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Wealth

Why wealth firms are flocking to ‘buzzing Milan’

Catch up on this week’s wealth management news

1 min read

UBS promotes Mercier in top UK wealth role after earlier reshuffle

The Swiss bank has seen a number of departures in its UK wealth division in recent months

1 min read

UBSwealth

Coutts hires ex-JPMorgan banker James Todd as next private client boss

Todd replaces Camilla Stowell who left the NatWest-owned wealth in January

2 min read

Shake-up of financial advice rules could trigger more wealth deals

If clients can accept more impersonal support, the FCA’s plans will transform the market

4 min read

Billionaire John Caudwell: ‘I’ll still build London’s most expensive homes despite UK wealth exodus’

Properties on Caudwell’s £2bn Mayfair development will start at £35m with three penthouses commanding the top £200m price tag

4 min read

Real estateWealthJohn Caudwell1 Mayfair
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Ex-HSBC wealth boss Spring to head up Allfunds

Funds platform hires banking veteran as new chief executive

1 min read

WealthHSBCOn the move

Julius Baer targets $159m cost savings in turnaround drive

Swiss wealth manager sets new cost-cutting targets

1 min read

Investec plans fresh UK push in wealth and corporate banking

The South Africa-headquartered bank has outlined new plans to bolster its City business

2 min read

HSBC plans 200 hires for UK wealth business

Adding headcount is part of the UK lender’s ambitions to become a top five wealth player and double assets to $100bn by 2028

4 min read

Trading Places: Point72, Caxton and T Rowe Price make hires

Find out who is on the move in the City and beyond this week

Trading Places: Deutsche Bank hires ECM veteran, Paul Weiss boosts London office

Find out who is on the move in the City and beyond this week

Raymond James hunts for new UK wealth boss as Paul Abberley exits

Kim Jenson will replace Charles Stanley veteran on an interim basis

Private equity firms to slow wealth deals after UK boom: ‘It’s been like stacking shelves’

Why a red-hot market might start to cool

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On the Move

On the Move

Sophie Kennedy: ‘Becoming CEO of a wealth manager at 33 didn’t faze me’

The co-CEO of EQ Investors has weathered Trump and the ESG backlash. Now comes another challenge as its founder considers selling the business

5 min read

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FCA plans Consumer Duty roadshow in wealth firm outreach

The regulator is set to host of series of events around the UK

2 min read

Shackleton sets deadline for first round bids as wealth manager’s sale talks continue

‘Britain’s wealth manager’ is looking for up to £600m for the business

2 min read

Private equity bought up UK wealth. Now it needs CEOs

Buyout firms are struggling to come to terms with leadership transition as the executives behind their investments move on

3 min read

Rathbones’ CEO Paul Stockton to retire

Stockton, who has been with the UK wealth firm for the past 16 years, will be replaced by Jonathan Sorrell

1 min read

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