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
Wealth Management: Instant Insights
The third industrial revolution saw the rise of electronics, computers and automation.
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
10/07/2020
Macfarlanes advises Seven Investment Management on acquisition
The acquisition will see Partners Wealth Management retain its brand, identity and leadership, and helps both businesses take the next steps in their respective strategic growth plans.
10/07/2020
Swiss Bank's Vast Venezuela «Bolichico» Ties
The sanction is the result of a two-year investigation into PDVSA corruption.
10/06/2020
Cutting Through the Noise
After a stellar year or so, gold saw some profit booking last month.
10/06/2020
Appetite for Swiss Private Banks Grows
Intesa wants to use Reyl to form the basis of its wealth management ambitions out of Switzerland. T
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
10/06/2020
Brewin Dolphin targets IFAs with quintet of fund-of-funds
Launch comes a week after Brewin cut VAT across active and passive MPS
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
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.