Wealth management
FCA scraps SDR rollout for wealth managers
Watchdog leaves portfolio managers in limbo after indefinitely postponing SDR
2 min read
SJP, Quilter brace for Trump trade war turbulence
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3 min read
Quilter Cheviot veteran Alan McIntosh returns to the fold as Europe CIO
McIntosh comes out of retirement to succeed Donnacha Fox who died unexpectedly earlier this year
1 min read
Inside UBS’s cross-selling wealth unit
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3 min read
UBS executives: Wealth ‘referral awards’ don’t work
Swiss firm set up cross-divisional wealth unit last summer as rivals tempt dealmakers with bonuses to refer rich clients
3 min read
Citi strikes partnership with Palantir to bolster wealth tech
Wall Street bank says tie-up with data intelligence firm will ‘modernise’ how it leverages data, streamline onboarding and help with account management
2 min read
Brooks Macdonald’s assets hit £19bn despite persistent outflows
CEO Andrea Montague promises return to positive flows later this year despite increased volatility from Trump’s tariffs
2 min read
Coutts reshuffles board with Barclays and UBS wealth veterans
Patrice McDonald and Jakob Stott join the NatWest-owned wealth firm’s board
2 min read
Why StanChart wants private markets deals
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3 min read
Julius Baer CEO Stefan Bollinger: Cost cuts won’t be felt until 2026
Ex-Goldman banker says headcount reduction was ‘unavoidable’ to ensure Swiss wealth manager is fit for the future
2 min read
Who are wealth management’s Rising Stars?
Four up-and-comers have been spotlighted in FN’s Rising Stars of European Finance 2025 list
1 min read
Standard Chartered eyes private markets tie-ups in ultra high net worth push
Lender wants to ink deals with other ‘tier one managers’ to boost its investment club for the ultra wealthy
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
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
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UBP appoints UK chief as Kleinwort Hambros acquisition completes
Mouhammed Choukeir to lead Swiss lender’s wealth management business in the UK, Channel Islands, and Gibraltar
1 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
Brooks Macdonald moves up to main market of London Stock Exchange
Wealth manager says move will broaden its investor base
1 min read
Wanted: more private bankers at HSBC
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3 min read
