan assets.
10/04/2020
Nation among top 10 that witnessed highest inflows of millionaires last year, also becomes wealthiest country in region
10/02/2020
The costs at the front are a significant issue, having increased the most over the past three to four years with almost 3 percent.
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
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
‘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
The Swiss firm announced plans for the new unit back in January.
10/02/2020
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
Her work also features in the permanent collections of many major museums
10/02/2020
Wealthspire Advisors currently oversees approximately USD10.6 billion in AUM.