Managers of Wealth

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.

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.

Julius Baer introduces model portfolios for UK advisers

The offering consists of two types of portfolios: “active” and “passive+”.

Shortlisted for the 2026 Citywealth Brand and Marketing Awards

The Citywealth Brand and Marketing Awards celebrate excellence and outstanding achievement in brand development, strategic marketing and digital innovation across the financial services industry.

HSBC shares surge as wealth management boom offsets profit dip

The final profit figure surpassed analyst expectations of $28.9bn, providing a significant lift to the FTSE 100.

SJP renames £13bn Global Equity fund to reflect lower carbon focus and appoints Acadian

SJP will appoint Acadian Asset Management as the new investment adviser to the fund, replacing the current adviser line-up.

Standard Chartered: Full Year 2025 Results

2025 was another year of strong momentum.

True Potential Wealth Management partners with Oxford Risk to enhance behavioural investor risk suitability

True Potential Wealth Management, one of the UK’s leading wealth managers, has announced a strategic partnership with behavioural risk suitability fintech, Oxford Risk.

Brooks Macdonald Group PLC 2026 Half-year results

“We have momentum and are well positioned for further growth.”

Partners Group announces planned office in Kuwait, expanding its presence in the GCC

The application process for the office is underway, and subject to regulatory approvals, the firm expects to announce its completion and the appointment of a local leadership team in due course.

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