Wealth management
Coutts CIO says UK can still compete with US for listings
The NatWest-owned private bank is ‘neutral’ on the UK after shifting £2bn of client funds from British blue chips last year
4 min read
Citi investigates wealth head Andy Sieg following HR complaints
Ex-Merrill Lynch wealth boss has been accused of intimidating and sidelining employees at the Wall Street bank
3 min read
Carlyle buys wealth giant Intelliflo
Private equity powerhouse targets the tech provider for its latest purchase
2 min read
Evelyn Partners’ private equity backers target NatWest and RBC for potential sale
Evercore has been called to advise on the deal which could value the UK wealth manager at £2.5bn
3 min read
Deutsche Bank wants more UK private bankers
Catch up on the top news in wealth management this week
2 min read
Deutsche Bank UK wealth boss on hiring spree: ‘We’re not looking to be a bums-on-seats-type buildout’
German lender’s UK private bank has tripled in size since ex-UBS exec James Whittaker took the helm
4 min read
Barclays wealth CEO Sasha Wiggins to chair chancellor’s retail investment campaign
Multi-year initiative was unveiled in Rachel Reeves’ Leeds Reforms to jumpstart growth in the UK
2 min read
Aviva claims title of top UK wealth player as assets surge above £200bn
Insurance giant dethrones SJP and is ‘on track’ to double profit in its wealth arm by 2027
2 min read
UBP’s private markets institutional boss exits for Danish infrastructure fund
Christoph Gantenbein will assist with the launch of Copenhagen Infrastructure Partners’ new Zurich office
2 min read
Deutsche Bank bolsters UK wealth arm with Citi and JPMorgan hires
German lender plots more hires as it looks to expand ultra high net worth team
2 min read
UBS embraces AI, tax expert slams widely-cited millionaire migration stats
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5 min read
UBS hires JPMorgan private banker for global cross-divisional wealth team
Stephanie Khalef-Wassmer will join as a London-based client adviser later this month
UBS’s Rob Karofsky on using AI to boost US wealth arm: ‘60% of our efforts are focused on productivity’
Swiss wealth giant is using AI to speed up admin tasks and generate prompts for advisers to have more ‘focused’ conversations with clients
Quilter assets rebound to £123bn after Trump tariff hit
Advice giant sees £4.5bn of net inflows during the first six months of 2025, up 160% on the previous year
Octopus buys Virgin Money investment arm to accelerate wealth push
Octopus Money eyes greater foothold in the UK’s direct-to-consumer market
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HSBC hires UBS’s marketing chief John McDonald as it doubles down on wealth
British bank is planning to make 200 hires for its UK wealth business this year
2 min read
Ares’ Mark Serocold: ‘There is nothing stopping us doing what Blackstone did in wealth’
Private credit giant’s Emea wealth boss has led onshore pushes into Italy and Switzerland
5 min read
UBS’s $5tn ambition, SJP CEO says ‘farewell’ to advisers
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3 min read
SJP CEO: ‘We will say farewell to those who aren’t match fit’
Britain’s biggest wealth manager starts culling advisers in its ‘partnership’ as part of a productivity review
3 min read
SJP hits record £199bn of assets ahead of new charges roll out
UK wealth giant attracts £3.8bn of net inflows over the first six months of 2025, double the year before
3 min read
