Advisers plot ways to ‘Labour-proof’ clients’ finances after landslide victory
Platforms such as ChatGPT can do comprehensive research for low cost but strategies may be found wanting without critical human expert oversight
Some clients are offloading investments fearing a tax hit from a Starmer government, wealth managers say
Geopolitical risks dominate, along with worries about the UK market and the impact of elections
Renewed optimism despite outflows from greener funds
Move builds on long-term strategy by Switzerland’s biggest lender to sell more banking services to ultra-rich clients
In the wake of Consumer Duty, the UK’s wealth managers aim to meet clients’ heightened expectations
From art collections to handbags, the trophy assets that raise cash
Compared with their parents, children often have different expectations when it comes to managing their money
US bank seeks to take share of business from Goldman Sachs and Morgan Stanley
Mixed responses from FT readers about the UK’s biggest wealth manager
Sergio Ermotti says banks must compete internationally as debate rages over direction of country’s financial reforms
Move by UK’s biggest wealth manager reflects increasing scrutiny of sector by financial watchdog
The bank is developing plans for referral bonuses based on a set formula despite opposition in its ranks
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?
These small firms are often the hidden hands that have quietly transformed the country with a wide range of investments
A great wealth transfer will put tens of trillions of dollars into the hands of women
Analysts predict more approaches for UK companies whose stocks lag international rivals’
Winning young clients is critical to future success for private banks and wealth managers
Wealth manager under scrutiny after fees revamp
A regulatory clampdown has led to lower inflows, a falling share price and talk that the wealth manager could face a takeover bid
Despite rising prices around the globe, investments made by the world’s richest have grown faster — boosting their wealth
A younger generation is more aware of its carbon footprint and less likely to charter a private jet
SEC, OCC and Treasury follow the Federal Reserve in looking into handling of potentially risky clients
A year on from its rescue of Credit Suisse, the Swiss banking behemoth must make a success of its wealth business
UK Edition
