Wealth and Asset Management

14895 articles found

Wealth and Asset Management

Wealth manager expands in North East heartland

A national wealth management firm has expanded in its North East heartland with the acquisition of two independent financial advice businesses managing a combined £183 million in client assets.   Fairstone has bought Sunderland-based Grainger Financial Planning and Riverstone Wealth Management, which is based in Morpeth, in Northumberland.   Grainger has provided financial planning and […]
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Wealth and Asset Management

Standard Chartered and HSBC execute first live tokenised deposit transaction on Swift’s blockchain-based ledger

Standard Chartered and HSBC have announced the successful completion of bank-to-bank tokenised deposit interoperability through the execution of the first live cross-border transaction on Swift’s blockchain-based ledger.   This marks a milestone in the use of tokenised deposits by regulated financial institutions to issue, transfer, record and settle tokenised deposits through Swift’s blockchain-based ledger, not […]
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Wealth and Asset Management

Trust overtakes fees when investors choose wealth managers

Trust, reputation and transparency are becoming the most important factors influencing how consumers choose wealth management providers, according to new research from TransUnion.   The study of 1,000 US consumers with at least $20,000 in investable assets found trust and reputation ranked ahead of fees, pricing and other traditional considerations.   Almost two-thirds (65%) of […]
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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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