wealth management

Italy's largest bank delivers best quarterly result ever with €2.8B net income, up 6% YoY, driven by wealth management and record operational efficiency.

LCL and Crédit Agricole Assurances finalize Milleis Group acquisition, strengthening wealth management capabilities and market positioning in competitive banking sector.

Matthews International Capital Management slashed its $FUTU position by nearly 54%, selling 82,183 shares for $12.78M, likely signaling profit-taking after strong gains.

Dominari Holdings authorizes $9 million special cash dividend ($0.31/share) payable May 29, 2026, to shareholders of record as of May 15, 2025.

SoFi posted record Q1 growth with 41% revenue gains and doubled profits, but held full-year guidance steady, disappointing investors amid interest rate uncertainty and sector headwinds.

Wealth manager Goldstein Advisors establishes significant $55.6M position in iShares International Country Rotation Active ETF, signaling institutional appetite for managed international equity exposure.

Institutional investors and high-net-worth individuals are borrowing against crypto holdings rather than selling, mirroring traditional wealth strategies while retaining upside exposure.

Titanbay appoints former Schroders CEO Adrian Nösberger to Swiss advisory board, strengthening private markets infrastructure presence as wealth managers expand private asset offerings.

Titanbay appoints former Schroder & Co Bank CEO Adrian Nösberger to Swiss advisory board, strengthening position in private markets infrastructure as wealth managers expand alternative asset allocations.

Charles Schwab reports record $11.8T client assets, adds 1.3M accounts, posts 38% EPS growth. Stock falls 6% as firm launches crypto trading.

Morgan Stanley reported record Q1 2026 results with $20.6B total revenue, capitalizing on geopolitical volatility and strong institutional demand.

Morgan Stanley stock surged 5% after Q1 earnings beat. Revenue hit $20.6B (+16% YoY) and net income reached $5.6B, driven by record institutional securities and wealth management results.

Morgan Stanley exceeded Q1 2026 earnings estimates with $3.43 EPS versus $3.00 consensus, driven by record $10.7B institutional securities revenue amid market volatility.

Wells Fargo reported Q1 earnings of $1.56 per share, missing expectations amid oil price concerns despite improved profitability metrics and revenue growth.

Community Trust & Investment Company adds 122,541 shares of Community Trust Bancorp, increasing stake to 2.09M shares worth $126.79M amid strong 45.8% annual gains.

Goldman Sachs surged 85.3% annually on record M&A activity, but analysts favor cheaper, more diversified Morgan Stanley for long-term investors seeking stable returns.

Avior Wealth Management sold $3.45M in $BSCR bond ETF shares in Q1, reflecting routine portfolio rebalancing amid stabilizing yields, not credit concerns.

Futu Holdings announced a $0.325 per share cash dividend ($2.6 per ADS), totaling approximately $365 million, payable April 29, 2026.

WTW completes FlowStone Partners acquisition, expanding private equity secondaries capabilities and bolstering alternative investment offerings to institutional and wealth clients.

$SCHW's 21% outperformance faces rate sensitivity risks. The company's growth projections depend on stable or declining interest rates; Fed hikes could significantly pressure earnings.