Record Quarterly Revenue
The company delivered its highest quarterly revenue in the past 11 quarters, driven by strong performance in the Wealth Management division and advisory fee contributions from Capital Markets.
Firm-wide Revenue Growth
Firm-wide revenue reached $1.8 billion for fiscal 2025, a 20% increase compared to the previous year and the strongest result since 2022.
Wealth Management Success
Client assets in Wealth Management grew to a record $120 billion, with new records set in each region. The division's adjusted pretax net income rose 22% year-over-year to $41 million for the fourth quarter.
Capital Markets Advisory Strength
The Advisory segment delivered its strongest quarterly revenue of the fiscal year, helping lift the revenue contribution from Capital Markets to its strongest result in three years.
U.K. Wealth Management Acquisitions
Completed three acquisitions in the U.K. & Crown Dependencies, enhancing financial planning offerings and extending presence across onshore and offshore markets.