July 5, 2026

Wealth Management

Wealth Management

NBK Wealth crowned Kuwait’s Best for Next-Gen 2026 by Euromoney

NBK Wealth, the region’s leading wealth management group, has been named Kuwait’s Best for Next-Gen 2026 by Euromoney, the leading global financial publication, as part of its 2026 Private Banking Awards. This recognition reflects NBK Wealth’s excellence in spreading awareness of the value of investment among future generations and equipping them with the skills they

Read More
Wealth Management

ICAI Doha Chapter hosts ‘Four Pillars of Sustainable Wealth Management’ session

The Institute of Chartered Accountants of India Doha Chapter’s recently organised seminar, ‘The Four Pillars of Sustainable Wealth Management’, gathered the participation of 100 members who gained insights into long-term wealth creation and financial planning. The Institute of Chartered Accountants of India (ICAI) Doha Chapter recently organised a seminar on ‘The Four Pillars of Sustainable Wealth Management’, gathering the participation of 100 members who gained insights into long-term wealth creation and financial planning. Chairperson Arun Somanath, who thanked the speakers and members for their continued engagement with the chapter’s initiatives, highlighted the increasing relevance of the session theme in today’s rapidly evolving digital environment and its significance for members in staying future-ready.  Raj Vijeta Sharma, director and Unit head at Anand Rathi Wealth, along with Chintak Shah, Tax head & associate director at Anand Rathi Wealth, delivered a presentation on the essential pillars of sustainable wealth management: Purpose, Protection, Preparedness, and Preservation. They emphasised the importance of aligning financial decisions with life goals, building adequate protection against uncertainties, preparing for future milestones, and preserving wealth across generations. The session also featured insights on practical strategies to optimise investment decisions through efficient tax planning while remaining compliant with applicable regulations. The seminar provided members with actionable insights into holistic financial planning, wealth preservation strategies, and the significance of integrating tax efficiency into investment decisions. Participants engaged with the speakers through interactive discussions and a question-and-answer session. Vice chairperson Dewaki Nandan Tibrewal delivered the vote of thanks and expressed his appreciation to the speakers and the participants. The event reaffirmed the ICAI Doha Chapter’s commitment to empowering finance professionals through relevant, high-quality learning opportunities that enhance both professional competence and personal financial awareness.  For further information regarding ICAI Doha Chapter activities and upcoming events, members and aspiring members are invited to connect with Somanath at 55060695 or Tibrewal at 6697 0721. Related Story Source link

Read More
Wealth Management

Wealth managers use ‘deliberate obfuscation’ over fees, industry chief warns

Unlock the Editor’s Digest for free Roula Khalaf, Editor of the FT, selects her favourite stories in this weekly newsletter. The UK’s wealth management industry still has “incredibly complex” fees and some firms even use “deliberate obfuscation” to disguise their true costs, according to the founder and chief executive of Netwealth. Charlotte Ransom established the

Read More
Wealth Management

Eating one food ‘twice a week’ cuts high cholesterol and protects heart health

Health expert has shared the best foods to eat and exercises to do that help boost heart health and lower cholesterol 11:47, 03 Jul 2026Updated 15:23, 03 Jul 2026 What is high cholesterol? A health expert who used to be a nutritionist at Arsenal has explained a rule he urges anyone with high cholesterol to

Read More
Wealth Management

Betsi Cadwaladr University Health Board spent £4.2m on research of ‘unclear’ benefit to patients

The co-director of CfMHaS from 2012, Prof Rob Poole, was also honorary clinical psychiatrist at Betsi under the agreement, until his retirement in October 2025. Poole said he did not know the Betsi review had happened, but considered the findings “grossly inaccurate”. “All of my extensive research is of direct benefit to the population of

Read More
Wealth Management

The three AI trends moving client value from portfolio to relationship in wealth management

Portfolio performance has always been the north star of our profession. We use it to prove our value to clients and prospects: look at what we’ve done, or could do, for your wealth.  Thanks in part to regulations such as Consumer Duty, and in part due to growing awareness among both advisors and clients that

Read More
Wealth Management

Health MOTs at work can fix sick Britain, worklessness tsar says

Companies should give new employees health MOTs to help fix the nation’s sickness crisis, a senior Labour adviser has said. Sir Charlie Mayfield, who led a government review into worklessness, has called for employers to introduce health checks to tackle the high levels of long-term sickness blighting the economy. The former John Lewis chairman wants

Read More
Wealth Management

The 4 portfolios of wealth management

AdobeStock-Drazen Today’s clients want more than investment advice. Research shows that consumers want comprehensive, holistic financial guidance. They understand that no single advisor can be an expert in every area of wealth management, but they want a trusted partner who can coordinate the expertise, identify the opportunities and connect the dots. Most clients are seeking

Read More
Wealth Management

Raj Bhuyan On Rethinking Wealth Management Through a Behavioral Lens

The foundation of the most popular investment methodologies has often been based upon a relatively passive platform that incorporates a systematic process to diversify assets by asset class and investment styles. Although these types of foundations can be effective on the surface, Raj Bhuyan, Managing Partner of Tactical Wealth Management, notes that far less attention

Read More
Wealth Management

Deals & Moves: Savant Snags Maine RIA, Cerity Expands to Oregon

Savant Wealth Management, a fee-only registered investment advisor with $57.2 billion in client assets, has landed its first office in Maine with a nine-person team based in South Portland.  Richard Brothers Financial Advisors has agreed to join Savant with consulting and valuation advice from FP Transitions.  President Randall Richard and brother Neal Richard, principal and

Read More