Wealth and Asset Management

14911 articles found

Wealth and Asset Management

Brookfield Corporation Reports 15% Increase in Earnings

Brookfield Corporation has announced strong financial results for the quarter ended June 30, 2026.   Nick Goodman, President of Brookfield Corporation, said, “Our business performed well in the second quarter, with continued momentum driving 15% growth in earnings per share. We were active through the first six months of the year—raising $98 billion of capital, […]
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Wealth and Asset Management

Merit buys Southern California wealth manager Bridgeway

Merit Financial Advisors has acquired The Bridgeway Group, a wealth management business based in Southern California with locations in Pasadena and Covina.    Bridgeway has now adopted the Merit Financial Advisors brand.     The companies did not disclose the financial or legal details of the agreement.    Bridgeway manages about $900m in assets overall and […]
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Wealth and Asset Management

Eight in 10 fear life chances depend on family wealth as grandparents fund university

'Bank of Grandma and Grandad' becomes a growing source of education funding ahead of A-level results day  One in five grandparents cover most or all university costs  Education funding increasingly linked to estate planning As students prepare to receive their A-level results, Rathbones, one of the UK's leading wealth and asset management groups, warns that […]
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Wealth and Asset Management

The Future of Wealth Management Is Personal and Built for Resilience

Technology has changed nearly every part of financial services. Investors can open accounts in minutes, access market data instantly, and execute trades from their phones. Artificial intelligence is making information more accessible than ever and lowering barriers to entry for individual investors.    However, as investing becomes increasingly digital, investors still need advice that reflects […]
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Wealth and Asset Management

Nomura International Wealth Management Launches Physical Gold Trading and Custody Service in Singapore

Nomura International Wealth Management has unveiled a Singapore-domiciled physical gold trading and custody service for high-net-worth and ultra-high-net-worth clients. The service allows them to buy, sell, and safeguard physical precious metals within a secure, locally-vaulted infrastructure.   Clients will gain access to large gold bars and kilobars, with all trading and custody services conducted entirely […]
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Wealth and Asset Management

Alex Intriago of Bridgemont Wealth Named to Forbes' 2026 Best-in-State Wealth Advisors List

Bridgemont Wealth has announced that Alex Intriago AWMA, Managing Partner – Investment Officer, has been named to the Forbes 2026 Best-in-State Wealth Advisors list. The annual recognition, developed by Forbes in partnership with SHOOK Research, honors financial advisors who demonstrate excellence in client service, industry experience, and professional integrity.   The Forbes Best-in-State Wealth Advisors […]
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Wealth and Asset Management

Berner Kantonalbank significantly increases profit

Berner Kantonalbank earned significantly more in the first half of 2026. The boost came primarily from commission income, while interest income remained under pressure.   Net profit rose by 8.3 percent year-on-year to CHF 82.6 million, as the Berner Kantonalbank announced on Wednesday . Operating profit improved even more significantly, increasing by 12.3 percent to […]
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Wealth and Asset Management

Utmost Group plc: HY 2026 Trading Update

Utmost, a leading provider of insurance-based wealth solutions, today provides flows and assets under administration (“AUA”) for the six months to 30 June 2026 (“HY 26”).   HY 2026 Trading Update: £4.4bn of inflows with European inflows doubling: HY 26 recorded £4.4bn of inflows, reflecting the strength of Utmost’s international footprint. Collectively, our European markets […]
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Wealth and Asset Management

F.N.B. Corporation Enhances Offering for Ultra-High-Net-Worth Clients and Business Owners with Investment in Family Wealth Advisory Services

F.N.B. Corporation has announced it has further enhanced its Family Wealth offering for ultra-high-net-worth clients with an additional investment in specialized, sophisticated advisory services and advanced solutions.    Led by veteran wealth management professionals, F.N.B. Private Family Wealth will support those clients' long-term and multigenerational financial objectives.   The Family Wealth expansion was enabled by […]
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