Wealth
Sophie Kennedy: ‘Becoming CEO of a wealth manager at 33 didn’t faze me’
The co-CEO of EQ Investors has weathered Trump and the ESG backlash. Now comes another challenge as its founder considers selling the business
5 min read
FCA plans Consumer Duty roadshow in wealth firm outreach
The regulator is set to host of series of events around the UK
2 min read
Shackleton sets deadline for first round bids as wealth manager’s sale talks continue
‘Britain’s wealth manager’ is looking for up to £600m for the business
2 min read
Private equity bought up UK wealth. Now it needs CEOs
Buyout firms are struggling to come to terms with leadership transition as the executives behind their investments move on
3 min read
Rathbones’ CEO Paul Stockton to retire
Stockton, who has been with the UK wealth firm for the past 16 years, will be replaced by Jonathan Sorrell
1 min read
Impax general counsel and strategy head exit as 30 staff axed
Job cuts have fallen across the business, insiders say
3 min read
Coutts’ Camilla Stowell joins Rathbones as wealth CEO
Stowell, who survived the Nigel Farage debanking scandal, will lead Rathbones’ investment management and financial planning divisions
2 min read
Aviva eyes future wealth growth as profit rises 29%
Insurance and investment giant says more spending planned
1 min read
Ascot Lloyd overhauls fee model in brand refresh
Private equity-backed wealth manager brings in consultants for ‘transformation project’
2 min read
JPMorgan UK private banking boss Oliver Gregson heads to Schroders
Gregson will become Schroders’s CEO of wealth management on 2 June as as Mary-Anne Daly steps back
2 min read
WH Ireland gives up Henley office in battle for profit
Troubled wealth firm strikes marketing deal with peer in latest turnaround effort
JPMorgan UK private banking boss Oliver Gregson exits
Emea private bank CEO Pablo Garnica will take over as UK interim boss until a successor is lined up
Private equity-backed wealth manager Shackleton sounds out buyers
Brokers have approached potential suitors as firm run by former Quilter boss looks to cash in after rebrand
Ascot Lloyd axes controversial deal structure after conflict of interest concerns
Wealth M&A is in the spotlight as rapid consolidation continues
Most Read
Citi goes back to the wealth drawing board
Catch up on the top news in wealth management this week
3 min read
Trading Places: Goldman Sachs shuffles leaders, Panmure Liberum and Davy cut jobs
Find out who is on the move in the City and beyond this week
3 min read
BlackRock launches private markets funds for wealthy investors
The asset management giant is making a major private markets drive
2 min read
SJP chief Mark FitzPatrick’s first year in charge: Job cuts, a new top team and fee overhaul
Ex-Prudential chief took the reins at one of the most challenging periods in the wealth giant’s 33-year run
9 min read
Job cuts at SJP, Rathbones and HSBC shake-up wealth teams
This week’s wealth management stories all in one place
2 min read
