Wealth
Inside UBS’s mission to become a $5tn wealth manager: ‘We’re only beginning to flex our muscles’
The bank has ceded little ground in its home market since it took over Credit Suisse, but it is still struggling to hit its stride in the all-important US market
9 min read
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
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
Trading places: UBS, Lazard and DWS make hires
Find out who is on the move in the City and beyond this week
3 min read
Ex-HSBC wealth boss Spring to head up Allfunds
Funds platform hires banking veteran as new chief executive
1 min read
Julius Baer targets $159m cost savings in turnaround drive
Swiss wealth manager sets new cost-cutting targets
1 min read
Trading Places: Citi poaches Sankey, A&O Shearman re-hires Knighton
Find out who is on the move in the City and beyond this week
3 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
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
Most 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
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
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
