News, Comment & Analysis results for Financial Results

Financial Results
July 31, 2026

CAIS Raises $170 Million In Financing Round

The firm is one of those businesses that have ridden the wave of rising interest in private markets

Financial Results
July 29, 2026

UBS’s Wealth Results In Q2 2026 Show Revenue, AuM Gains; Group Profits Beat Forecasts

The Switzerland-headquartered group, which has a major wealth business in the US, reported stronger

Financial Results
July 27, 2026

Morgan Stanley's Net New Money Highlights IPO Wealth Impact

As we reported last week, a large lump of the net new money in Morgan Stanley's wealth arm came

Financial Results
July 22, 2026

Cresset Adds Two Wealth Advisors From Lazard Wealth

The duo, who join the multi-family office as managing directors in Los Angeles and New York

Financial Results
July 16, 2026

Asset, Wealth Revenues In Q2 2026 Rise 20 Per Cent Vs Year Ago - Goldman Sachs

While private banking fee revenues were hit by lower net interest margins, overall wealth and asset

Financial Results
July 16, 2026

Morgan Stanley’s Wealth Management Arm Posts Record Q2 2026 Net Revenues

New York-listed investment bank Morgan Stanley released its financial results for the second

Financial Results
July 16, 2026

BNY's Wealth Services, Management Results Gain In Q2 2026

In tune with a number of other major US financial institutions, New York-headquartered BNY has

Financial Results
July 15, 2026

Wealth, Investment Net Income Rises At Bank Of America In Q2 2026

Client balances rose, and net income showed a stronger second-quarter result this year than for the

Financial Results
July 15, 2026

Wells Fargo's Q2 2026 Net Income Rises In Wealth, Asset Management Division

Client assets and net income in the wealth management side of the US bank rose in the quarter.

Financial Results
July 15, 2026

Net Income Rises At Citigroup In Q2 2026; Wealth Results Shine

It was "Super Tuesday" for a raft of US banks issuing second-quarter 2026 financial numbers

Comment & Analysis results for Financial Results

Financial Results
August 29, 2023

Goldman’s RIA Sale: Can Mallouk Succeed Where Solomon Failed?

Goldman Sachs said yesterday that it is selling its Goldman Sachs Financial Planning business to