Wealth and Asset Management

15576 articles found

Wealth and Asset Management

Customer trust strengthens PostFinance

PostFinance achieved a profit of CHF 103 million in the first half of 2026, according to banking accounting standards. Despite a continued challenging economic environment, volatile markets, and structural challenges in the ongoing zero-interest-rate environment, PostFinance was able to further increase its operating profitability.    Customer assets rose by CHF 3.7 billion to CHF 117.5 […]
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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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