Browsing Tag
Wealth management
81 posts
Insignia Financial (ASX: IFL) clears APRA hurdle as CC Capital’s A$3.9bn takeover heads to shareholder vote
Insignia Financial (ASX: IFL) secures APRA approval for CC Capital's A$4.80 takeover. Scheme meeting set for 13 April 2026. Read our full analysis.
Perpetual (ASX: PPT) to sell wealth management unit to Bain Capital for A$500m as private equity bets on Australia’s growing advice market
Perpetual agrees to sell its A$21.9bn wealth management arm to Bain Capital for A$500m. What this means for PPT shareholders and Australia's advice market. Read more.
Morgan Stanley (NYSE: MS) slashes headcount at peak profitability — and that tells you everything about where banking is heading
Morgan Stanley cuts 2,500 jobs across investment banking, trading, and wealth management despite record 2025 revenue of $70.6 billion. Read the full strategic breakdown.
NatWest Group (LSE: NWG) posts 19.2% RoTE in FY2025 as balance sheet strategy outpaces peers
NatWest Group plc FY2025 results show how margin discipline and capital management are reshaping UK banking returns. Find out why this matters now.
Raymond James deal for Clark Capital Management Group signals deeper push into discretionary investment strategies
Raymond James Financial is acquiring Clark Capital Management Group to deepen discretionary portfolio strategies and advisor tools. Find out how the deal could reshape wealth management.
Fifth Third (NASDAQ: FITB) and Comerica (NYSE: CMA) clear final approvals for $10.9bn merger
Fifth Third and Comerica will merge to form the ninth-largest U.S. bank. Find out what the $10.9B deal means for investors, customers, and the sector.
RIA firm The Mather Group continues West Coast expansion with Napa acquisition
The Mather Group expands in California by partnering with Napa Wealth Management. Explore what this means for its high-net-worth strategy.
Can HSBC’s wealth business become Asia’s next private-banking juggernaut?
Can HSBC Holdings plc rival UBS and Citigroup in Asia’s private wealth race? Find out how its cross-border banking and mass-affluent strategy are reshaping the industry.
HSBC Q3 2025 earnings: Can the bank maintain momentum despite legal charges and slow lending?
HSBC delivered $7.3B Q3 profit amid $1.4B legal charges, but strong core growth and $43B NII guidance show momentum. See the full results now.
How the $785m FirstSun–First Foundation all-stock merger could reshape the U.S. regional banking landscape
Discover how FirstSun Capital Bancorp’s $785M merger with First Foundation aims to build a $17B regional bank with stronger growth and efficiency.