August 26, 2026

Wealth Management

Wealth Management

JR Wealth Management Launches New Reputation Protection and Strategic Response Service

New service helps professionals and businesses assess, protect and rebuild their most valuable asset – their reputation. NEW YORK, Aug. 18, 2026 (GLOBE NEWSWIRE) — In an era where a digital footprint often precedes a physical introduction, JR Wealth Management (JRWM) has launched a new service focused on helping individuals, professionals and businesses respond strategically

Read More
Wealth Management

Why tax-smart portfolio design is the new advantage for advisors

Open this photo in gallery: iStockPhoto / Getty Images Strong investment returns matter, but what clients ultimately keep is what truly counts. That’s why forward-thinking advisors are increasingly incorporating tax-aware portfolio construction into every investment decision. Doing so can make a huge difference to clients’ bottom lines while differentiating an advisor’s practice. “The advisors gaining

Read More
Wealth Management

UK’s largest wealth firms tighten their hold on the market

Tuesday 18 August 2026 12:38 pm Wealth managers are swallowing up the UK customer base The ten largest wealth firms in the UK have expanded their grip on the market, serving nearly the entirety of the country’s client base. The firms served up to 89 per cent of the discretionary client base in the previous

Read More
Wealth Management

Separately Managed Accounts Reshape Advisor Practices

For decades, financial advisors have competed on investment performance. The conversation centered on selecting the right mutual funds, identifying the best managers and building diversified portfolios capable of outperforming market benchmarks. While those responsibilities remain important, the definition of value is changing. Today’s clients expect more than market exposure. They expect investment portfolios tailored to

Read More
Wealth Management

Titan Wealth acquires Channel Islands tax firm

Titan Wealth has acquired Channel Islands tax advisory firm LTS Tax, expanding its specialist cross-border tax capabilities. The deal, subject to regulatory approval, follows Titan Wealth’s recently announced acquisition of Progeny International. LTS provides UK, Jersey and Guernsey tax advisory and compliance services, including personal and corporate taxation, trust taxation, inheritance tax planning, wealth structuring,

Read More
Wealth Management

The worst cereals for your gut health (and what to eat instead)

1. Choose wisely – or mix your cereals For the best gut health effects, pick one of the top ranking cereals, Dr Amati says – ideally one with more than 6g of fibre and less than 5g of sugar per 100g. “Once you recognise which cereals have a better nutritional profile, you can mix them

Read More
Wealth Management

Wealth is spreading beyond India’s metros: Julius Baer India

Julius Baer, one of the world’s oldest wealth management firms, has had a presence in India for nearly 30 years. The bank currently operates across seven cities and employs close to 300 people in the country. Globally, Julius Baer has a 135-year history and is one of the world’s largest pure-play wealth managers, with assets

Read More
Wealth Management

Waterfield Advisors founder Soumya Rajan on how true wealth management transcends investment strategy

Wealth management is often reduced to simply choosing the right financial products for a portfolio and tracking short-term returns. But, true advisory extends far deeper into family governance, legacy stewardship and long-term values. This core philosophy took centre stage in the latest episode of Let’s Mint Money, brought to you by Waterfield Advisors and Mint,

Read More
Wealth Management

Next Generation Advisers: Meet Northwood Wealth Management’s Danielle Pearce

Today, Pearce is a financial adviser, but she did not originally set out to become one. She was training as a pilot when she first entered financial services almost by accident, taking an admin and client servicing job as a practical way to earn while she pursued her flying ambitions. With a strong background in

Read More
Wealth Management

Labuan IBFC Inc., ASAS and STEP Malaysia strengthen Islamic wealth planning practices

Joint initiative highlights integrated approaches to wealth planning, succession and cross-border solutions KUALA LUMPUR, Malaysia, Aug. 13, 2026 /PRNewswire/ — Labuan IBFC Incorporated Sdn Bhd (Labuan IBFC Inc.), the official marketing agency for Labuan International Business and Financial Centre (Labuan IBFC), together with the Association of Shariah Advisors in Islamic Finance Malaysia (ASAS) and the

Read More