Wealth Management
Brooks Macdonald assets hit £19bn despite persistent outflows
CEO Andrea Montague promises return to positive flows later this year despite increased volatility from Trump’s tariffs
Hg tops $1bn in wealth fund push
UK buyout shop plans more hires for global wealth business
2 min read
Julius Baer reshuffles top team again under new CEO Stefan Bollinger
The Swiss wealth manager has launched a new global products and solutions unit and re-organised its client business around three regions
3 min read
Private bankers soothe rich over Trump tariffs: ‘We have intensified communication’
Multi-millionaires have sought extra hand-holding since the start of Donald Trump’s second administration
2 min read
Ex-Schroders UK boss James Rainbow joins SJP
St James’s Place hires senior wealth executive
1 min read
Deutsche Bank private banking boss Alessandro Caironi joins Swiss board following CEO change
Ex-Credit Suisse ultra high net worth boss joins leadership team as Clemens Kaiser named CEO in Switzerland
2 min read
Wanted: more private bankers at HSBC
Catch up on the top news in wealth management this week
3 min read
London & Capital rebrands after Waverton merger
£21bn wealth manager to be renamed W1M to help avoid confusion with an infamous mini-bond provider
3 min read
Test
2 min read
SJP’s comms catch and an IFA accounts blunder: FN wealth this week
Catch up on the top news in wealth management this week
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
Brooks Macdonald backer Octopus Investments dumps most of 14% stake
Jupiter and Gresham House’s fund arm snap up shares in wealth firm after a £10m share buyback
Rathbones profit spikes 70% after Investec Wealth & Investment merger
FTSE 250 firm sees total assets hit £109bn despite being stung by outflows
Evelyn Partners sells accounting arm to Apax for £700m
Months-long bidding war for Evelyn Partners’ professional services business draws to a close
2 min read
European wealth managers pile into active ETF craze
Fund selectors and private banks are planning to allocate more cash to trendy vehicles at the expense of traditional active funds
3 min read
Musical chairs at Citi, JPMorgan and HSBC: FN wealth this week
Catch up on the top news in wealth management this week
4 min read
SJP hits record £190.2bn in assets but net inflows continue to fall
The UK wealth manager has been battling plunging client inflows, but it has been on the rebound under new chief Mark Fitzpatrick
2 min read
Citi’s global private banking boss exits
Ida Liu is leaving the Wall Street bank after two decades
1 min read