Wealth management
SJP wants 55 advisers in Dubai by year-end
The UK’s largest wealth manager opened its first Middle East office in 2023 and is pushing to expand
2 min read
Brooks Macdonald hires BlackRock executive in another leadership shakeup
Karen Charlery will join the London wealth manager as chief operating officer in June
1 min read
New SJP boss James Rainbow scoops £2m share award after giving up Schroders deal
Chief executive of SJP Wealth Management will have to stick with the firm for three years to collect over 200,000 vesting shares
2 min read
Ares opens Milan office in wealth push
FN revealed that the $546bn alternatives manager was mulling a move to Italy’s financial capital last year
2 min read
Citi names new UK private banking boss
Wall Street bank lines up successor for Jeremy Knowland, who is leaving the firm after two decades
2 min read
Trading Places: Hires for Citi, UBS and Paul Hastings
Find out who is on the move in the City and beyond this week
3 min read
Why HSBC is all in on UK wealth management
Catch up on the top news in wealth management this week
3 min read
Rathbones’ assets fell 5% to £104bn ahead of tariff turmoil
Chief executive Paul Stockton hints at further cost cuts amid heightened market volatility
2 min read
Citi hires JPMorgan veteran for wealth business
Russell Budnick joins Citi Wealth as global head of capital markets
1 min read
Top HSBC private banker to exit after restructure
Caroline Kitidis set to depart as the UK lender scraps her role
2 min read
Who owns the UK’s wealth managers?
Star manager Nick Train has bet big on the sector, while Norway’s sovereign wealth fund and Scottish group Baillie Gifford have stakes in wealth giant SJP
FCA scraps SDR rollout for wealth managers
Watchdog leaves portfolio managers in limbo after indefinitely postponing SDR
SJP, Quilter brace for Trump trade war turbulence
Catch up on the top news in wealth management this week
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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
Catch up on the top news in wealth management this week
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
