Wealth and Asset Management

14966 articles found

Wealth and Asset Management

Broadridge and Payward Services Collaborate to Give xStocks Holders a Voice in Corporate Governance

Broadridge Financial Solutions, Inc., has announced Broadridge’s unified governance platform will support shareholder communications and proxy voting for eligible holders of xStocks, the industry-leading tokenized equities framework developed by Payward ServicesOpens in new tab, the B2B infrastructure platform from Payward.   “The endgame for tokenization was never just building faster programmable capital markets. It’s about […]
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Wealth and Asset Management

"Germany is still somewhat old-fashioned"

ABN Amro and Hauck Aufhäuser Lampe merge to form Germany's third-largest private bank. In an interview, COO Eric van der Deijl and Objectway DACH CEO Karl im Brahm explain how the complex integration succeeds – and what role AI plays in it.   Private Banking Magazine: Mr. van der Deijl, you presented the merger of […]
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Wealth and Asset Management

Pacific Asset Management to buy Asset Value Investors

Pacific Asset Management has agreed to acquire the entire share capital of Asset Value Investors (AVI), becoming the institutional partner of the independent boutique fund manager.   The combination links two investment management firms, with Pacific providing infrastructure, technology, operations and investor support, while AVI continues its engagement-led, bottom-up investment approach focused on companies trading […]
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Wealth and Asset Management

Advisor moves: Ameriprise, Prospera, Raymond James land teams with $920M in assets

Among the independent broker-dealer platforms adding advisor teams this week, Ameriprise, Prospera Financial Services and Raymond James Financial Services each announced new recruits.    In Fort Lauderdale, Florida, Steinmetz Jackson Wealth Management Group, led by private wealth advisor Kenneth Steinmetz and financial advisor James Jackson, moved with more than $370 million in client assets from […]
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Wealth and Asset Management

Blackstone to Acquire HSBC’s A$36 Billion Australian Home Loan Portfolio

Blackstone has announced that funds managed by Blackstone Credit & Insurance, Blackstone Tactical Opportunities, and Blackstone Real Estate Debt Strategies (“Blackstone”), have signed a definitive agreement to finance the acquisition of HSBC’s A$36 billion (US$25 billion) Australian home loan portfolio.    This represents the largest home loan portfolio transaction globally, demonstrating Blackstone’s ability to deliver […]
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Wealth and Asset Management

The $3.5 trillion test facing wealth managers

Australia’s $3.5 trillion wealth transfer is colliding with a new financial infrastructure shift: tokenised assets are moving from experiment to regulated reality, forcing wealth managers to decide whether they will build the future of investing – or inherit someone else’s.   The transition is already underway. Australia’s regulatory framework is bringing digital asset platforms and […]
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Wealth and Asset Management

Clifton Wealth Partnership buys two South Wales firms

Clifton Wealth Partnership has continued its acquisition strategy with the purchase of two independent financial planning firms based in South Wales.   Together, Banyard Independent Advice Services and Wilcox Financial Planning will add £68mn in total assets under management and more than 300 new clients to the business.   The two firms are CWP’s sixth […]
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Wealth and Asset Management

HSBC Holdings plc Interim Results 2026

Georges Elhedery, Group CEO, said: “HSBC is becoming the stronger bank we set out to build. We are executing our strategic priorities with pace, precision and discipline. This is allowing our four businesses to focus on their core strengths, grow, work together more effectively and deepen customer relationships. The result is a bank capable of […]
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Wealth and Asset Management

Switzerland Remains Among Top Wealth Management Markets Globally

Switzerland has ranked fifth globally in the inaugural Avaloq Wealth Management Index, highlighting the country’s continued strength as a wealth management hub while pointing to areas where it trails leading markets in digital adoption and demographic factors.   The index assesses 15 international markets across more than 60 indicators grouped into five pillars: macroeconomic conditions, […]
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Wealth and Asset Management

Taiwan private banks buoyed by mergers and semiconductor demand

Merger activity as well as strong demand for semiconductor and AI products are positives for Taiwan’s private banks.   Merger activity is driving positive momentum for some lenders, notably Taishin International bank, Bank SinoPac, and SinoPac Financial Holdings, Fitch Ratings said. These mergers are expected to expand franchise and improve profitability.   Strong demand for […]
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