Wealth and Asset Management Archives - Page 310 of 1536

Rathbones Group plc (“Rathbones” or the “Group”) announces results for the six months ended 30 June 2025

July 30, 2025

Rathbones enters the second half of 2025 in a position of financial strength and following a new capital allocation framework, and underpinned by a robust balance sheet, we are taking measured steps to return surplus capital to shareholders.

Wealth and Asset Management

CaixaBank reports a net profit of €2.95 billion in the first half of 2025, up 10.3%

July 30, 2025

This transformation includes adopting new technologies and developing pioneering initiatives such as the Facilitea portals to sell and rent homes and cars, and the launch of the Generación + platform, focused on our senior customer segment.”

Wealth and Asset Management

Banca Generali: 1H 2025 Financial Results

July 30, 2025

This confirms the resilience and sustainability of our business model based on the quality of our bankers, which is being further reinforced through the expansion of our solutions.

Wealth and Asset Management

AE Wealth Management Achieves $40 Billion in AUM Milestone

July 30, 2025

This milestone marks the latest chapter in AEWM's inspiring growth journey. It reflects the firm's ongoing commitment to innovation, partnership, and providing exceptional value to its advisors and clients.

Wealth and Asset Management

UBS Switzerland Feels the Pinch as Interest Income Slides

July 30, 2025

That represents a drop in profitability as revenues fell 8 percent year-on-year, largely due to lower net interest income.

Wealth and Asset Management

UBS's second-quarter 2025 results

July 30, 2025

UBS reports 2Q25 net profit of USD 2.4bn and USD 4.1bn for 1H25 with integration remaining on track; invested assets reach USD 6.6trn

Wealth and Asset Management

BIL Suisse’s profits bounce back

July 30, 2025

A decrease in operating expenses and improved results from interest operations boosted the Swiss division of Banque Internationale à Luxembourg.

Wealth and Asset Management

Nearly two out of five savers plan to switch more cash into fixed rate accounts

July 30, 2025

Savers plan to transfer an average £15,800 into fixed rates.

Wealth and Asset Management

Oberon Investments Group Results for the year ended 31 March 2025

July 30, 2025

Record revenues, strong growth into the new year, underpinned by investment in new teams and systems

Wealth and Asset Management

Lido Advisors to Partner with Olympus Wealth Management

July 30, 2025

Salt Lake City-Based RIA Serves HNW & UHNW Business Owners & Families with Over $850M in RAUM

Wealth and Asset Management

Coutts: Q2 earnings season preview – modest expectations set the stage

July 30, 2025

Trade policy uncertainty has lowered the bar coming into this earnings season. But a resilient US economy and ongoing adoption of artificial intelligence (AI) could allow earnings to surprise on the upside.

Wealth and Asset Management

Nomura Reports First Quarter Financial Results

July 30, 2025

Global Markets net revenue stronger QoQ while Investment Banking net revenue was at highest level for Q1 since FY2016/17 when comparisons possible

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