Wealth Management
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
2 min read
Inside UBS’s cross-selling wealth unit
Catch up on the top news in wealth management this week
3 min read
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
3 min read
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
2 min read
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
Raymond James hunts for new UK wealth boss as Paul Abberley exits
Kim Jenson will replace Charles Stanley veteran on an interim basis
1 min read
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
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
3 min read
Why StanChart wants private markets deals
Catch up on the top news in wealth management this week
3 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
Standard Chartered eyes private markets tie-ups in ultra high net worth push
Lender wants to ink deals with other ‘tier one managers’ to boost its investment club for the ultra wealthy
Julius Baer reshuffles top team again under new CEO Stefan Bollinger
The Swiss wealth manager has launched a new global products and solutions unit and re-organised its client business around three regions
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
Private bankers soothe rich over Trump tariffs: ‘We have intensified communication’
Multi-millionaires have sought extra hand-holding since the start of Donald Trump’s second administration
2 min read
UBP appoints UK chief as Kleinwort Hambros acquisition completes
Mouhammed Choukeir to lead Swiss lender’s wealth management business in the UK, Channel Islands, and Gibraltar
1 min read
Ex-Schroders UK boss James Rainbow joins SJP
St James’s Place hires senior wealth executive
1 min read
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
Deutsche Bank private banking boss Alessandro Caironi joins Swiss board following CEO change
Ex-Credit Suisse ultra high net worth boss joins leadership team as Clemens Kaiser named CEO in Switzerland
2 min read