Wealth and Asset Management

Wealth and Asset Management

Building a nation of investors

April 24, 2026

Supporting a strong economic infrastructure   A strong economy is not built by institutions alone. It is shaped by the everyday financial decisions made in households across the country – how we save, spend and invest for the future.   When more people invest with confidence, it becomes a collective strength, channelling capital into businesses, […]

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Wealth and Asset Management

Four Tips to Win—and Keep—High-Net-Worth Clients

April 24, 2026

The competition for high-net-worth clients has never been more intense. Wirehouse breakaways, digital wealth platforms, family offices, and boutique RIAs are all vying for the same affluent households, and they are doing it with increasingly sophisticated service models.    For advisors who want to build a durable HNW practice, the question is no longer simply […]

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Wealth and Asset Management

Richest countries in 2026: New measure of wealth pushes France and Germany out of top ten

April 24, 2026

Measures of “richest countries” can be misleading. A new prosperity index — looking at income, GDP and how wealth translates into quality of life, social cohesion and long-term development — does not place the US, Germany, or France in the top ten.   Europe dominates global wealth rankings, but what it actually means to be […]

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Wealth and Asset Management

Bank of Singapore rejigs NRI team

April 24, 2026

Bank of Singapore is looking to make strategic hires as it looks to deepen its Global South Asia (GSA) business following a year of assets under management (AUM) growth and banker attrition.   ‘The NRI segment represents a significant opportunity for Bank of Singapore, and we continue to see strong momentum,’ Ranjit Khanna, head of […]

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Wealth and Asset Management

Nordea earns international recognition for digital customer experience

April 24, 2026

Delivering best-in-class digital savings experiences is a core part of Nordea’s 2030 strategy. Ongoing improvements continue to drive customer engagement and this progress has now been recognised for the second year in a row by the Financial Times’ PWM Wealth Tech Awards.   “We are proud to receive this award, and I see it as […]

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Wealth and Asset Management

Hightower to Deepen Strategic Partnership with $9.5B The Bahnsen Group

April 24, 2026

Hightower has announced it has signed a definitive agreement to acquire one of its flagship franchises, The Bahnsen Group (TBG), a leading U.S. wealth management practice overseeing approximately $9.5 billion in assets under management (AUM)*. TBG has been one of Hightower’s fastest-growing and strongest-performing practices.    The transaction significantly strengthens Hightower’s ability to invest behind […]

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Wealth and Asset Management

Ty Bernicke Named to Forbes 2026 Best-In-State Wealth Advisors List

April 24, 2026

Bernicke Wealth Management has announced that Ty Bernicke, CFP, President and CEO, has been named to the Forbes 2026 Best-In-State Wealth Advisors list. This marks the ninth consecutive year Ty has received this prestigious recognition.    The list spotlights top-performing financial advisors who demonstrate exceptional client service and industry leadership.   “Being named again to […]

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Wealth and Asset Management

TIAA Cranks Up the Volume of Wealth Management with ‘Invest in Your Worth’

April 24, 2026

April is Financial Literacy Month – and while most wealth management marketing still whispers. TIAA is turning up the volume.   The new iteration of TIAA’s Wealth Management platform 'Invest in Your Worth' from Deutsch ditches the category’s usual restraint in favour of something louder, more human, and culturally fluent.    The TV spots swap […]

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Wealth and Asset Management

Allfunds announces with profound sadness the passing of Juan Alcaraz.

April 24, 2026

Juan Alcaraz, founder and former long-standing CEO of Allfunds. Over more than two decades, Juan played a key role in the evolution of fund distribution worldwide, and led Allfunds as it grew to be one of the leading global wealth management platforms.   His leadership combined vision with continuous curiosity for what could come next […]

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Wealth and Asset Management

Award-winning AI frees up time for proactive client interaction

April 24, 2026

SEB has been recognised as Best Private Bank for Use of AI at the PWM Wealth Tech Awards 2026, announced on 23 April. The award reflects how SEB uses artificial intelligence not to replace human advice, but to strengthen it.     In its motivation, the jury highlighted SEB’s vision of using AI to shape how […]

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Wealth and Asset Management

Investec wins top honours at PWM Wealth Tech Awards

April 24, 2026

Investec has been recognised at the PWM Wealth Tech Awards for excellence in digital innovation and secure, client-centric banking. The awards were held in London on Thursday 23 April 2026.    Investec was awarded: Best Private Bank for Use of Technology in Africa Best Digital Private Bank in Africa The bank was also highly commended […]

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Wealth and Asset Management

Fundpath Announces Expansion Into Switzerland

April 24, 2026

Five years on from its UK launch, having enjoyed consistent year-on-year growth, Fundpath, the critical data and business intelligence service for those working in investment distribution, announces its expansion into Switzerland, one of Europe’s most sophisticated asset and wealth management markets.    Marking the next phase of its global growth strategy, the launch comes in […]

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