Managers of Wealth

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

The list spotlights top-performing financial advisors who demonstrate exceptional client service and industry leadership.

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

The result feels energetic, familiar and a nod to our audience’s formative years.

Allfunds announces with profound sadness the passing of Juan Alcaraz.

His leadership combined vision with continuous curiosity for what could come next for Allfunds and wealth management.

Award-winning AI frees up time for proactive client interaction

In its motivation, the jury highlighted SEB’s vision of using AI to shape how advice is delivered while preserving its human core.

Investec wins top honours at PWM Wealth Tech Awards

Global recognition for cyber security

Fundpath Announces Expansion Into Switzerland

Marking the next phase of its global growth strategy, the launch comes in response to broad demand from the asset and wealth management industry for international coverage, particularly in the key Swiss market.

Innovative tech shakes up wealth management in Canada

Advances in digital tools are bringing services once limited to the ultra-wealthy to more customers

Global Banking & Finance Review Awards® 2026: DeVere Investment Honoured with 14 Years of Excellence in Wealth Management Mauritius

This recognition highlights the firm’s sustained performance, client-focused approach, and long-standing contribution to the wealth management sector in Mauritius.

Savvy Wealth Debuts Savvy Intelligence to Fuel Evolution of AI-Native, Human-Led Advice

Savvy Intelligence unifies investments, tax, and planning—powered by the first AI agent built to act on it

Bullishness Remains Steady as Geopolitical and Energy Concerns Rise, Morgan Stanley Wealth Management Pulse Survey Finds

As uncertainty rises, investors keep a close watch on their portfolios

Hong Leong Bank launches Wealth Odyssey campaign

The Wealth Odyssey campaign breaks down wealth management into three fundamental pillars: preservation, growth, and legacy.

Mind the wealth gap: the secret entry points of private banking

Minimum entry thresholds are increasingly used by the UK’s private banks to position themselves in the market

UBS's statement on the Swiss government's regulatory capital announcements

Parliament will now debate this proposal as part of the normal parliamentary process.

CISI Overseas Wealth Management Summit Held in Hong Kong, Spotlighting New Asset Allocation Opportunities amid Global Change

The three speakers shared insights on global market shifts, Hong Kong's role as an international financial centre and bridge, and the new trends and challenges facing the cross-border wealth management industry, setting the stage for the day's f

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Wealth and Asset Management