Britain’s biggest wealth manager starts culling advisers in its ‘partnership’ as part of a productivity review
3 min read
UK wealth giant attracts £3.8bn of net inflows over the first six months of 2025, double the year before
3 min read
US wealth business sees drop in net new assets in the second quarter, while wealthy investors pour money into Asia and Emea
3 min read
UK wealth manager prepares for new growth era as long-time chief executive Paul Stockton steps down
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Julius Baer and Ares Management are among firms that have established a presence in Milan this year to tap into the booming wealth market
3 min read
Catch up on the top news in wealth management this week
4 min read
Ex-Fidelity chief succeeds Lord Philip Remnant who will retire later this year
2 min read
Seven senior leaders in the sector feature in FN’s Most Influential in European Finance 2025 list
1 min read
Restructuring efforts begin to pay off but firms are still playing catch up with Morgan Stanley and Bank of America
3 min read
Wealth giant has ‘resourced up’ to make sure clients and advisers get to grips with revamped fee model
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Britain’s biggest wealth manager says majority of its clients will benefit from lower charges after fee model overhaul
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Execs from high net worth brand 1762, which was scrapped last year, leave wealth manager to launch challenger Cauvery Wealth
Christian Berchem says Swiss private bank has been winning market share from competitors in the UK where it is vying to become one of the top advisers
Catch up on the top news in wealth management this week
Betsy Munro is the second senior private banker the NatWest-owned wealth firm has poached from the Wall Street firm this week
Robo-adviser hit by rising costs as assets hit £7.4bn
2 min read
Catch up on the top news in wealth management this week
2 min read
Rathbones and SJP keep a lid on US allocations as 9 July deadline for tariff negotiations looms
3 min read
James Todd is the latest executive to leave the Wall Street firm’s UK private bank
1 min read
Alessandro Verdirrame will be based in private credit giant’s new Milan office
1 min read