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Wealth management

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  • Tuesday, 26 July, 2022
    LexUBS Group AG
    UBS: weak numbers leave Swiss favourite unfavoured Premium content

    Results may have missed estimates but the bank remains a good medium-term investment

  • Tuesday, 26 July, 2022
    UBS Group AG
    UBS profit falls short as slumping markets hit clients

    Second-quarter earnings at world’s largest wealth manager edge higher but miss analyst estimates

  • Monday, 25 July, 2022
    Julius Baer Gruppe AG
    Julius Baer profit plunges in ‘worst’ market in decades

    Swiss wealth manager sounds optimistic note as client risk appetite returns despite 26% drop in first-half net income

  • Monday, 11 July, 2022
    Financial services
    Wealth management booms as the rich get richer but markets get choppy

    Industry aims to attract rising tide of younger DIY customers coming into inheritances but who need assistance

  • Monday, 4 July, 2022
    Credit Suisse Group AG
    Credit Suisse struggles with backlog of new wealthy client accounts in Asia

    Waiting list for applications underlines tension between lifting profits and avoiding future scandals

  • Friday, 1 July, 2022
    Chris Stocks
    Wealth managers must put ESG into practice

    Clients increasingly target greener investment options

  • Friday, 1 July, 2022
    Special Report
    FT Wealth: July 2022

    In this edition: Swiss bankers grapple with looming shadow of Russian money; move to electric supercars might convince hardened petrolheads; Chinese women losing their life savings to cyber fraudsters; new no-fault divorce laws appeal to wealthy couples

  • Wednesday, 29 June, 2022
    Special ReportFT Wealth: July 2022
    Is Mackenzie Scott’s ‘hands off’ approach paving a new way for rich donors’?

    Non-profit consultants are increasing givers ability to reach frontline charities

  • Friday, 24 June, 2022
    How to pick the right wealth manager for the 2020s

    Investors have never had more choice, but it can be tricky to find a good match

  • Friday, 24 June, 2022
    Faith Glasgow
    Is your wealth manager in tune with their female clients?

    Household wealth is becoming more equally shared between men and women

  • Friday, 24 June, 2022
    Investors ‘keep faith with ESG funds’

    Wealth managers say most clients remain committed to greener assets

  • Friday, 24 June, 2022
    Fees increasingly on the agenda for wealth management clients

    Market turmoil adds to clients’ concerns about charges

  • Wednesday, 22 June, 2022
    Special ReportFT Wealth: July 2022
    Supercar makers start to go electric

    Tighter emission rules and evolving client demands force producers towards battery powered vehicles

  • Tuesday, 21 June, 2022
    FT WealthRhymer Rigby
    Losing money is par for the course with experienced investors

    The very richest usually cope with substantial losses, but it can be a different story for those who made their millions quickly

  • Monday, 13 June, 2022
    Charles Schwab
    Charles Schwab to pay $187mn settlement to robo-adviser clients

    SEC slams ‘egregious’ allocations of customer money that extracted ‘hidden costs’

  • Wednesday, 8 June, 2022
    Billionaires plough more money into private equity

    Family offices boost exposure to unlisted shares despite policy tightening and concerns over valuations

  • Friday, 13 May, 2022
    Investing in funds
    Wealth managers hit as growth stocks suffer

    Turnround since the end of last year, as value strategies weather the storm better

  • Wednesday, 11 May, 2022
    FT Wealth
    Dealmaker Ken Costa on meeting the ethical demands of young wealthy investors

    ‘Your lot sense hypocrisy like a well-trained truffle hound’

  • Friday, 22 April, 2022
    Investing in funds
    Neglected heirs: widows who take over the family finances

    Wealth managers face calls for more focus on bereaved women amid huge asset transfers

  • Thursday, 21 April, 2022
    Gillian Tett
    Beware the rich persons’ savings glut

    Since the 1990s, the private share of national wealth has soared while public wealth has shrunk

  • Monday, 11 April, 2022
    Personal Finance
    FT reader event: An evening with Merryn Somerset Webb

    Meet our investment columnist at the FT’s historic Bracken House headquarters

  • Thursday, 31 March, 2022
    Royal Bank of Canada
    Royal Bank of Canada to buy Brewin Dolphin for £1.6bn

    Acquisition will create third-largest wealth manager in UK and Ireland

  • Monday, 14 February, 2022
    LexDBS Group Holdings Ltd
    Singapore banks/DBS: buying billionaire clients is the right strategy Premium content

    Wealth management offers very promising opportunities for banking groups focused on Asia

  • Monday, 14 February, 2022
    HSBC Holdings PLC
    HSBC trims private bank staff and reduces office space in Switzerland

    Lender relocates some workers to cheaper countries as it continues cost-cutting push

  • Tuesday, 1 February, 2022
    News in-depthFT Wealth4 min
    Is wealth management changing for women?

    Women are controlling more of the world’s wealth, but is the wealth management industry adapting to the change?

Previous page You are on page 1 Next page

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