Wealth Management
Goldman wealth boss: Clients should have ‘significant exposure’ to private assets
The Wall Street bank wants to scale in the UK, Robert Mullane tells FN, despite an exodus of wealthy non-doms
5 min read
Dubai’s growth spurt is feeling the pressure
Firms are rushing to the Middle East, but bankers, wealth managers and other finance execs who have moved there say some of the advantages have been overhyped
6 min read
Call in the consultants: Inside SJP’s stunning turnaround
Catch up on the top news in wealth management this week
4 min read
How SJP’s new boss called in the consultants and revamped the firm
A new CEO has made bold moves, but challenges remain for the wealth giant
4 min read
Julius Baer shutters Qatar office, prepares Abu Dhabi launch
The Swiss wealth manager is doubling down on UAE expansion 20 years after opening in Dubai
2 min read
Julius Baer CEO says no new job cuts planned, despite savings drive
But Ex-Goldman Sachs banker Stefan Bollinger did not rule out future job losses as he shaves an extra CHF130m in costs
3 min read
Why private equity’s wealth management push is stalling
Regulatory headwinds, ballooning debt burdens and sky-high valuations are giving buyers pause for thought
7 min read
Lombard Odier’s UK growth kick
Catch up on the top news in wealth management this week
2 min read
Hargreaves Lansdown chief Dan Olley exits after £5.4bn private equity takeover
Chair of transformation committee Richard Flint named as interim successor
2 min read
Lombard Odier ramps up hiring for UK wealth business
Swiss private bank plots strategic hires following move to new London headquarters
2 min read
Why wealth managers are flocking to Dubai
Top executives are following the wave of high net worth investor cash set to turn the United Arab Emirates into a $1.5tn market by 2028
7 min read
How much did CEOs at SJP, Rathbones and Quilter earn last year?
Catch up on the top news in wealth management this week
Standard Chartered raids Julius Baer for UAE private banking team
UK bank hires Yahya Ismail as its new Dubai-based Emea market head
Wealth manager Shackleton eyed takeover that could have tripled assets
Wealth manager could buy a number of firms larger than itself as it looks for a new owner, documents reveal
Who are the UK’s highest paid wealth bosses?
Chief executives at SJP, Quilter and Rathbones enjoyed a pay bump in 2024 but still lag Wall Street’s wealth bosses
Most Read
‘Big won’t always win’: Why Quilter Cheviot wants to be more like a private bank
Boss Andy McGlone says high-end planners running fewer accounts is the future of UK wealth
6 min read
Can SJP conquer Dubai?
Catch up on the top news in wealth management this week
3 min read
SJP wants 55 advisers in Dubai by year-end
The UK’s largest wealth manager opened its first Middle East office in 2023 and is pushing to expand
2 min read
Brooks Macdonald hires BlackRock executive in another leadership shakeup
Karen Charlery will join the London wealth manager as chief operating officer in June
1 min read
New SJP boss James Rainbow scoops £2m share award after giving up Schroders deal
Chief executive of SJP Wealth Management will have to stick with the firm for three years to collect over 200,000 vesting shares
2 min read
