Wealth management
Deutsche Bank UK wealth boss on hiring spree: ‘We’re not looking to be a bums-on-seats-type buildout’
German lender’s UK private bank has tripled in size since ex-UBS exec James Whittaker took the helm
4 min read
Barclays wealth CEO Sasha Wiggins to chair chancellor’s retail investment campaign
Multi-year initiative was unveiled in Rachel Reeves’ Leeds Reforms to jumpstart growth in the UK
2 min read
Aviva claims title of top UK wealth player as assets surge above £200bn
Insurance giant dethrones SJP and is ‘on track’ to double profit in its wealth arm by 2027
2 min read
UBP’s private markets institutional boss exits for Danish infrastructure fund
Christoph Gantenbein will assist with the launch of Copenhagen Infrastructure Partners’ new Zurich office
2 min read
Deutsche Bank bolsters UK wealth arm with Citi and JPMorgan hires
German lender plots more hires as it looks to expand ultra high net worth team
2 min read
UBS embraces AI, tax expert slams widely-cited millionaire migration stats
Catch up on the biggest news in wealth management this week
5 min read
UBS hires JPMorgan private banker for global cross-divisional wealth team
Stephanie Khalef-Wassmer will join as a London-based client adviser later this month
2 min read
UBS’s Rob Karofsky on using AI to boost US wealth arm: ‘60% of our efforts are focused on productivity’
Swiss wealth giant is using AI to speed up admin tasks and generate prompts for advisers to have more ‘focused’ conversations with clients
3 min read
Quilter assets rebound to £123bn after Trump tariff hit
Advice giant sees £4.5bn of net inflows during the first six months of 2025, up 160% on the previous year
3 min read
Octopus buys Virgin Money investment arm to accelerate wealth push
Octopus Money eyes greater foothold in the UK’s direct-to-consumer market
2 min read
HSBC hires UBS’s marketing chief John McDonald as it doubles down on wealth
British bank is planning to make 200 hires for its UK wealth business this year
2 min read
Ares’ Mark Serocold: ‘There is nothing stopping us doing what Blackstone did in wealth’
Private credit giant’s Emea wealth boss has led onshore pushes into Italy and Switzerland
UBS’s $5tn ambition, SJP CEO says ‘farewell’ to advisers
Catch up on the top news in wealth management this week
SJP CEO: ‘We will say farewell to those who aren’t match fit’
Britain’s biggest wealth manager starts culling advisers in its ‘partnership’ as part of a productivity review
SJP hits record £199bn of assets ahead of new charges roll out
UK wealth giant attracts £3.8bn of net inflows over the first six months of 2025, double the year before
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UBS’s wealth arm attracts $55bn in first half of 2025 despite ‘extreme’ volatility
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
Rathbones launches £50m share buyback
UK wealth manager prepares for new growth era as long-time chief executive Paul Stockton steps down
3 min read
Wealth firms, private banks giddy about Italian onshore push: ‘Milan is buzzing’
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
Meet the best of wealth management, SJP’s new fees
Catch up on the top news in wealth management this week
4 min read
Coutts appoints Dame Anne Richards as next chair
Ex-Fidelity chief succeeds Lord Philip Remnant who will retire later this year
2 min read
