Wealth Management
Why regulatory headwinds won’t kill wealth’s M&A boom in 2026
Dealmakers predict private equity will continue to pour into the space next year
‘The price tag of almost everything has increased’: How family offices are feeling the pinch
Small firms don’t have the advantages of scale to combat inflationary pressure on talent, access to data and other services, but AI might come to the rescue
7 min read
Citi’s James Holder: ‘We should all wave the flag for London a little bit more’
Emea private banking boss is rooting for the City but also sees the untapped potential of the Middle East
8 min read
How bosses at UBS, Citi, HSBC are embracing AI
Catch up on the top news in wealth management this week
4 min read
Wealth managers get to grip with AI: ‘The race is on to find efficiencies’
UBS, Citi Private Bank and HSBC’s wealth arm invest in training and mull use cases for new technology to cut costs and free up diaries
5 min read
Investors aren’t sold on Julius Baer’s transformation as shares continue to fall
Swiss wealth manager sees its shares fall 5% following interim statement, despite CEO Stefan Bollinger’s major revamp
3 min read
Citi’s Europe wealth boss backs Andy Sieg after conduct investigation
James Holder praises ‘driven and focused’ leader
3 min read
JPMorgan’s new UK private bank boss gets to work
Catch up on the top news in wealth management this week
3 min read
JPMorgan’s UK private banking boss aims to double business in five years
Maricé Brown tells FN the Wall Street giant’s hiring plans are ‘aggressive but doable’
3 min read
Deutsche Bank launches Greek wealth business with HSBC veteran at the helm
Senior private banker Konstadinos Hatzinikolis has been tapped to spearhead its dedicated Greek market coverage from Luxembourg
2 min read
Bain still in hunt for UK wealth firm Amber River as bidding continues
Three firms circle Amber River after first round of bids
2 min read
Evelyn Partners opens first round of bids as ‘Project Condor’ kicks off
Buyers have been set a deadline as one of the UK’s largest wealth managers fires the starting gun on a sale
Dame Alison Rose to chair FNZ’s UK board
Ex-NatWest chief lands another role after the Nigel Farage de-banking scandal
Deutsche Bank to roll out ‘banking butlers’ for affluent clients
AI enabled agents will be part of a €600m technology spend in the German lender’s wealth business
Why JPMorgan’s private banking boss has his sights set on Europe
Adam Tejpaul talks JPMorgan’s ‘extraordinary’ growth, and catering for the world’s wealthiest people
JPMorgan plans to hire 200 wealth advisers for its private bank next year
Lenders are jockeying for talent to capture wealthy clients
3 min read
Citi wealth exec jumps to JPMorgan
Paul Ferry, head of financial sector at Citi Private Bank, is the latest to join its Wall Street rival
2 min read
Why wealth manager shares have skyrocketed
Catch up on the top news in wealth management this week
3 min read
Which UK wealth manager is the best value play?
SJP, Quilter and Rathbones have racked up double-digit returns this year. But analysts still believe they have further to go
4 min read
Rathbones overhauls leadership team as new chief executive makes mark
FTSE 250 wealth manager is replacing three roles in its C-suite
2 min read