Wealth Management
Hargreaves Lansdown glitch leaves thousands of clients with incorrect balances
Catch up on the top news in wealth management this week
3 min read
Citi CEO stands by wealth boss Andy Sieg after conduct probe
Jane Fraser says she is ‘comfortable’ with the findings of an internal investigation into the global wealth chief’s behaviour
2 min read
Barclays taps McKinsey partner to lead mass affluent business
Consulting giant loses European wealth and asset management practice co-head
2 min read
FN Wealth Management is turning one
Make sure you’re signed up to catch the latest news and big-name interviews
1 min read
US firms eye more UK wealth M&A: ‘There’s appetite for the upper end of the market’
Corient’s double swoop on Stonehage Fleming and Stanhope shows demand in the sector remains red hot
5 min read
Copper Street Capital sounds out buyers for wealth firm One Four Nine
The private equity house has returned to market after a string of acquisitions for its advice consolidator
2 min read
Why a bank might be the perfect buyer for Evelyn
Catch up on the top news in wealth management this week
4 min read
Bank of America targets ultra wealthy with private asset perks
Expanded private markets programme is available for clients with a net worth of $50m or above
2 min read
Rothschild snags UBS’s UK high net worth boss Chris Oliver
Oliver will co-lead Rothschild & Co’s UK wealth management front office alongside Peter Hindle
2 min read
Evelyn Partners to kick off sale process next month
Bankers at Evercore are sounding out major banks and other potential buyers for the wealth giant
2 min read
Brooks Macdonald fails to stem outflows as clients withdraw £400m
But total assets hit £19.2bn as UK wealth manager strikes a string of M&A deals and enjoys positive performance
2 min read
Rothschild snaps up LLB’s Middle East subsidiary to woo wealth clients
Referral agreement with Liechtensteinische Landesbank could boost Rothschild’s wealth business in the region by 1bn Swiss francs
US wealth firm Corient buys Stonehage Fleming and Stanhope Capital
Tie-up creates a $430bn ultra high net worth wealth manager
JPMorgan promotes senior private banker Folarin Oyeleye to head of Emea lending
A shake-up of the Wall Street firm’s UK private banking team continues
Pictet’s assets slide but cost-cutting delivers profit boost
Swiss private bank said assets under management dropped 2% from the end of December
Why Carlyle’s Intelliflo acquisition is a bum deal for Invesco
Catch up on the top news in wealth management this week
3 min read
Citi veteran Selim Elgen joins JPMorgan’s private bank in Dubai
Senior private banker heads to new employer after three decades
2 min read
Scrap inheritance tax to curb UK wealth exodus, says buyout tycoon Guy Hands
Guernsey-based private equity baron compares UK to a ‘failing business’
3 min read
SJP’s £80bn success story
Catch up on the top news in wealth management this week
3 min read
SJP plots fund manager hires as Polaris range hits £80bn
Less than three years after launching, the wealth giant’s multi-asset fund range has overtaken rivals like Vanguard
3 min read