Wealth management
Citi, JPMorgan wealth arms enjoy double-digit revenue growth despite volatile quarter
Restructuring efforts begin to pay off but firms are still playing catch up with Morgan Stanley and Bank of America
3 min read
SJP wealth boss James Rainbow ‘100% confident’ advisers understand new charges
Wealth giant has ‘resourced up’ to make sure clients and advisers get to grips with revamped fee model
3 min read
SJP targets end of August for roll out of ‘simpler’ fee structure
Britain’s biggest wealth manager says majority of its clients will benefit from lower charges after fee model overhaul
3 min read
RBC Brewin Dolphin veterans exit to set up private wealth business
Execs from high net worth brand 1762, which was scrapped last year, leave wealth manager to launch challenger Cauvery Wealth
3 min read
EFG’s UK boss on ‘strategic’ hiring after Credit Suisse collapse
Christian Berchem says Swiss private bank has been winning market share from competitors in the UK where it is vying to become one of the top advisers
5 min read
Coutts plots growth push with JPMorgan private bankers
Catch up on the top news in wealth management this week
4 min read
Coutts raids JPMorgan’s private bank for CFO hire
Betsy Munro is the second senior private banker the NatWest-owned wealth firm has poached from the Wall Street firm this week
1 min read
JPMorgan-owned Nutmeg posts £40m loss
Robo-adviser hit by rising costs as assets hit £7.4bn
2 min read
SJP, Rathbones sour on US as Trump’s tariff deadline looms
Catch up on the top news in wealth management this week
2 min read
Wealth managers retreat from US stocks amid Trump tariff uncertainty
Rathbones and SJP keep a lid on US allocations as 9 July deadline for tariff negotiations looms
3 min read
JPMorgan UK private banker exits as senior reshuffle continues
James Todd is the latest executive to leave the Wall Street firm’s UK private bank
1 min read
Ares hires ex-Goldman Sachs exec to lead Italian wealth business
Alessandro Verdirrame will be based in private credit giant’s new Milan office
EFG UK boss: Rich Americans are interested in the UK
Catch up on the top news in wealth management this week
Trading Places: Citi’s Diamandakis lands at JPMorgan, UBS shakes up investment bank leaders
Find out who is on the move in the City and beyond this week
EFG UK chief sees ‘clear interest’ from wealthy Americans contemplating UK move
Non-dom exodus is happening, but ‘there’s more to London than taxes,’ says ex-Credit Suisse veteran Christian Berchem
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Barclays poaches Citi managing director for wealth private credit push
Dale Walsh will accelerate growth of the private bank and wealth management’s lending business
1 min read
Meet the female banker taking over JPMorgan’s UK private bank
Catch up on the top news in wealth management this week
2 min read
Who is JPMorgan’s new UK private banking boss?
Maricé Brown is ‘JPMorgan through and through’ but is an unfamiliar name in the City
3 min read
Ares launches first ever ELTIF as wealth push ramps up
A semi-liquid version of the private credit giant’s $3bn European Strategic Income fund will be aimed at wider pool of affluent investors
3 min read
JPMorgan overhauls top private banking team in Emea
Emea private bank CEO Pablo Garnica says new structure will help ‘maximise opportunities’ in the region
3 min read
