Wealth management
UBS’s $5tn ambition, SJP CEO says ‘farewell’ to advisers
Catch up on the top news in wealth management this week
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
UBS’s wealth arm attracts $55bn in first half of 2025 despite ‘extreme’ volatility
US wealth business sees drop in net new assets in the second quarter, while wealthy investors pour money into Asia and Emea
3 min read
Rathbones launches £50m share buyback
UK wealth manager prepares for new growth era as long-time chief executive Paul Stockton steps down
3 min read
Wealth firms, private banks giddy about Italian onshore push: ‘Milan is buzzing’
Julius Baer and Ares Management are among firms that have established a presence in Milan this year to tap into the booming wealth market
3 min read
Meet the best of wealth management, SJP’s new fees
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4 min read
Coutts appoints Dame Anne Richards as next chair
Ex-Fidelity chief succeeds Lord Philip Remnant who will retire later this year
2 min read
Who are the top bosses in wealth management?
Seven senior leaders in the sector feature in FN’s Most Influential in European Finance 2025 list
1 min read
Citi, JPMorgan wealth arms enjoy double-digit revenue growth despite volatile quarter
Restructuring efforts begin to pay off but firms are still playing catch up with Morgan Stanley and Bank of America
3 min read
SJP wealth boss James Rainbow ‘100% confident’ advisers understand new charges
Wealth giant has ‘resourced up’ to make sure clients and advisers get to grips with revamped fee model
3 min read
SJP targets end of August for roll out of ‘simpler’ fee structure
Britain’s biggest wealth manager says majority of its clients will benefit from lower charges after fee model overhaul
RBC Brewin Dolphin veterans exit to set up private wealth business
Execs from high net worth brand 1762, which was scrapped last year, leave wealth manager to launch challenger Cauvery Wealth
EFG’s UK boss on ‘strategic’ hiring after Credit Suisse collapse
Christian Berchem says Swiss private bank has been winning market share from competitors in the UK where it is vying to become one of the top advisers
Coutts plots growth push with JPMorgan private bankers
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Coutts raids JPMorgan’s private bank for CFO hire
Betsy Munro is the second senior private banker the NatWest-owned wealth firm has poached from the Wall Street firm this week
1 min read
JPMorgan-owned Nutmeg posts £40m loss
Robo-adviser hit by rising costs as assets hit £7.4bn
2 min read
SJP, Rathbones sour on US as Trump’s tariff deadline looms
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2 min read
Wealth managers retreat from US stocks amid Trump tariff uncertainty
Rathbones and SJP keep a lid on US allocations as 9 July deadline for tariff negotiations looms
3 min read
JPMorgan UK private banker exits as senior reshuffle continues
James Todd is the latest executive to leave the Wall Street firm’s UK private bank
1 min read
