Wealth and Asset Management

15347 articles found

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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Wealth and Asset Management

Hightower Announces $275M Acquisition of Valley Financial Group

Hightower Advisors has announced that Valley Financial Group (“Valley”), an independent wealth management practice based in Ambler, Pennsylvania, will join Hightower Signature Wealth (“HTSW”), Hightower’s fully integrated national wealth management practice.   The transaction marks the second external acquisition into HTSW this year and advances Hightower’s strategy of expanding the practice with established advisory practices […]
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Wealth and Asset Management

Goldman Sachs to Acquire ETF Provider Neos in $2.3B Deal

Goldman Sachs Group Inc. will pay as much as $2.25 billion to buy Neos Investments, expanding its asset manager’s reach in the actively managed exchange-traded fund market.   The cash-and-equity deal will add a fast-growing ETF issuer to the Wall Street giant’s roster of offerings, according to Marc Nachmann, who oversees Goldman’s money-management arm. The […]
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Wealth and Asset Management

SEIA Continues to Evolve to Meet the Increasingly Complex Needs of High-Net-Worth Clients Through Expanded Tax and Family Office Capabilities

Signature Estate & Investment Advisors has announced the next phase of its evolution to better serve high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients with increasingly complex planning needs through the launch of SEIA Tax Services, expanded family office capabilities and a refreshed brand experience.    Veteran tax leader Tim Gacsy joins SEIA as Director of Tax […]
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Wealth and Asset Management

Cayman holding companies: a strategic tool for GCC families managing global wealth

Families based in the Gulf Cooperation Council are increasingly global in both outlook and asset allocation.     From operating businesses in the Middle East to real estate in Europe, private equity exposure in North America, and liquid portfolios held through international custodians, the modern family balance sheet is both diversified and complex.    Against this […]
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