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Wealth management

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  • Friday, 31 March, 2023
    Special Report
    FT Wealth: March

    In this edition: Is the playing field level for black entrepreneurs in the UK?; Rising interest rates in Germany has a huge impact on the luxury property market; Is tax harvesting a financial ploy that has gone too far?; Amy Lo, head of UBS Hong Kong, believes the region is still a hotbed for wealthy clients —especially those based in mainland China

  • Thursday, 30 March, 2023
    Special ReportFT Wealth: March
    Hong Kong’s reopening boosts optimism in wealth management

    Amy Lo, who chairs the executive committee of the city’s Private Wealth Management Association, says it still has allure for Chinese clients

  • Wednesday, 29 March, 2023
    Credit Suisse Group AG
    Credit Suisse bankers and clients courted by Swiss rivals

    Staff retention is ‘number one’ priority at UBS after takeover as wealth managers aim to capitalise on turmoil

  • Tuesday, 21 March, 2023
    LexUBS Group AG
    UBS/wealth management: Hamers must minimise client flight Premium content

    Business clusters benefit from scale and diversity but both are diminished by the loss of Credit Suisse

  • Tuesday, 21 March, 2023
    Fintech
    Fink’s on the prowl again

    And he’s got a 12-bore shotgun

  • Sunday, 12 March, 2023
    Ruchir Sharma
    Three global cities are pulling ahead since the peak of the pandemic

    Miami, Dubai and Singapore boom by welcoming those chased out of rival international hubs

  • Friday, 3 March, 2023
    FT Financial Literacy and Inclusion Campaign
    Money mistakes even wealthy people make

    Your emotional hang-ups about money could stop you from getting richer

  • Friday, 24 February, 2023
    Bank bonuses
    How does your 2023 bonus measure up?

    FT poll shows more readers are stashing any bonus cash rather than splashing it on luxuries

  • Wednesday, 22 February, 2023
    China Renaissance
    Missing Chinese banker was working to set up Singapore family office

    China Renaissance chief Bao Fan was establishing a fund to safeguard wealth before disappearance

  • Monday, 6 February, 2023
    LexRothschild and Co.
    Rothschild & Co: bid for weak stock pulls a reverse Goldman Premium content

    Buyout would make low-profile business even more so as banking dynasty seeks to tighten control

  • Monday, 6 February, 2023
    Rothschild and Co.
    Rothschild family plans to take investment bank private

    Family holding company Concordia in talks to finance offer that values Paris-listed group at €3.7bn

  • Friday, 30 December, 2022
    Wealth managers grapple with one of their worst years in a century

    Inflation presents a challenge to preserving wealth in real terms that has not been faced in decades

  • Monday, 12 December, 2022
    Chinese business & finance
    Booming Chinese family offices recruit top bankers in Singapore

    Financial institutions expect to lose ‘whole teams’ to private funds that will increasingly resemble hedge funds

  • Wednesday, 30 November, 2022
    HTSI
    Inside the secret world of the bodyguard

    Everyone’s got a protection officer these days, but how do you find a good one? We meet the CPOs

  • Wednesday, 23 November, 2022
    Credit Suisse Group AG
    Credit Suisse forecasts $1.6bn loss as wealthy clients withdraw funds

    Bank bled about $89bn in fourth quarter, including 10% of wealth management assets

  • Wednesday, 23 November, 2022
    FT WealthCharley Ellis
    Achieving long-term financial security is about investing adventurously now

    Too many of us start out with wrong maps and keep our vehicles in the lower gear

  • Sunday, 6 November, 2022
    Banks
    UBS and Julius Baer grapple with offering wealth advice in the metaverse

    Banks have experimented with headsets and pixelated avatars to interact with clients

  • Friday, 4 November, 2022
    Investments
    UK private wealth portfolios down by up to a third

    Market losses, inflation and currency movements combine to hurt savers this year

  • Wednesday, 2 November, 2022
    Behind the Money podcast17 min listen
    JPMorgan’s internal feud over wealthy clients

    JPMorgan Chase financial advisers are fighting over who should manage some of the bank’s wealthiest clients. The FT’s US banking editor Joshua Franklin breaks down the infighting

  • Thursday, 27 October, 2022
    FT WealthApril Rudin
    Adding the personal touch to wealth management

    Clients and advisers are now easily accessible over video calls, and regular contacts can be more frequent

  • Wednesday, 26 October, 2022
    Cryptocurrencies
    ‘We never lost interest’: Asian family offices buy into crypto

    Digital asset investments fuelled by weak returns from equity and property

  • Monday, 24 October, 2022
    JPMorgan Chase & Co
    Glitz and Gladwell: the infighting over prized JPMorgan wealth clients

    Author of ‘The Tipping Point’ calls on Jamie Dimon to intervene in tug of war for rich customers

  • Saturday, 22 October, 2022
    On Wall StreetBrooke Masters
    Goldman doubles down on the rich

    Investment bank now needs to play catch-up in finding wealth management clients

  • Thursday, 20 October, 2022
    Mergers & Acquisitions
    Dell-backed investment group merges with Buffett’s favoured advisory firm

    MSD Partners combines with Byron Trott’s BDT merchant bank to advise billionaires on deals

  • Monday, 19 September, 2022
    News in-depthFund management
    Fund managers pitch ‘alts’ to retail investors as institutions max out

    Wealthy individuals viewed as new market for asset classes such as credit, private equity and real estate

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