Wealth management
Why a bank might be the perfect buyer for Evelyn
Catch up on the top news in wealth management this week
4 min read
Bank of America targets ultra wealthy with private asset perks
Expanded private markets programme is available for clients with a net worth of $50m or above
2 min read
Rothschild snags UBS’s UK high net worth boss Chris Oliver
Oliver will co-lead Rothschild & Co’s UK wealth management front office alongside Peter Hindle
2 min read
Brooks Macdonald fails to stem outflows as clients withdraw £400m
But total assets hit £19.2bn as UK wealth manager strikes a string of M&A deals and enjoys positive performance
2 min read
Rothschild snaps up LLB’s Middle East subsidiary to woo wealth clients
Referral agreement with Liechtensteinische Landesbank could boost Rothschild’s wealth business in the region by 1bn Swiss francs
2 min read
US wealth firm Corient buys Stonehage Fleming and Stanhope Capital
Tie-up creates a $430bn ultra high net worth wealth manager
3 min read
JPMorgan promotes senior private banker Folarin Oyeleye to head of Emea lending
A shake-up of the Wall Street firm’s UK private banking team continues
2 min read
Pictet’s assets slide but cost-cutting delivers profit boost
Swiss private bank said assets under management dropped 2% from the end of December
2 min read
Why Carlyle’s Intelliflo acquisition is a bum deal for Invesco
Catch up on the top news in wealth management this week
3 min read
Citi veteran Selim Elgen joins JPMorgan’s private bank in Dubai
Senior private banker heads to new employer after three decades
2 min read
SJP’s £80bn success story
Catch up on the top news in wealth management this week
3 min read
SJP plots fund manager hires as Polaris range hits £80bn
Less than three years after launching, the wealth giant’s multi-asset fund range has overtaken rivals like Vanguard
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
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
Aberdeen sells financial planning business to Ascot Lloyd
Deal will help streamline the £518bn fund group
Most 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
