Wealth management
UBS embraces AI, tax expert slams widely-cited millionaire migration stats
Catch up on the biggest news in wealth management this week
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
2 min read
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
3 min read
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
3 min read
Octopus buys Virgin Money investment arm to accelerate wealth push
Octopus Money eyes greater foothold in the UK’s direct-to-consumer market
2 min read
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
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
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
Meet the best of wealth management, SJP’s new fees
Catch up on the top news in wealth management this week
Coutts appoints Dame Anne Richards as next chair
Ex-Fidelity chief succeeds Lord Philip Remnant who will retire later this year
Most 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
3 min read
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
3 min read
