Managers of Wealth

Investing in the democratic dividend

Cuts to official development assistance, coupled with increasing fragility of democracies, are reshaping the approach of wealthy families to their impact investment portfolios

Macfarlanes advises L&G on £43m acquisition of purpose built student accommodation Stanley Studios

The transaction was led by Private Capital Real Estate Partner Andrew Hughes, with support from Senior Counsel Laurie Fletcher, Senior Associates Rebecca Rose and Andrew Wheelhouse, and Associates Jake Simons, Rhiya Lall, and Mark Ngu.

Those who ignore issuer risk have learned nothing.

Since UBS acquired Credit Suisse, the issuer landscape has become significantly more concentrated.

RBC Wealth Management wins dual recognition for its use of AI to better empower advisors

PWM Wealth Tech Awards recognize RBC's strategy of pairing top-tier advisors with intelligent technology to drive growth and client outcomes

Our Wealth Sizing Model 2026 results: wealth gathers pace

For our 20th edition, we’ve revised and extended our analysis to provide a comprehensive view of fast-changing global wealth dynamics.

Rothschild & Co receives four major awards from Global Finance

These awards reflect our leadership across key regions and sectors.

Building a nation of investors

Emma Crystal, CEO, Private Banking & Wealth Management, explains how investing supports a strong UK economy and why it needs to be part of our national mindset.

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

Sustainable HNW retention comes down to four disciplines.

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

The group argues that GDP per capita alone can distort comparisons, since it assumes national output is evenly shared across the population.

Bank of Singapore rejigs NRI team

The bank is looking to grow its Global South Asia (GSA) unit, following several recent exits. BOS has also lost its Greater China team head.

Nordea earns international recognition for digital customer experience

Over the past year, Nordea has also enhanced its savings platform to support more customers digitally.

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

TBG has been one of Hightower’s fastest-growing and strongest-performing practices.

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.

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Wealth and Asset Management