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.
10/02/2020
The transaction involved advice on a number complex corporate and regulatory issues.
10/01/2020
‘Beyond Europe, Asia is a key’ region for the firm
10/01/2020
Schroder UK Public Private Trust plc has released its Half Year Report for the period ended 30 June 2020.
10/01/2020
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
The winners of the 2020 awards will be revealed at the virtual awards ceremony in October!