BlackRock Reports Full Year 2025 Diluted EPS of $35.31, or $48.09 as adjusted
7 million additional shares authorized for repurchase under existing repurchase program by Board of Directors
Wealth and Asset Management
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Creative Planning acquires $1bn Swiss wealth manager
Baseline Wealth Management, with offices in Geneva and Zurich, is Creative Planning's second European acquisition in as many months.
Living or settling in the United Arab Emirates: investment, taxation, and wealth protection
Much of this transformation stems from the rise of private wealth and the central role played by family businesses.
CI Global Asset Management to Acquire Invesco’s Canadian Investment Fund Assets and Form Long-Term Strategic Partnership
As a result of the transaction, CI GAM’s assets under management will increase to approximately C$170 billion.
The 2026 Forbes | SHOOK Best-In-State Wealth Management Teams list
Congratulations to our five wealth management teams recognized on the 2026 Forbes | SHOOK Best-In-State Wealth Management Teams list.
Two wealth management models, one shared future: what Switzerland and Asia can learn from each other
In fact, as client needs evolve, these two models are converging, and the future will belong to institutions capable of combining the best of both worlds.
Pacific Asset Management announces partnership with specialist infrastructure boutique
The new fund will benefit from Pacific’s institutional-grade infrastructure and best-in-class technology and operational resources, providing meaningful efficiencies and pricing power.
Rethinking Family Wealth in an Age of Permanent Disruption
The report shows that the efficient frontier for conventional portfolios is drifting downward.
Granite Bay Private Wealth enters ‘rapidly evolving’ market
Granite Bay is backed by a syndicate of investors and is pursuing a national growth strategy.
William Blair Names New Partners for 2026
This achievement recognizes their exceptional dedication and contributions to the firm while upholding William Blair’s mission, vision, and values to empower colleagues, deliver client success, and engage in our communities.
St James’s Place CIO: How the UK’s largest wealth manager thinks about ETFs
The wrapper is playing a growing role in the UK's largest multi-asset fund-on-funds
Rothschild and Ruffer alumni launch investment firm
CIE Partners has been established by Katie Moran and Jenny Renton.