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    1. 22 hours ago

      Talking to your children about money

      My eldest daughter recently caught me off guard with a tricky question. It wasn’t about sex, relationships or her...

    2. July 25, 2016

      Julius Baer adds 200 relationship managers for Asian expansion

      Julius Baer, the Swiss private bank, is expanding its global network of client relationship managers at the fastest...

    Special Reports

    1. FT 300 Top Registered Investment Advisers

      The increased appetite for independent advice has been a boon for registered investmen...
    2. FT 400 Top Financial Advisers

      There appears to be no shortage of worries for American investors in 2016. Recent mark...
    Search more Special Reports on this topic.

    1. July 22, 2016

      High Street banks target high rollers with premium services

      How do you fancy getting behind the wheel of a Formula One car? Or receiving VIP tickets to watch Beyoncé in concert?...

    2. July 17, 2016

      Investor confidence faces test when Turkey’s markets open

      The attempted coup in Turkey to oust Recep Tayyip Erdogan adds fresh urgency to concerns about the political stability,...

    3. June 24, 2016

      The sustainability of Royal Dutch Shell’s dividend

      It is not quite true to say that the stock market is relying on the Royal Dutch Shell dividend, but since the oil...

    4. June 23, 2016

      Millennial investors warn wealth managers to go digital

      The world’s wealthy are warning their investment managers to upgrade their digital services or face losing the...

    5. June 20, 2016

      Swiss private banks sharpen Southeast Asia focus

      Swiss private banks are looking to capitalise on global banks’ retreat from Southeast Asia, pushing deeper into the...

    6. June 16, 2016

      Wealth managers must navigate an increasingly uncertain world

      It has not been a good year for investors. A cocktail of global economic problems dragged down performance for wealth...

    7. June 16, 2016

      Just another service your wealth manager can provide

      When Ed Clare, a property developer, organised a friend’s stag party in Barcelona this year, he knew exactly who to...

    8. June 16, 2016

      Millennials force wealth managers to up their game

      Wealth managers have a problem — but video games developers may have the solution. While wealth managers’ average...

    9. June 16, 2016

      St Germain: planner’s commission aversion pays off

      St Germain Investment Management opened in 1924, five years before the beginning of the Great Depression. Surviving the...

    10. June 16, 2016

      Duty of care is likely to push fees down

      Although less dramatic than first feared, the Department of Labor’s fiduciary rule is expected to result in big changes...

    11. June 16, 2016

      Baby boomers rush to fill retirement savings gap

      Registered investment advisers are stepping up their efforts to assist “baby boomers” — born between 1946 and 1964 — to...

    12. June 16, 2016

      Investors buy into ‘fiduciary standard’

      The increased appetite for independent advice has been a boon for registered investment advisers in the US, who are...

    13. June 16, 2016

      Cyber security goes beyond SEC guidelines

      Investment advisers are beefing up cyber security to meet strict new regulatory requirements and, in some cases, client...

    14. June 16, 2016

      Success with money is in the mind

      You cannot ignore how people think about money — and the methods by which they psychologically separate their cash into...

    15. June 16, 2016

      Robo adviser battles inertia to attract rich investors

      Betterment has made a name for itself among US retail investors, having grown from a start-up in 2010 to a robo adviser...

    16. June 12, 2016

      Feedback – success, failure and social mobility

      A study of Florentine families over 600 years led Sarah O’Connor to reflect that relative social mobility when growth...

    17. June 6, 2016

      Commodities beating global bonds and stocks in 2016

      Here’s an unfamiliar phrase: commodities are the best performing asset class.  Yes, it’s true. In the year 2016, total...

    18. May 27, 2016

      Equities accentuate the positive for May

      A week can certainly represent a long time in markets. After a lacklustre performance for much of May, the mood music...

    19. May 25, 2016

      Hedge fund managers betray glory days with groupthink

      The hedge fund manager — the highest-paid professional in contemporary finance — takes pride in an ability to think...

    20. May 15, 2016

      UBS seeks savings in wealth management empires

      UBS is seeking to save hundreds of millions of francs by sharing services between its two historically independent...

    21. May 13, 2016

      ‘I don’t run [UBS wealth management] for good media coverage’

      UBS wealth management boss Jürg Zeltner is 20 minutes late. He has apologies at the ready and the perennial good excuse...

    22. May 3, 2016

      UBS shares drop after sharp fall in first-quarter profits

      UBS was one of the worst hit by the sharp falls in European bank shares on Tuesday after reporting a...

    23. April 28, 2016

      Christie’s marks 250th anniversary with sale of 25 masterpieces

      A family portrait of Lucian Freud’s expectant daughter and her husband has been unveiled as one of the highlights of an...

    24. April 28, 2016

      UBS to revamp wealth management business to cut costs

      UBS is planning to merge large parts of the back and middle-office functions in its wealth management business, in a...

    25. April 19, 2016

      No easy way as banks court Asia’s wealthy

      The multimillionaire sputtered into his wine when asked about the quality of his bank’s services. “Are you kidding?” he...

    26. April 12, 2016

      Britain-based billionaire calls for rich to bring assets onshore

      Sheikh Mohamed Bin Issa Al Jaber, the 15th richest man in Britain, has urged his fellow billionaires to bring their...

    27. April 8, 2016

      Panama Papers: Wealth managers tight-lipped over impact

      It is the topic that everyone has been talking about — and one the wealth management industry is doing its best to...

    28. April 5, 2016

      UK company register criticised as costly and bureaucratic

      Critics have lambasted the UK government’s attempt to combat tax evasion and money laundering through a new public...

    29. April 5, 2016

      Credit Suisse has high hopes for China

      Credit Suisse is planning a further push into China, where it has been “underweight”, as the bank’s chief executive...

    30. April 4, 2016

      Tilney Bestinvest snaps up Towry as wealth managers consolidate

      Wealth manager Tilney Bestinvest is taking over its rival Towry in a £600m deal that marks further consolidation within...

    31. April 3, 2016

      Markets spotlight: commentary in review

      Welcome to spotlight on market commentary, written by outside guest contributors and journalists at the Financial...

    32. March 30, 2016

      Female financial advisers remain in tiny minority at the top

      Women remain in a minority among the elite Financial Times 400 Top Financial Advisers. The list has been compiled...

    33. March 30, 2016

      Spouses and taxes — the wealthy need advice on it all

      Advisers to the wealthy often need to offer far more than guidance on how to make more money. For the very rich this...

    34. March 30, 2016

      One size does not fit all in hunt for alternative investment asset classes

      Wealthy investors are particularly interested in so-called alternative investment asset classes because they are hoping...

    35. March 30, 2016

      Kerry Knox— Baseball veteran is top of the financial advisers league

      Kerry Knox always had his eye on the big prize. But after a decade in minor league baseball trying to make it into the...

    36. March 30, 2016

      UK property funds see biggest outflows since 2008

      UK investors pulled more money out of property funds in February than in any month since 2008, amid fears of weakening...

    37. March 25, 2016

      AI progress fails to convince all investors

      Isaac Newton may have been one of the finest minds of all time, but he turned out to be a miserable investor. “I can...

    38. March 23, 2016

      Policy drives markets’ animal spirits

      Where has the W-shaped market left us? Surveys of positioning are usually a great way to work out the underlying drift...

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