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Wealth management

  • Wednesday, 9 April, 2025
    FT WealthBryce Elder
    Yacht envy: a visit to England’s half-a-billion boatyard

    Bryce Elder finds himself all at sea when he encounters the raw appeal of a 24-metre cruiser

    A large white yacht in the sea
  • Tuesday, 8 April, 2025
    FT WealthClare Maurice
    Sometimes the best succession plan is . . . doing nothing

    Putting a business into trust might make tax sense, but entrepreneurs find it hard to relinquish control

    One blocky human silhouette passing a torch to another blocky human silhouette, who seems poised to run away
  • Monday, 7 April, 2025
    FT WealthCharles Spencer
    Country houses turn to attic sales to pay tax bills and repair the roof

    Holkham Hall’s recent auction is the latest in a long tradition of offering aristocratic taste at affordable prices

    View of a honey-coloured stately home with landscaped lawns, low hedges and gravel paths in front
  • Sunday, 6 April, 2025
    UK wealth managers say American clients are moving money to Britain

    Response to Donald Trump’s second term has been greater, according to executives

    View of the London skyline during sunrise looking east, including Canary Wharf, from Horizon 22
  • Monday, 24 March, 2025
    Private wealth
    Wealthy Americans seek refuge from Trump in Swiss banks

    Private bankers and investment managers report large increase in clients wanting to shift assets to Switzerland

    Pedestrians in Zurich, Switzerland
  • Thursday, 20 March, 2025
    Rathbones Group
    Rathbones appoints former banker Jonathan Sorrell as chief executive

    Paul Stockton to retire from UK wealth manager after 16 years with group

    Jonathan Sorrell
  • Monday, 17 March, 2025
    HSBC and UBS expand India wealth management arms after IPO boom

    Banks to offer bespoke services and cater to households outside big cities as record listings create new millionaires

    Exterior of HSBC's office in Bengaluru, India, featuring the HSBC logo and name prominently displayed in English and a local script, with a clear blue sky in the background
  • Friday, 7 March, 2025
    The Big Read
    The hidden dangers of family offices

    Private wealth management companies for the super-rich now manage trillions of dollars globally. Critics say they are open to abuse

  • Thursday, 6 March, 2025
    DBS Group Holdings Ltd
    Singapore’s DBS courts rich Chinese with wealth manager hiring spree

    Expansion comes as other banks grow wary of customers from China after S$3bn money-laundering scandal

    Signage atop the DBS Group headquarters
  • Friday, 21 February, 2025
    Personal Finance
    Bonus season: how does yours measure up?

    Our annual survey of FT readers shows bonus payouts are on the rise, but so too are tax concerns and school fees

    Illustration of a stork bird delivering a bag of money
  • Wednesday, 12 February, 2025
    The Big Read
    How Vanguard plans to play disruptor again

    Low fees made the group a passive investing powerhouse. But it needs to improve tech and service as it pushes into wealth management and cash accounts

    A statue of Vanguard founder John Bogle, left, on display at the company’s headquarters in Malvern, Pennsylvania, right. Centre: a painting from the group’s nautical-themed art collection
  • Thursday, 30 January, 2025
    St James's Place PLC
    St James’s Place hits record £190bn in assets

    UK wealth manager reports drop in net inflows partly due to less money flowing into pensions

    The headquarters of St James's Place in Cirencester, UK
  • Monday, 27 January, 2025
    Julius Baer Gruppe AG
    Julius Baer chair to step down in latest shake-up

    Romeo Lacher will not seek re-election, triggering new reshuffle at Swiss wealth manager following Signa crisis

    The image shows the Julius Baer logo in gold lettering on the facade of the bank's headquarters in Zurich
  • Saturday, 25 January, 2025
    Personal Finance
    Most Gen Z say Bank of Mum and Dad gifts come ‘with strings attached’

    Parents often insist on cohabitation agreements in exchange for help with house buying

    A person holding a house key
  • Monday, 20 January, 2025
    Lex
    Mid-market delusion grips UK wealth managers Premium content

    The ‘mass affluent’ market could be big, but it isn’t big enough for everyone to win

    Commuters pass the Bank of England in the City of London
  • Tuesday, 14 January, 2025
    BlackRock Inc
    Top BlackRock executive Mark Wiedman to depart

    Move scrambles asset management giant’s plans to eventually replace founder Larry Fink

    Mark Wiedman
  • Monday, 13 January, 2025
    Investing in funds
    St James’s Place hands £5.2bn fund to Schroders in blow to Impax

    Wealth manager looks for ‘a more balanced blend of investment styles’

  • Friday, 10 January, 2025
    Claer Barrett
    For richer, for poorer: the changing finances of divorce

    Budget changes make navigating the economic dynamics of relationships more taxing

    Angelina Jolie and Brad Pitt
  • 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
Previous page You are on page 1 Next page

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