Wealth and Asset Management

15308 articles found

Wealth and Asset Management

West Coast Community Bank Launches Private Banking Division Serving Silicon Valley and the Peninsula

West Coast Community Bank has announced the launch of its Private Banking division, expanding the Bank's presence in Silicon Valley and the San Francisco Peninsula with a team dedicated to providing a high-touch banking experience designed around each client's financial goals.   Leading the new division are Janice Miyatake and Wyman Wong, both joining as […]
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Wealth and Asset Management

Wealth managers shift towards lower equity exposure, FCA finds

Wealth managers reduced the proportion of clients in the highest-equity portfolios during 2024/25, with allocations to portfolios holding 80%-100% equities falling as exposure to more balanced portfolios increased, according to the FCA.   The proportion of clients invested in portfolios with 80%-100% equity exposure fell from 24.9% in 2023/24 to 21.5% in 2024/25, the regulator’s […]
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Wealth and Asset Management

Canaccord Genuity Group Inc. through its wealth management business in the UK & Crown Dependencies announces acquisition of EFG Harris Allday

Canaccord Genuity Group Inc. has announce that through its wealth management business in the UK & Crown Dependencies, it has entered into an agreement to acquire the front office teams and client assets of EFG Harris Allday.   Currently operating as a division of EFG Private Bank, which is part of EFG International, EFG Harris […]
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Wealth and Asset Management

EFG International announces sale of Harris Allday

EFG International has signed an agreement for Canaccord Wealth to acquire the front office teams and client assets of the Harris Allday business.   Harris Allday is part of EFG Private Bank Ltd., EFG International’s UK subsidiary. The business is focused on providing wealth management services, primarily to affluent clients, in the Midlands region of […]
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Wealth and Asset Management

Neuchâtel Cantonal Bank defies margin pressure

Banque Cantonale Neuchâteloise  saw an increase in operating profit in the first half of 2026. Despite the low interest rate environment, operating profit rose by 6.3 percent to CHF 41.4 million. Net profit for the first half of the year remained virtually unchanged at CHF 24.1 million.   This represents a turnaround in operating profit […]
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Wealth and Asset Management

LLB Group reports strong half-year results

The LLB Group achieved a consolidated net profit of CHF 105.0 million in the first half of 2026, exceeding its prior-year result by 15.3 percent (first half of 2025: CHF 91.0 million). This result was driven by higher operating income, lower operating expenses, and broad-based growth. The group's net profit rose by 15.3 percent to […]
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Wealth and Asset Management

Stratos Continues Expansion Through Strategic Partnership with RPI Financial Life Planners

Stratos Wealth Enterprises ("Stratos") and RPI Financial Life Planners ("RPI") today announced a strategic partnership designed to support RPI's next chapter of growth while preserving the personalized planning experience, culture and client relationships that have defined the practice for more than four decades. This acquisition expands Stratos’ presence in the Midwest and is anticipated to […]
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Wealth and Asset Management

Wealth Enhancement snaps up Weinand Financial

Wealth Enhancement has agreed to take over the investment advisory operations of Weinand Financial, a registered investment adviser based in Olympia, Washington.    Financial terms of the deal were not disclosed.     Led by financial planner Mike Weinand alongside four support professionals, the firm oversees more than $644m in client assets.    Established in 1991, […]
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