Wealth management
Hargreaves Lansdown glitch leaves thousands of clients with incorrect balances
Catch up on the top news in wealth management this week
3 min read
Citi CEO stands by wealth boss Andy Sieg after conduct probe
Jane Fraser says she is ‘comfortable’ with the findings of an internal investigation into the global wealth chief’s behaviour
2 min read
Barclays taps McKinsey partner to lead mass affluent business
Consulting giant loses European wealth and asset management practice co-head
2 min read
Why a bank might be the perfect buyer for Evelyn
Catch up on the top news in wealth management this week
4 min read
Bank of America targets ultra wealthy with private asset perks
Expanded private markets programme is available for clients with a net worth of $50m or above
2 min read
Rothschild snags UBS’s UK high net worth boss Chris Oliver
Oliver will co-lead Rothschild & Co’s UK wealth management front office alongside Peter Hindle
2 min read
Brooks Macdonald fails to stem outflows as clients withdraw £400m
But total assets hit £19.2bn as UK wealth manager strikes a string of M&A deals and enjoys positive performance
2 min read
Rothschild snaps up LLB’s Middle East subsidiary to woo wealth clients
Referral agreement with Liechtensteinische Landesbank could boost Rothschild’s wealth business in the region by 1bn Swiss francs
2 min read
US wealth firm Corient buys Stonehage Fleming and Stanhope Capital
Tie-up creates a $430bn ultra high net worth wealth manager
3 min read
JPMorgan promotes senior private banker Folarin Oyeleye to head of Emea lending
A shake-up of the Wall Street firm’s UK private banking team continues
2 min read
Pictet’s assets slide but cost-cutting delivers profit boost
Swiss private bank said assets under management dropped 2% from the end of December
2 min read
Why Carlyle’s Intelliflo acquisition is a bum deal for Invesco
Catch up on the top news in wealth management this week
Citi veteran Selim Elgen joins JPMorgan’s private bank in Dubai
Senior private banker heads to new employer after three decades
SJP plots fund manager hires as Polaris range hits £80bn
Less than three years after launching, the wealth giant’s multi-asset fund range has overtaken rivals like Vanguard
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Coutts CIO says UK can still compete with US for listings
The NatWest-owned private bank is ‘neutral’ on the UK after shifting £2bn of client funds from British blue chips last year
4 min read
Citi investigates wealth head Andy Sieg following HR complaints
Ex-Merrill Lynch wealth boss has been accused of intimidating and sidelining employees at the Wall Street bank
3 min read
Aberdeen sells financial planning business to Ascot Lloyd
Deal will help streamline the £518bn fund group
2 min read
Carlyle buys wealth giant Intelliflo
Private equity powerhouse targets the tech provider for its latest purchase
2 min read
Evelyn Partners’ private equity backers target NatWest and RBC for potential sale
Evercore has been called to advise on the deal which could value the UK wealth manager at £2.5bn
3 min read
