Wealth Management
Schroders bulks out wealth team with ex-Citi, HSBC, Credit Suisse hires
Ex- JPMorgan UK private banking boss Oliver Gregson has rounded off a new senior team amid a growth push
2 min read
Lloyds and Schroders to scrap UK wealth joint venture
Schroders Personal Wealth has struggled to grow assets despite its ambition to become a top financial planning business in five years
2 min read
LGT Wealth Management CEO Ben Snee to step down
Heinrich Henckel, former CEO of LGT Bank Switzerland, will take the reins in 2026
2 min read
RIP Nutmeg: What next for JPMorgan’s wealth play?
JPMorgan’s decision to shelve the digital wealth manager brand was always a matter of when, not if
4 min read
JPMorgan axes Nutmeg brand in UK wealth push
Bank overhauls UK retail offering to launch JPMorgan Personal Investing
2 min read
SJP reveals funds worth £24bn are failing to deliver value
Wealth giant sees an improvement on 2024 ahead of adopting new charging structure
3 min read
How HSBC plans to win over more wealthy Brits
Catch up on the top news in wealth management this week
3 min read
HSBC to launch more UK wealth hubs to attract rich clients
The recent opening of venues in London and Leeds are ‘just the beginning’, says UK wealth boss Xian Chan
3 min read
UBS pays €835m to settle French tax dispute
The Swiss bank was initially slapped with a €4.5bn penalty in 2019 over its role in helping rich clients evade taxes
1 min read
Ex-SJP director lands at wealth tech Ortec Finance
John O’Driscoll left Britain’s biggest wealth manager earlier this year
2 min read
IPO no-no: Why UK wealth firms are snubbing public listings
Buyout shops are building scale in wealth management, but insiders say stock markets aren’t the obvious exit route for firms looking to cash out
BNP Paribas wealth CEO: More M&A not in the cards right now
The French lender is focusing on organic growth after snapping up HSBC’s German private bank and Axa IM, Vincent Lecomte tells FN
True Potential’s wealth business swings to a £243m loss after FCA review
Cinven-backed advice consolidator was forced to set aside £100m to refund clients who were transferred into non-advised investments
Lombard Odier hires Charles Russell Speechlys partner for UK wealth team
Sophie Dworetzsky will become head of wealth planning UK
2 min read
FCA consolidator review due within weeks as private equity deals put to the test
Buyouts in the wealth management sector are being put under the microscope by the regulator with a verdict due as soon as next month
5 min read
Monument Bank has not ruled out London listing, CEO says
Ian Rand says UK challenger bank ‘absolutely’ sees IPO as an exit strategy in the coming years
4 min read
Coutts’ Fahad Kamal: Being overweight US stocks is worth the risk
The chief investment officer of private bank Coutts has adopted a more global approach, but hasn’t given up on the UK just yet
5 min read
Hargreaves Lansdown glitch leaves thousands of clients with incorrect balances
Catch up on the top news in wealth management this week
3 min read
