10/05/2020
Summitas Wins Private Asset Management's 2020 "Best Document/Content Management Service or Tool" Award
Innovative client portals provide a unique set of tools for secure collaboration
Wealth and Asset Management
10/05/2020
Fideuram – Intesa Sanpaolo Private Banking and REYL & Cie SA to enter into long-term strategic partnership
Implementation of joint long-term strategic plan encompassing all REYL business lines
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.
10/05/2020
Pictet Asset Management opens first US office in New York City
Pictet Asset Management plans to expand the New York team to 12 and is actively recruiting.
10/04/2020
How "the most powerful woman on Wall Street" is working to close the gender wealth gap
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
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.
10/04/2020
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.