Wealth Management
UK wealth firm in the spotlight after bogus banker story
Catch up on the top news in wealth management this week
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
Quilter Cheviot CEO Andy McGlone steps down
Ex-HSBC private banking executive John Goddard to take the reins of wealth manager
1 min read
Ex-HSBC wealth boss Spring to head up Allfunds
Funds platform hires banking veteran as new chief executive
1 min read
Goldman wealth boss: Clients should have ‘significant exposure’ to private assets
The Wall Street bank wants to scale in the UK, Robert Mullane tells FN, despite an exodus of wealthy non-doms
6 min read
Dubai’s growth spurt is feeling the pressure
Firms are rushing to the Middle East, but bankers, wealth managers and other finance execs who have moved there say some of the advantages have been overhyped
6 min read
Call in the consultants: Inside SJP’s stunning turnaround
Catch up on the top news in wealth management this week
4 min read
How SJP’s new boss called in the consultants and revamped the firm
A new CEO has made bold moves, but challenges remain for the wealth giant
4 min read
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
Julius Baer targets $159m cost savings in turnaround drive
Swiss wealth manager sets new cost-cutting targets
Why private equity’s wealth management push is stalling
Regulatory headwinds, ballooning debt burdens and sky-high valuations are giving buyers pause for thought
Hargreaves Lansdown chief Dan Olley exits after £5.4bn private equity takeover
Chair of transformation committee Richard Flint named as interim successor
Lombard Odier ramps up hiring for UK wealth business
Swiss private bank plots strategic hires following move to new London headquarters
2 min read
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
Trading Places: Citi poaches Sankey, A&O Shearman re-hires Knighton
Find out who is on the move in the City and beyond this week
3 min read
How much did CEOs at SJP, Rathbones and Quilter earn last year?
Catch up on the top news in wealth management this week
3 min read
Investec plans fresh UK push in wealth and corporate banking
The South Africa-headquartered bank has outlined new plans to bolster its City business
2 min read