Wealth managers back AI, but client trust is decreasing
Despite this apparent decline in client trust, UK wealth managers remain confident in the potential for AI to support them in their roles.
Wealth and Asset Management
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Cannataro Family Capital Partners Recognized for Excellence in Wealth Management by Forbes
The firm is widely respected for its ability to seamlessly integrate personal, family, and business financial planning-a sophisticated approach that requires both deep technical expertise and close collaboration with clients' trusted advisors
Citi Announces its Blueprint for Housing Opportunity Initiative — A $60 Billion Commitment to Enhance U.S. Housing Affordability and Help Create and Preserve 250,000 Units Over Five Years
Citi Foundation will also Deploy $50 Million in Philanthropic Grants to Non-Profits Addressing Housing Challenges in their Communities
HNWIs hold $87trln in wealth; UAE attracts 9,800 new millionaires in 2025: report
The report underscores Dubai’s emergence as a destination of choice for HNWIs, family offices and global private capital
EFG publishes agenda for its Annual General Meeting 2026
This represents an increase of 8% compared to the dividend for the 2024 financial year and reflects five consecutive years of dividend increases.
HSBC Holdings plc Annual Results 2025
Our targets and expectations reflect our current outlook for the global macroeconomic environment
St. James's Place Full Year Results 2025
Acceleration of future approach: for financial year 2026 and beyond, the Board intends to set total annual shareholder returns at 70% of the Underlying cash result.
Giant drops talks to buy wealth group with Swiss footprint
Corient has been one of the RIA industry’s most active acquirers over the past few years.
Iress targets large wealth firms after strong UK results
Group chief executive Andrew Russell said the results reflected a year of “disciplined execution” following the simplification of the business into a more focused wealth and trading software provider.
Northern Trust Expands CLO Middle Office Offering for Institutional Credit Managers and Asset Owners
Enhancement adds compliance and waterfall support to existing loan closing, treasury, and real-time data services.
Betsy Gorton, Partner, Goldman Sachs Asset & Wealth Management
She joined Goldman Sachs in the Global Investment Research group in 2005 as an equity analyst covering gaming, lodging, and leisure.
BPS (SUISSE) – Results for the financial year 2025
The loan portfolio recorded an expansion driven by the mortgage segment, in line with the prudence exercised in the selection of customers and transactions.