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Wealth management

Ares opens Milan office in wealth push

FN revealed that the $546bn alternatives manager was mulling a move to Italy’s financial capital last year

2 min read

Citi names new UK private banking boss

Wall Street bank lines up successor for Jeremy Knowland, who is leaving the firm after two decades

2 min read

newswealth managementprivate bankingCitigroup

Rathbones’ assets fell 5% to £104bn ahead of tariff turmoil

Chief executive Paul Stockton hints at further cost cuts amid heightened market volatility

2 min read

newswealth managementRathbones

Citi hires JPMorgan veteran for wealth business

Russell Budnick joins Citi Wealth as global head of capital markets

1 min read

Most Influential in European Finance

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Most Influential in European Finance

David Ricketts

David Ricketts

Check out FN's latest profiles

An Audience With

Check out FN's latest profiles

Top HSBC private banker to exit after restructure

Caroline Kitidis set to depart as the UK lender scraps her role

2 min read

newsHSBCprivate bankingwealth management

Who owns the UK’s wealth managers?

Star manager Nick Train has bet big on the sector, while Norway’s sovereign wealth fund and Scottish group Baillie Gifford have stakes in wealth giant SJP

4 min read

FCA scraps SDR rollout for wealth managers

Watchdog leaves portfolio managers in limbo after indefinitely postponing SDR

2 min read

Quilter Cheviot veteran Alan McIntosh returns to the fold as Europe CIO

McIntosh comes out of retirement to succeed Donnacha Fox who died unexpectedly earlier this year

Inside UBS’s cross-selling wealth unit

Catch up on the top news in wealth management this week

UBS executives: Wealth ‘referral awards’ don’t work

Swiss firm set up cross-divisional wealth unit last summer as rivals tempt dealmakers with bonuses to refer rich clients

Citi strikes partnership with Palantir to bolster wealth tech

Wall Street bank says tie-up with data intelligence firm will ‘modernise’ how it leverages data, streamline onboarding and help with account management

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On the Move

On the Move

Brooks Macdonald’s assets hit £19bn despite persistent outflows

CEO Andrea Montague promises return to positive flows later this year despite increased volatility from Trump’s tariffs

2 min read

newsBrooks Macdonaldwealth management

Coutts reshuffles board with Barclays and UBS wealth veterans

Patrice McDonald and Jakob Stott join the NatWest-owned wealth firm’s board

2 min read

Julius Baer CEO Stefan Bollinger: Cost cuts won’t be felt until 2026

Ex-Goldman banker says headcount reduction was ‘unavoidable’ to ensure Swiss wealth manager is fit for the future

2 min read

Who are wealth management’s Rising Stars?

Four up-and-comers have been spotlighted in FN’s Rising Stars of European Finance 2025 list

1 min read

FN Law

FN Law