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Wealth management

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

newsJulius Baerwealth management

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

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

newsHargreavesAsset ManagementWealth Management

Lombard Odier ramps up hiring for UK wealth business

Swiss private bank plots strategic hires following move to new London headquarters

2 min read

Most Influential in European Finance

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Most Influential in European Finance

Clare Dickinson

Clare Dickinson

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An Audience With

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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

newswealth managementDubaiSt James’s PlaceRothschildUBSMorningstarQuilter

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

3 min read

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

5 min read

‘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

Can SJP conquer Dubai?

Catch up on the top news in wealth management this week

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

Brooks Macdonald hires BlackRock executive in another leadership shakeup

Karen Charlery will join the London wealth manager as chief operating officer in June

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On the Move

On the Move

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

newswealth managementSchrodersSt James’s Place

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

FN Law

FN Law