Wealth Management
Shake-up of financial advice rules could trigger more wealth deals
If clients can accept more impersonal support, the FCA’s plans will transform the market
4 min read
Billionaire John Caudwell: ‘I’ll still build London’s most expensive homes despite UK wealth exodus’
Properties on Caudwell’s £2bn Mayfair development will start at £35m with three penthouses commanding the top £200m price tag
4 min read
Trading places: UBS, Lazard and DWS make hires
Find out who is on the move in the City and beyond this week
3 min read
SJP, Rathbones sour on US as Trump’s tariff deadline looms
Catch up on the top news in wealth management this week
2 min read
Wealth managers retreat from US stocks amid Trump tariff uncertainty
Rathbones and SJP keep a lid on US allocations as 9 July deadline for tariff negotiations looms
3 min read
JPMorgan UK private banker exits as senior reshuffle continues
James Todd is the latest executive to leave the Wall Street firm’s UK private bank
1 min read
Ares hires ex-Goldman Sachs exec to lead Italian wealth business
Alessandro Verdirrame will be based in private credit giant’s new Milan office
1 min read
EFG UK boss: Rich Americans are interested in the UK
Catch up on the top news in wealth management this week
2 min read
Trading Places: Citi’s Diamandakis lands at JPMorgan, UBS shakes up investment bank leaders
Find out who is on the move in the City and beyond this week
3 min read
EFG UK chief sees ‘clear interest’ from wealthy Americans contemplating UK move
Non-dom exodus is happening, but ‘there’s more to London than taxes,’ says ex-Credit Suisse veteran Christian Berchem
3 min read
Barclays poaches Citi managing director for wealth private credit push
Dale Walsh will accelerate growth of the private bank and wealth management’s lending business
1 min read
Meet the female banker taking over JPMorgan’s UK private bank
Catch up on the top news in wealth management this week
Who is JPMorgan’s new UK private banking boss?
Maricé Brown is ‘JPMorgan through and through’ but is an unfamiliar name in the City
Ares launches first ever ELTIF as wealth push ramps up
A semi-liquid version of the private credit giant’s $3bn European Strategic Income fund will be aimed at wider pool of affluent investors
JPMorgan overhauls top private banking team in Emea
Emea private bank CEO Pablo Garnica says new structure will help ‘maximise opportunities’ in the region
JPMorgan picks LatAm exec to lead UK private banking after Gregson exit
Maricé Brown to take over following Oliver Gregson’s departure to fund giant Schroders
2 min read
Rich Americans look to London as UK battles non-dom exodus
Roughly 14,000 millionaires left the UK in 2024, but there’s been a ‘significant increase’ in enquiries from wealthy US families willing to take a chance on the City
4 min read
UK wealth firm in the spotlight after bogus banker story
Catch up on the top news in wealth management this week
4 min read
UBS UK high net worth boss Chris Oliver resigns
Global family office boss Michel Frey to take on new City role
1 min read
UK wealth firm Saltus distances itself from faked Telegraph banker sob story
The wealth manager was namechecked in a now-deleted story about an investment banker who couldn’t afford five holidays after Labour’s private school tax raid
4 min read