Wealth and Asset Management Archives - Page 131 of 1490

Cannataro Family Capital Partners Recognized for Excellence in Wealth Management by Forbes

February 25, 2026

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

Wealth and Asset Management

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

February 25, 2026

Citi Foundation will also Deploy $50 Million in Philanthropic Grants to Non-Profits Addressing Housing Challenges in their Communities

Wealth and Asset Management

HNWIs hold $87trln in wealth; UAE attracts 9,800 new millionaires in 2025: report

February 25, 2026

The report underscores Dubai’s emergence as a destination of choice for HNWIs, family offices and global private capital

Wealth and Asset Management

EFG publishes agenda for its Annual General Meeting 2026

February 25, 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

HSBC Holdings plc Annual Results 2025

February 25, 2026

Our targets and expectations reflect our current outlook for the global macroeconomic environment

Wealth and Asset Management

St. James's Place Full Year Results 2025

February 25, 2026

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.

Wealth and Asset Management

Giant drops talks to buy wealth group with Swiss footprint

February 25, 2026

Corient has been one of the RIA industry’s most active acquirers over the past few years.

Wealth and Asset Management

Iress targets large wealth firms after strong UK results

February 25, 2026

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.

Wealth and Asset Management

Northern Trust Expands CLO Middle Office Offering for Institutional Credit Managers and Asset Owners

February 25, 2026

Enhancement adds compliance and waterfall support to existing loan closing, treasury, and real-time data services.

Wealth and Asset Management

Betsy Gorton, Partner, Goldman Sachs Asset & Wealth Management

February 25, 2026

She joined Goldman Sachs in the Global Investment Research group in 2005 as an equity analyst covering gaming, lodging, and leisure.

Wealth and Asset Management

BPS (SUISSE) – Results for the financial year 2025

February 25, 2026

The loan portfolio recorded an expansion driven by the mortgage segment, in line with the prudence exercised in the selection of customers and transactions.

Wealth and Asset Management

Julius Baer introduces model portfolios for UK advisers

February 25, 2026

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

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