02/26/2026
Earnings call transcript: Van Lanschot Kempen Q4 2025 shows strong growth
The company’s stock surged by 5.44% following the announcement, closing at 49.98, as investors reacted positively to the performance and outlook.
Wealth and Asset Management
02/26/2026
Net Zero Asset Managers Initiative Relaunches with Global Investor Backing and Updated Commitment
The strong investor backing for NZAM signals that asset managers around the world continue to recognise and take steps to address climate-related financial risks and opportunities.
02/26/2026
2025 Results for CBH Compagnie Bancaire Helvétique
This remarkable performance was driven by net new money inflows of CHF 2 billion, reflecting renewed client confidence in the Group's value proposition.
02/26/2026
Pictet Asset Management Launches Pictet AI Enhanced US Equity ETF (PQUS)
Both PQUS and PQNT are managed by the firm’s Quantitative Investments team, and utilize the same proprietary machine learning and AI models that power Pictet’s institutional strategies.
02/26/2026
Systematic multi-strategy as a portfolio diversifier
First, there are traditional multi-strategy funds, which use a combination of discretionary trades and quantitative signals.
02/26/2026
Edmond de Rothschild says it will 'monitor the situation' after release of Epstein files
Ariane de Rothschild this week wrote to clients of the bank and employees to reassure them about the strength of the group, a spokesperson told Reuters.
02/25/2026
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.
02/25/2026
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
02/25/2026
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
02/25/2026
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
02/25/2026
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.
02/25/2026
HSBC Holdings plc Annual Results 2025
Our targets and expectations reflect our current outlook for the global macroeconomic environment
02/25/2026
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.
02/25/2026
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.
02/25/2026
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.
02/25/2026
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.
02/25/2026
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.
02/25/2026
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.
02/25/2026
Julius Baer introduces model portfolios for UK advisers
The offering consists of two types of portfolios: “active” and “passive+”.
02/25/2026
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.