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
Wealth and Asset Management
10/05/2020
BDO group reaps Asian Banking and Finance awards
Publisher Tim Charlton said: “As we have seen in this year’s winners, banks were still able to navigate and up their game even during the pandemic.
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
Swiss bank advice to investors .. “buy gold now!”
its history, but it has witnessed declines in recent times with profit-taking and liquidation in the market to cover positions in the stock markets that witness sharp fluctuations.
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
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
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'