Wealth management
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
3 min read
Standard Chartered raids Julius Baer for UAE private banking team
UK bank hires Yahya Ismail as its new Dubai-based Emea market head
1 min read
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
‘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
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
Ares opens Milan office in wealth push
FN revealed that the $546bn alternatives manager was mulling a move to Italy’s financial capital last year
2 min read
Citi names new UK private banking boss
Wall Street bank lines up successor for Jeremy Knowland, who is leaving the firm after two decades
2 min read
