Wealth Management
FCA consolidator review due within weeks as private equity deals put to the test
Buyouts in the wealth management sector are being put under the microscope by the regulator with a verdict due as soon as next month
5 min read
Monument Bank has not ruled out London listing, CEO says
Ian Rand says UK challenger bank ‘absolutely’ sees IPO as an exit strategy in the coming years
4 min read
Coutts’ Fahad Kamal: Being overweight US stocks is worth the risk
The chief investment officer of private bank Coutts has adopted a more global approach, but hasn’t given up on the UK just yet
5 min read
Hargreaves Lansdown glitch leaves thousands of clients with incorrect balances
Catch up on the top news in wealth management this week
3 min read
Citi CEO stands by wealth boss Andy Sieg after conduct probe
Jane Fraser says she is ‘comfortable’ with the findings of an internal investigation into the global wealth chief’s behaviour
2 min read
Barclays taps McKinsey partner to lead mass affluent business
Consulting giant loses European wealth and asset management practice co-head
2 min read
Why a bank might be the perfect buyer for Evelyn
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4 min read
Bank of America targets ultra wealthy with private asset perks
Expanded private markets programme is available for clients with a net worth of $50m or above
2 min read
Rothschild snags UBS’s UK high net worth boss Chris Oliver
Oliver will co-lead Rothschild & Co’s UK wealth management front office alongside Peter Hindle
2 min read
Brooks Macdonald fails to stem outflows as clients withdraw £400m
But total assets hit £19.2bn as UK wealth manager strikes a string of M&A deals and enjoys positive performance
2 min read
Rothschild snaps up LLB’s Middle East subsidiary to woo wealth clients
Referral agreement with Liechtensteinische Landesbank could boost Rothschild’s wealth business in the region by 1bn Swiss francs
2 min read
US wealth firm Corient buys Stonehage Fleming and Stanhope Capital
Tie-up creates a $430bn ultra high net worth wealth manager
JPMorgan promotes senior private banker Folarin Oyeleye to head of Emea lending
A shake-up of the Wall Street firm’s UK private banking team continues
Pictet’s assets slide but cost-cutting delivers profit boost
Swiss private bank said assets under management dropped 2% from the end of December
Why Carlyle’s Intelliflo acquisition is a bum deal for Invesco
Catch up on the top news in wealth management this week
Most Read
Citi veteran Selim Elgen joins JPMorgan’s private bank in Dubai
Senior private banker heads to new employer after three decades
2 min read
SJP’s £80bn success story
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3 min read
SJP plots fund manager hires as Polaris range hits £80bn
Less than three years after launching, the wealth giant’s multi-asset fund range has overtaken rivals like Vanguard
3 min read
Coutts CIO says UK can still compete with US for listings
The NatWest-owned private bank is ‘neutral’ on the UK after shifting £2bn of client funds from British blue chips last year
4 min read
Citi investigates wealth head Andy Sieg following HR complaints
Ex-Merrill Lynch wealth boss has been accused of intimidating and sidelining employees at the Wall Street bank
3 min read
