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News, Comment & Analysis results for Polen Capital

Asset Management
August 6, 2026

US-Based Polen Capital Creates New Group, Absorbs $1.2 Billion Of Client Assets

Under the change, about $1.2 billion of client assets will move to the new entity.

New Products
May 19, 2026

What’s New In Investments, Funds? – Polen Capital

The latest news in investment offerings, financial products and other services relevant to wealth

Technology
September 20, 2024

Digital Digest: The Latest Tech News – BNY

The latest technology news in the wealth management sector from around the world.

M and A
January 8, 2024

Summary Of North American M&A For September, October, November and December 2023

A summary of M&A moves in the four months to the end of December last year. Familiar names such as

M and A
December 21, 2023

US Investment House Acquires Somerset Capital Funds

After it was announced that Somerset Capital Management, an investment firm that focuses on global

Comment & Analysis results for Polen Capital

Award Winners

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Citigroup's Wealth Net Income Nearly Doubles On Higher Deposit Spreads

Family Offices And AI: Use “Soft Side” And “Decomposition” More; “Vibe Coding” Less

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