Wealth management
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
3 min read
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
2 min read
Pictet’s assets slide but cost-cutting delivers profit boost
Swiss private bank said assets under management dropped 2% from the end of December
2 min read
Why Carlyle’s Intelliflo acquisition is a bum deal for Invesco
Catch up on the top news in wealth management this week
3 min 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
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
Aberdeen sells financial planning business to Ascot Lloyd
Deal will help streamline the £518bn fund group
Carlyle buys wealth giant Intelliflo
Private equity powerhouse targets the tech provider for its latest purchase
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Evelyn Partners’ private equity backers target NatWest and RBC for potential sale
Evercore has been called to advise on the deal which could value the UK wealth manager at £2.5bn
3 min read
Deutsche Bank wants more UK private bankers
Catch up on the top news in wealth management this week
2 min read
Deutsche Bank UK wealth boss on hiring spree: ‘We’re not looking to be a bums-on-seats-type buildout’
German lender’s UK private bank has tripled in size since ex-UBS exec James Whittaker took the helm
4 min read
Barclays wealth CEO Sasha Wiggins to chair chancellor’s retail investment campaign
Multi-year initiative was unveiled in Rachel Reeves’ Leeds Reforms to jumpstart growth in the UK
2 min read
Aviva claims title of top UK wealth player as assets surge above £200bn
Insurance giant dethrones SJP and is ‘on track’ to double profit in its wealth arm by 2027
2 min read
