Wealth and Asset Management

15205 articles found

Wealth and Asset Management

What’s holding you back from investing?

As Barclays launches its Investment Readiness Index, which is designed to benchmark the UK’s investment culture ahead of a national Invest for the Future campaign, Sasha Wiggins, Chair of the Invest for the Future campaign and CEO of Barclays Private Bank & Wealth Management explains why. £610bn sits in excess cash across the UK, reinforcing […]
Read More
Wealth and Asset Management

Citi Announces Completion of 22.6% of Sale of Equity Stake in Banamex

Citi has announced the completion of the previously announced sale of 22.6% of the 24% equity stake in Grupo Financiero Banamex, S.A. de C.V. (“Banamex”) to several prominent institutional investors and family offices.    The investors in these transactions, which were announced in February, have received required Mexican antitrust regulator’s approvals and have met all […]
Read More
Wealth and Asset Management

Canaccord Wealth introduces crypto exposure for HNW clients

Canaccord Wealth has made exposure to cryptocurrencies part of its tailored discretionary investment proposition for high-net-worth clients.   The new capability enables eligible clients to access exposure to crypto exchange traded notes (cETNs) within a discretionary portfolio.   In line with FCA guidance, the cETNs only provide access to the returns generated by bitcoin and […]
Read More
Wealth and Asset Management

Inheritance boom drives demand for all-in-one wealth advice solutions

A new wave of intergenerational wealth is reshaping how affluent investors approach financial advice, with larger and more complicated inheritances prompting stronger demand for centralized planning services.   Research released by Escalent shows that the average expected inheritance is set to nearly double, rising from $500,000 over the past five years to close to $1 […]
Read More
Wealth and Asset Management

Standard Chartered First Quarter 2026 Results

Selected information on Q1’26 financial performance with comparisons to Q1’25 unless otherwise stated Operating income of USD5.9bn up 9 per cent; a record quarter Net interest income¹ (NII) up 1 per cent to USD2.9bn Non-interest income¹ up 16 per cent to USD3.0bn largely driven by Wealth Solutions and Global Banking Record quarter in Wealth Solutions […]
Read More
Wealth and Asset Management

The silent wonder bank of Basel

When the bank was founded 213 years ago, horse-drawn carriages still thundered through the Aeschenvorstadt district. The 2025 annual report offers a glimpse into an institution that explicitly seeks to avoid public attention.   With 25.7 billion Swiss francs in assets under management, total assets of 2.5 billion Swiss francs, and an annual profit of […]
Read More
Wealth and Asset Management

US wealth manager targets Canadian ultra-rich with $10 billion Canada expansion

Corient plans to enter Canada in June with about $10bn in client assets, targeting ultra-high-net-worth families through a non-bank, multi-family office model.    The firm intends to launch under its own brand, subject to regulatory approvals, drawing on assets from previously acquired firms Northwood Family Office and Coriel Capital, as well as select CI Private […]
Read More
Wealth and Asset Management

UBS's first-quarter 2026 results

UBS reports USD 3.0bn net profit and 16.8% RoCET1 in 1Q26 driven by strong client activity and flows; on track to complete integration by year-end   Excellent 1Q26 performance with net profit up 80% YoY to USD 3.0bn, return on CET1 capital (RoCET1) of 16.8% and underlying1 RoCET1 of 17.0%   Strong momentum with clients […]
Read More
Wealth and Asset Management

OKX, BlackRock and Standard Chartered launch joint framework to establish new utility for tokenized real-world assets

OKX to accept BlackRock’s tokenized short-term US treasury fund, BUIDL, as yield-bearing collateral for trading Standard Chartered to provide a comprehensive and reliable custody offering, the first-ever G-SIB-backed off-exchange tokenized collateral framework Initiative scales utility of tokenized real-world assets (RWA) and enables broader market participation OKX has announced the launch of a joint framework with […]
Read More
1 … 109 110 111 112 113 … 1,268