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Wealth management

  • Friday, 27 December, 2024
    The FT ViewThe editorial board
    The great wealth transfer

    Big inheritances are set to transform economies, markets and society

    Multi-generational family members enjoy Christmas dinner around a table
  • Wednesday, 18 December, 2024
    Financial fraud
    WealthTek boss charged with £64mn fraud to fund ‘lavish lifestyle’

    FCA alleges John Dance used client funds to buy racehorses and a Newcastle nightclub

    The Financial Conduct Authority
  • Thursday, 12 December, 2024
    UK companies
    True Potential takes on £1bn in debt for push into financial advice market

    Debt and credit facilities mount across sector as private equity firm Cinven backs Newcastle-based adviser

    The outside of the True Potential office in Newcastle upon Tyne
  • Monday, 9 December, 2024
    Vanguard Group Inc
    Vanguard to accelerate wealth management drive in restructuring

    World’s second-biggest asset manager will break advice business into separate unit

    Someone holding a mobile phone displaying a Vanguard logo
  • Sunday, 8 December, 2024
    St James's Place PLC
    St James’s Place ditches glitzy get-togethers in bid to improve image

    Wealth manager’s opulent annual events in London and Gleneagles perceived as rewards for aggressive sales tactics

    Bottle of champagne in an ice bucket
  • Friday, 6 December, 2024
    Special Report
    FT Wealth: December

    In this edition: Tina Barney’s pictures of rich families; meritocracy enters the aristocracy; sour grapes in Bordeaux; inside the Schlumberger family office; billionaires without wills

    An older man in a pinstripe suit poses confidently in an ornate room, flanked by two younger men in tailored attire
  • Wednesday, 4 December, 2024
    FT WealthCharles Spencer
    Meritocracy enters the aristocracy

    The family that owns a historic house has decided to entrust it to the ablest member, not just the eldest son

    a grand, historic building that resembles a stately mansion or a castle
  • Monday, 2 December, 2024
    Former HSBC CFO Ewen Stevenson joins wealth manager Progeny as chair

    Appointment comes as firm seeks overseas growth and business from non-doms quitting UK

    Ewen Stevenson is pictured in an office setting in Hong Kong
  • Wednesday, 27 November, 2024
    FT WealthClare Maurice
    Not planning for death can be an expensive business

    Where there’s no will there’s no way to avoid causing postmortem trouble

    A conceptual graphic showing multiple hands tearing a legal or official document
  • Tuesday, 26 November, 2024
    Canaccord Genuity
    Canaccord explores options for UK wealth management business

    Canadian financial services group working with Fenchurch Advisory on a strategic review of the venture

    The City of London
  • Monday, 25 November, 2024
    Special ReportFT Wealth: December
    Oil dynasty’s family office turns away from London

    Bertrand Coste says business will be easier for Clerville, which manages money for the Schlumbergers, in the EU

    A man standing on a wrought iron balcony with classic Parisian architecture in the background. He is wearing a black turtleneck sweater and grey jeans
  • Thursday, 7 November, 2024
    Citigroup Inc
    Citi revamps pay for wealth bankers

    More bonuses will go to those who move client assets into investments, and less to those who sell new loans

    Citi’s private banking chief Ida Liu speaks at an event
  • Friday, 1 November, 2024
    ESG investing
    Trump-aligned fund manager Strive jumps into bitcoin

    Wealth group doubles down on themes foremost in the ex-president’s financial community as election day nears

    Strive founder Vivek Ramaswamy speaks at a Donald Trump rally last Sunday
  • Thursday, 31 October, 2024
    Q&AUK Autumn Budget 2024
    Experts answer your Budget questions

    We responded to readers’ queries about personal finance

  • Wednesday, 30 October, 2024
    UK Autumn Budget 2024
    UK hits wealthy with raids on non-doms, private equity and estates

    Chancellor pressed ahead with contentious changes to offshore trusts used by rich foreigners

    Brightly-coloured residential terraced properties in the Kensington and Chelsea district of London
  • Friday, 25 October, 2024
    Financial services
    ‘Bespoke’ private banking: the ultimate in customer service?

    Ultra-wealthy clients can pay for customised care in investments, tax and family governance. But they may not get everything they need

    Illustration of a butler’s arm holding up a tray with a glowing box
  • Thursday, 24 October, 2024
    FT WealthJosh Spero
    What does the next decade hold for wealth management?

    The FT’s new wealth editor has asked private bankers and lawyers to look into their crystal balls

    a group of individuals sitting in the front row at a fashion show
  • Friday, 18 October, 2024
    The Big Question
    The Big Question: What level of wealth makes you super-rich?

    How much money do you need to call yourself an ultra-high-net-worth individual? $10mn? $30mn? $100mn?

    FT montage/Dreamstime image of a question mark sat over cash and jewellery
  • Wednesday, 16 October, 2024
    FT Wealth
    Switzerland’s wealth managers bank on a future in Asia

    Hong Kong and Singapore are the world’s rising wealth centres

    A stylized graphic featuring a swirling pattern of red and white shapes. A white cross is at the center, surrounded by five red stars, each with a curved red line trailing behind
  • Tuesday, 15 October, 2024
    FT WealthSilvia Sciorilli Borrelli
    Buzzing Milan aims to entice London’s bolting non-doms

    Can the city sustain an influx of wealthy expats lured by its low taxes?

    A man and a woman wearing  dark glasses and winter clothes are among pedestrians inside the Galleria Vittorio Emanuele II shopping centre
  • Monday, 14 October, 2024
    FT Wealth
    $10mn? $30mn? $100mn? The redefinition of the super-rich

    The rapid rise in billionaires has disrupted what it means to be part of the moneyed elite

    A male auctioneer stands in front of a seated crowd at an auction sale
  • Friday, 11 October, 2024
    On Wall StreetJuan Luis Perez
    AI is coming for wealth management

    If Silicon Valley is right and the technology progresses, we may witness a new wave of industry disruption 

    A robotic hand holding dollars
  • Thursday, 10 October, 2024
    Fintech
    Former UBS chief Ralph Hamers joins AI wealth management start-up

    Dutchman to become external senior adviser to Arta Finance venture founded by former Google employees

    Ralph Hamers
  • Thursday, 19 September, 2024
    Close Brothers Group PLC
    Close Brothers to sell wealth unit as it braces for motor finance probe

    Lender agrees sale of asset manager to Oaktree in deal worth up to £200mn

    An employee enters the headquarters of Close Brothers in London
  • Thursday, 12 September, 2024
    BlackRock and Partners Group team up in latest effort to target wealthy

    Firms strike deal to offer model portfolios of alternative assets to rich individuals

    Blackrock’s New York headquarters
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