Wealth management
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
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
Aberdeen sells financial planning business to Ascot Lloyd
Deal will help streamline the £518bn fund group
2 min read
Carlyle buys wealth giant Intelliflo
Private equity powerhouse targets the tech provider for its latest purchase
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
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
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
UBP’s private markets institutional boss exits for Danish infrastructure fund
Christoph Gantenbein will assist with the launch of Copenhagen Infrastructure Partners’ new Zurich office
2 min read
Deutsche Bank bolsters UK wealth arm with Citi and JPMorgan hires
German lender plots more hires as it looks to expand ultra high net worth team
2 min read
UBS embraces AI, tax expert slams widely-cited millionaire migration stats
Catch up on the biggest news in wealth management this week
5 min read
