Wealth Management

The Global Banking & Finance Review Awards Program has officially opened nominations for Most Innovative Private Bank for Intergenerational Wealth Management 2026, recognising financial institutions that have demonstrated exceptional innovation, expertise, and client-focused solutions in helping high-net-worth families preserve, grow, and transfer wealth across generations. As multi-generational families increasingly face complex financial, regulatory, and succession

Thailand’s wealth management market is becoming more sophisticated, more international, and more demanding for advisers seeking to stay relevant. As wealthy families look beyond domestic assets, ask deeper questions about legacy planning, and expect more transparency from providers, the conversation is changing. The challenge is no longer simply to provide investment access, but to guide

Community health services are being relaunched under a new name to improve patient care. The rebranded services will operate as Bath and North East Somerset, Swindon and Wiltshire (BSW) Community Health from April 1, 2026. This marks the next phase in a wider plan to deliver more joined-up care closer to home and reduce avoidable

As automation reduces operational drag, Pave Finance argues smaller accounts are shifting from burden to growth channel Smaller accounts were never really a question of demand. They were a question of delivery. For most advisory firms, the challenge was not whether younger or less wealthy investors wanted professional portfolio management. It was whether the firm

Known as the ‘Diva of divorce’, Ayesha Vardag plans to go global with her law firm // Image: Stefan Giftthaler Everything’s Crystal Apart from creating Britain’s biggest domestic player in wealth management with AuM of £120 billion, the £2.7 billion acquisition of Evelyn Partners by NatWest will have other ripple effects. For one thing, the

She said: “The availability of access to trusted practitioners and evidence-based resources will help our residents seek help early, reduce the risk of crises, and build resilience across our communities.” The Liberal Democrat-led council said a similar platform for under-18s, called Kooth, had been operating since 2023. Councillor Patricia Bell, who is responsible for public

In February 2026, Los Angeles-based wealth management start-up Altruist launched an AI agent for tax planning. Built into its Hazel AI platform, the AI agent can summarise account statements, emails and meeting notes and then analyse them using deep tax logic to create personalised tax strategies in a matter of minutes. News of the new

A new study from the University of Toronto shows that switching to electric cars in the U.S. could save up to $188 billion in health costs by 2050, according to The Ticker. The research demonstrates that when Americans trade gas-powered cars for electric ones, everybody breathes cleaner air. The University of Toronto team looked at

Present-day portfolios have undergone a significant change in their construction. What used to be a small part of finance that only institutions and the wealthy could access has grown into a $20 trillion market that is changing how advisors think about asset allocation, speaking to clients, and their own professional skills. There is a silent revolution going

Chohan said: “The impact this is having on people who are going through difficult periods is transformational.” The Pengarth Day Centre, in Penzance, is one of the health hubs where staff are encouraged to keep an eye on residents and intervene before they need front-line services. Chohan said: “This centre helps deal with social isolation,