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.
Wealth and Asset Management
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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.