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Wealth management

  • Tuesday, 18 June, 2024
    UBS Group AG
    Switzerland could lose wealth crown to Hong Kong, UBS chief warns

    Sergio Ermotti says banks must compete internationally as debate rages over direction of country’s financial reforms

    Sergio Ermotti
  • Wednesday, 5 June, 2024
    St James’s Place uses AI to spot and help ‘vulnerable’ customers

    Move by UK’s biggest wealth manager reflects increasing scrutiny of sector by financial watchdog

    HQ of St James’s Place Wealth Management in Cirencester
  • Saturday, 1 June, 2024
    Goldman Sachs Group
    Goldman weighs internal bounties to drive wealth management business

    The bank is developing plans for referral bonuses based on a set formula despite opposition in its ranks

    David Solomon
  • Friday, 31 May, 2024
    Special Report
    FT Wealth: May

    In this edition: well-heeled petrol heads are racing to invest in hypercars; airlines raise their game as first-class travellers return; family offices in Australia latch on to active investment; why political donations have become so controversial; what drives the rich to embark on white collar crime?

    A man in a red Ferrari t-shirt sits cross-legged and smiling in front of a sleek, dark sports car in a showroom filled with other luxury cars
  • Tuesday, 28 May, 2024
    Special ReportFT Wealth: May
    New generation of entrepreneurs fuels boom in Australian family offices

    These small firms are often the hidden hands that have quietly transformed the country with a wide range of investments

    Photograph of an art installation
  • Friday, 24 May, 2024
    On Wall StreetSallie Krawcheck
    The feminisation of wealth management is coming

    A great wealth transfer will put tens of trillions of dollars into the hands of women

    A woman walks past the New York Stock Exchange
  • Thursday, 23 May, 2024
    Hargreaves Lansdown bid shows wealth managers as private equity target

    Analysts predict more approaches for UK companies whose stocks lag international rivals’

    Hargreaves Lansdown logo is seen on a smartphone in front of displayed same logo
  • Wednesday, 22 May, 2024
    FT WealthBrooke Masters
    Attracting the next generation of inheritors and self-made wealthy

    Winning young clients is critical to future success for private banks and wealth managers

    A mother talks to another woman in glasses who is behind a desk. The mother sits beside her child who seems to be writing down some notes
  • Thursday, 16 May, 2024
    Personal Finance
    St James’s Place: what is your experience?

    Wealth manager under scrutiny after fees revamp

    St James’s Place offices in Cirencester, Gloucestershire
  • Tuesday, 7 May, 2024
    The Big Read
    How deep are the problems at St James’s Place?

    A regulatory clampdown has led to lower inflows, a falling share price and talk that the wealth manager could face a takeover bid

    St James’s Place HQ in Cirencester
  • Wednesday, 17 April, 2024
    FT Wealth Management
    Wealthy investors weather the inflation storms

    Despite rising prices around the globe, investments made by the world’s richest have grown faster — boosting their wealth

  • Friday, 12 April, 2024
    FT Wealth
    Why billionaires are changing how they spend

    A younger generation is more aware of its carbon footprint and less likely to charter a private jet

    A creative illustration of a $100 bill with Benjamin Franklin’s image, torn with a silhouette of a person running through the tear, against a two-tone green background
  • Thursday, 11 April, 2024
    Morgan Stanley
    More US regulators join Morgan Stanley wealth management probe

    SEC, OCC and Treasury follow the Federal Reserve in looking into handling of potentially risky clients

    The Morgan Stanley logo on the outside of a building
  • Monday, 18 March, 2024
    UBS Group AG
    Can UBS become Europe’s Morgan Stanley?

    A year on from its rescue of Credit Suisse, the Swiss banking behemoth must make a success of its wealth business

  • Saturday, 2 March, 2024
    News in-depth
    The fee fiasco weighing on St James’s Place

    The FTSE 100 company may not be the only wealth manager in trouble as the FCA scrutinises client charges

  • Wednesday, 28 February, 2024
    LexSt James's Place PLC
    It can still get worse for St James’s Place Premium content

    Only the hardiest investor would want to back the wealth manager now

    St James’s Place headquarters
  • Wednesday, 21 February, 2024
    Fund management
    Wealth managers retain active equity faith outside the US

    Despite months of outflows, stockpicking funds are still favoured in most regions

  • Thursday, 15 February, 2024
    Citigroup Inc
    Citi starts tracking how often private bankers call clients

    Wall Street bank’s efforts to jump-start wealth management business have proved unpopular with some staff

    Jane Fraser, chief executive officer of Citigroup
  • Monday, 12 February, 2024
    Singapore
    Exclusive Singapore wine club closes as ultra-rich shun flash for discretion

    Sales of luxury cars, properties and golf memberships fall in wake of $2.2bn money laundering probe

    The Circle 33 wine bar in Singapore
  • Thursday, 1 February, 2024
    Personal Finance
    Should you sign a prenup?

    We’d like to speak to couples who have considered signing a prenuptial agreement or deed of trust

    1950s shot of a couple with a ‘Just Married’ banner on the back of their car
  • Friday, 12 January, 2024
    Personal Finance
    Bonus season: Are you headed for a payout or a doughnut?

    The FT’s annual bonus survey is now live

    A ring doughnut covered in chocolate and multicoloured sprinkles
  • Tuesday, 2 January, 2024
    Fund management
    Talent shortfall limits funds’ ability to sell wealthy clients on ‘alts’

    Asset managers struggle to hire salespeople as they move into more complex products

    Jenny Johnson, chief executive of Franklin Templeton
  • Friday, 15 December, 2023
    LexSt James's Place PLC
    St James’s Place: wealth manager pays price for fee structure change Premium content

    Higher borrowing costs make it more expensive for any new buyers of partner franchises

    St James’s Place Wealth Management in Cirencester.
  • Friday, 15 December, 2023
    St James's Place PLC
    St James’s Place plans to raise up to £1bn to buy out partner businesses

    FTSE 100 wealth manager will drum up funds to ensure clients stay within group

    Headquarters of St James’s Place Wealth Management in Cirencester
  • Friday, 8 December, 2023
    Asset allocation
    Indonesia hopes global investors will follow the carmakers

    The south-east Asian country has the potential to develop wealth management offerings if per capita income improves

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