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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

newswealth managementUBSCitigroupPrivate EquityM&A

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

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Most Influential in European Finance

Kristen McGachey

Kristen McGachey

Check out FN's latest profiles

An Audience With

Check out FN's latest profiles

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

wealth managementCouttsUBSJPMorganBarclays

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

Hg tops $1bn in wealth fund push

UK buyout shop plans more hires for global wealth business

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

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On the Move

On the Move

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

wealth managementDonald TrumptariffsDeutsche Bankprivate banking

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

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

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