Wealth and Asset Management

15049 articles found

Wealth and Asset Management

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

Macfarlanes has advised L&G’s Student Living Ltd fund on its acquisition of high quality purpose built student accommodation asset Stanley Studios in Southampton for £43m from Brookfield Asset Management.    Stanley Studios is a high quality asset comprising 245 rooms, including 177 studio apartments and 68 two bed apartments, with an extensive range of amenities […]
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Wealth and Asset Management

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

RBC Wealth Management has won two prestigious awards at the PWM Wealth Tech Awards, securing Best Private Bank for Digitally Empowering Relationship Managers in Canada and Best Private Bank for Use of Technology in Canada, for its capabilities across RBC's Canadian wealth management and private banking businesses.   These awards recognize RBC's leadership in empowering […]
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Wealth and Asset Management

Building a nation of investors

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

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

Bank of Singapore rejigs NRI team

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

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

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

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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