Wealth and Asset Management

15228 articles found

Wealth and Asset Management

Citi Impact Fund Commits to Investing $25 Million in Companies Bringing Innovation to Housing Access and Affordability

Key Takeaways The Citi Impact Fund announced that it will invest $25 million in companies propelling innovative solutions for housing access, supply and affordability in communities nationwide. These new investments will support Citi’s Blueprint for Housing Opportunity initiative, a $60 billion, five-year commitment to increase and preserve the supply of housing in the U.S.  This […]
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Wealth and Asset Management

Citizens Financial Group Reports Second Quarter 2026 Net Income

Citizens Financial Group, Inc. has reported second quarter financial results. The earnings press release, investor presentation, and financial supplement are available at http://investor.citizensbank.com.    In addition, these materials will be furnished to the Securities and Exchange Commission (SEC) on a Form 8-K and will be available on the SEC website at www.sec.gov.   “We delivered […]
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Wealth and Asset Management

Swiss Wealth Management: A Brand Put to the Global Test

International expansion confronts Swiss wealth managers with a delicate balancing act: How do you assert yourself between Swiss roots and local identity? finews checked in with Marcuard Heritage's outposts in Abu Dhabi and Singapore.   The international expansion of Swiss wealth managers into emerging and established financial hubs requires strategic skill and cultural adaptability. An […]
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Wealth and Asset Management

Temenos completes the acquisition of additiv

Temenos AG has announced that it has completed the acquisition of additiv AG (“additiv”).    The acquisition was announced on June 8th, 2026 (see ad hoc announcement here). The founder-led management team will continue to run additiv on a stand-alone basis after closing.   additiv is a Switzerland-based fintech company that enables banks and wealth […]
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Wealth and Asset Management

Advisers overseeing billions of pounds to leave St James’s Place

Two of St James’s Place’s biggest advisory firms have left the business while another is considering doing so, sending shares in the UK’s largest wealth manager tumbling.   Prospera Wealth Management, based in Sheffield, and Wellesley Investment Management in West Sussex have both left SJP, according to the Financial Conduct Authority’s register.   The departure […]
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Wealth and Asset Management

Fairstone adds £183m with North East acquisitions

Fairstone has acquired two North East financial advice firms with combined client assets under management of £183m.   The wealth management group has bought Sunderland-based Grainger Financial Planning and Riverstone Wealth Management, which is based in Morpeth, Northumberland.   The two firms advise more than 460 clients between them and first joined Fairstone’s Downstream Buy […]
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Wealth and Asset Management

Deutsche Bank secures “World’s Best for Research” and Fifth Consecutive “Germany’s Best Investment Bank”

Deutsche Bank has received major recognition for its global Hausbank strategy in the 2026 Euromoney Awards for Excellence, securing a suite of awards that highlight its leadership in research, strength in its home market, and growing M&A capabilities across Asia-Pacific.   The bank was awarded the prestigious title of "The World's Best for Research," a […]
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Wealth and Asset Management

Santander named the World’s Best Bank by Euromoney

Banco Santander has been named the World's Best Bank by Euromoney in its prestigious ‘Awards for Excellence’, recognising the Group's transformation into a simpler, stronger and more connected global bank, underpinned by record results, disciplined capital allocation and sustained investment in technology and global platforms.   The award reflects Santander's strong performance over recent years, […]
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Wealth and Asset Management

ZKB achieves a premiere in the fund business

Zurich Cantonal Bank (ZKB) is the first provider to launch an index fund tracking the new SMI Equal Weight Index from SIX.    The investment product aims to broaden the diversification of Swiss equity investments and significantly reduce the dominance of the three heavyweights Nestlé, Novartis, and Roche.   Zurich Cantonal Bank is expanding its […]
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Wealth and Asset Management

Wealth management assets reach £1.24tn as MPS demand rises

The UK discretionary wealth management market reached £1.24tn in assets under management at the end of 2025, as adviser demand for model portfolios continued to grow.   Research from Platforum found that wealth managers are increasingly attracting business through third-party financial advisers outsourcing investment management, rather than relying solely on their own private clients.   […]
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