Accessibility helpSkip to navigationSkip to contentSkip to footer

Cookies on FT Sites

We use cookies for a number of reasons, such as keeping FT Sites reliable and secure, personalising content and ads, providing social media features and to analyse how our Sites are used.

Accept & continue
Manage cookies
  • Sign In
  • Subscribe
Open side navigation menuOpen search bar
Financial Times
SubscribeSign InmyFT
  • Home
  • World
    Sections
    • World Home
    • Global Economy
    • UK
    • US
    • China
    • Africa
    • Asia Pacific
    • Emerging Markets
    • Europe
    • War in Ukraine
    • Americas
    • Middle East & North Africa
    • Australia & NZ
    Most Read
    • Putin signals acceptance of Finland and Sweden joining Nato
    • New York mayor urges Jamie Dimon to ride subway to work
    • UK unemployment falls to lowest level in nearly 50 years
    • Russia to permanently ‘decouple’ with west on energy, gas producers say
    • Bank of England governor says he is unable to stop inflation hitting 10%
  • US
    Sections
    • US Home
    • US Economy
    • US Companies
    • US Politics & Policy
    Most Read
    • Tiger Global slashes bets on tech groups after stock market sell-off
    • Warren Buffett buys $3bn Citigroup stake in value-hunting stock splurge
    • New York mayor urges Jamie Dimon to ride subway to work
    • Elon Musk raised prospect of Twitter takeover as early as March
    • Jeff Bezos turns up heat on Joe Biden over US inflation
  • Companies
    Sections
    • Companies Home
    • Energy
    • Financials
    • Health
    • Industrials
    • Media
    • Professional Services
    • Retail & Consumer
    • Tech Sector
    • Telecoms
    • Transport
    Most Read
    • Warren Buffett buys $3bn Citigroup stake in value-hunting stock splurge
    • Donald Trump’s media venture warns of bankruptcy risk tied to ex-president
    • Boeing found a new headquarters. But customers fear it has ‘lost its way’
    • JPMorgan shareholders vote against Jamie Dimon’s pay
    • Mastercard launches biometric ‘wave to pay’ programme
  • Tech
  • Markets
    Sections
    • Markets Home
    • Alphaville
    • Markets Data
    • Capital Markets
    • Commodities
    • Currencies
    • Equities
    • Fund Management
    • Trading
    • Moral Money
    • ETF Hub
    • Cryptocurrencies
    Most Read
    • Live news: BHP to speed up $5.7bn Canadian potash project as Ukraine war drives up prices
    • Investors pull $7bn from Tether as stablecoin jitters intensify
    • The dollar’s rapid rise increases risks for global economy
    • China: worse
    • Live news updates from May 16: Putin signals acceptance of Nordic Nato agreements, China economic activity slows on Covid lockdowns
  • Climate
  • Opinion
    Sections
    • Opinion Home
    • Columnists
    • The FT View
    • The Big Read
    • Lex
    • Obituaries
    • Letters
    Most Read
    • Russia learns a hard lesson about the folly of war
    • The dollar’s rapid rise increases risks for global economy
    • China: worse
    • Johnson must embrace the Brexit he made
    • Beware the promise of salary advance schemes
  • Work & Careers
    Sections
    • Work & Careers Home
    • Business School Rankings
    • Business Education
    • Entrepreneurship
    • Recruitment
    • Business Books
    • Business Travel
    Most Read
    • Spreadsheets are now cool, thanks to TikTok
    • Bonuses are outdated in the age of knowledge work
    • “Oleg, it’s obviously great news that you have not been sanctioned”
    • How one professor moved his research to a new country — and took his laboratory, too
    • Pallas’s Natasha Harrison: ‘I felt completely like an outsider going into law’
  • Life & Arts
    Sections
    • Life & Arts Home
    • Arts
    • Books
    • Food & Drink
    • FT Magazine
    • House & Home
    • Style
    • Travel
    • FT Globetrotter
    Most Read
    • Al desko to alfresco: three of London’s most fascinating lunch-break walks
    • A new bikepacking adventure — on London’s doorstep
    • Is it time to leave Twitter for Mastodon?
    • How to make the most of your lunch hour
    • Keys to the Dior – a night at the fabled flagship store
  • How to Spend It
MenuSearch
  • Home
  • World
  • US
  • Companies
  • Tech
  • Markets
  • Climate
  • Opinion
  • Work & Careers
  • Life & Arts
  • How to Spend It
Financial Times
SubscribeSign In

Your guide to a disrupted world

Start a 4-week trial

Wealth management

Add to myFT Digest

Add this topic to your myFT Digest for news straight to your inbox

  • 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?

  • Wednesday, 26 January, 2022
    UBS Group AG
    UBS targets US millennials with Wealthfront acquisition

    First significant move in chief executive Ralph Hamers’ plans to expand in America

  • Thursday, 30 December, 2021
    James Max
    Rich People’s Problems: Living the high life on private jets

    Covid has magnified all the faff and time spent queueing for commercial flights

  • Sunday, 12 December, 2021
    Private equity
    Private equity pursues investment advisers for returns and fresh capital

    Apollo purchase of Griffin is latest in wave of acquisitions

  • Friday, 3 December, 2021
    Special Report
    FT Wealth: December 2021

    In this issue: a Covid booster for India’s pharma entrepreneurs; Calvin Lo, insurer of the very rich; local demand supports house prices in ski resorts; company founders’ funding options widen far beyond VC

  • Friday, 3 December, 2021
    FT WealthStefan Wagstyl
    Interest rate hikes will not dim the allure of property

    Whatever the gyrations of the markets, most of us seem to have an innate fondness for real assets

  • Thursday, 2 December, 2021
    UBS Group AG
    UBS chief Ralph Hamers signals global digital wealth push

    Swiss lender plans to extend new wealth management service that will target the affluent

  • Wednesday, 1 December, 2021
    Special ReportFT Wealth: December 2021
    Local buyers push up prices for premium ski properties

    Luxury locations in Europe and the US are attracting winter sports enthusiasts who live closest to home

  • Tuesday, 30 November, 2021
    Special ReportFT Wealth: December 2021
    Life insurance tycoon Calvin Lo on the dynamics of ultra-rich families

    The 45-year-old entrepreneur talks about inheritance tax, unusual demands and how he spends his own fortune

  • Monday, 29 November, 2021
    European business schools
    What can business school teach a family firm?

    More courses are focusing on weaknesses and strengths — and the lessons for others

  • Monday, 22 November, 2021
    LexJulius Baer Gruppe AG
    Julius Baer: private bank can keep investors dancing to its tune Premium content

    A business built on transformational deals is ready for the next one

  • Monday, 22 November, 2021
    Investments
    Interactive Investor to offer ‘friends and family’ pricing

    Move designed to lure new generation of investors

  • Friday, 19 November, 2021
    Cryptocurrencies
    Crypto fever: the pressure grows on wealth managers

    Many advisers remain sceptical about digital assets but some are being forced to respond to client demand

  • Tuesday, 9 November, 2021
    Football
    Money Clinic podcast: Financial secrets of footballers (part two)

    Footballers earn big money, but often have huge financial problems to match

  • Friday, 5 November, 2021
    Private investing
    Tell us what you think about your financial adviser

    Will you be rushing to return to face-to-face advice?

  • Friday, 29 October, 2021
    Special Report
    FT Wealth: Family Office

    FT Wealth’s annual special edition on family offices

  • Friday, 29 October, 2021
    FT WealthStefan Wagstyl
    Fears of both high inflation and low rates vex the wealthy

    Where the rich stand out from less well-off investors is in the range of investments they can access

Previous page You are on page 1 Next page

Be part of FT Community

Discover unmissable flagship events and members only communities to expand your thinking and elevate your career

FT LiveWealth Management SummitPeople-oriented Portfolios in a Destabilised World
Thursday, 3rd NovemberPiccadilly, London, W1J 7BX
Learn more about FT Community

Useful links

Support

View Site TipsHelp CentreContact UsAbout UsAccessibilitymyFT TourCareers

Legal & Privacy

Terms & ConditionsPrivacy PolicyCookiesCopyrightSlavery Statement & Policies

Services

Share News Tips SecurelyIndividual SubscriptionsGroup SubscriptionsRepublishingExecutive Job SearchAdvertise with the FTFollow the FT on TwitterFT TransactSecondary Schools

Tools

PortfolioToday's Newspaper (ePaper)Alerts HubBusiness School RankingsEnterprise ToolsNews feedNewslettersCurrency Converter

Community & Events

FT CommunityFT LiveFT ForumsFT Board DirectorBoard Director Programme

More from the FT Group

Markets data delayed by at least 15 minutes. © THE FINANCIAL TIMES LTD 2022. FT and ‘Financial Times’ are trademarks of The Financial Times Ltd.
The Financial Times and its journalism are subject to a self-regulation regime under the FT Editorial Code of Practice.
Financial Times

International Edition

Subscribe for full access
  • Switch to UK Edition
  • Top sections
  • Home
  • World
    • Global Economy
    • UK
    • US
    • China
    • Africa
    • Asia Pacific
    • Emerging Markets
    • Europe
    • War in Ukraine
    • Americas
    • Middle East & North Africa
    • Australia & NZ
  • US
    • US Economy
    • US Companies
    • US Politics & Policy
  • Companies
    • Energy
    • Financials
    • Health
    • Industrials
    • Media
    • Professional Services
    • Retail & Consumer
    • Tech Sector
    • Telecoms
    • Transport
  • Tech
  • Markets
    • Alphaville
    • Markets Data
    • Capital Markets
    • Commodities
    • Currencies
    • Equities
    • Fund Management
    • Trading
    • Moral Money
    • ETF Hub
    • Cryptocurrencies
  • Climate
  • Opinion
    • Columnists
    • The FT View
    • The Big Read
    • Lex
    • Obituaries
    • Letters
  • Work & Careers
    • Business School Rankings
    • Business Education
    • Entrepreneurship
    • Recruitment
    • Business Books
    • Business Travel
  • Life & Arts
    • Arts
    • Books
    • Food & Drink
    • FT Magazine
    • House & Home
    • Style
    • Travel
    • FT Globetrotter
  • Personal Finance
    • Property & Mortgages
    • Investments
    • Pensions
    • Tax
    • Banking & Savings
    • Advice & Comment
    • Next Act
  • How to Spend It
  • Special Reports
  • FT recommends
  • Lex
  • Alphaville
  • Lunch with the FT
  • FT Globetrotter
  • #techAsia
  • Moral Money
  • FTfm
  • Newsletters
  • Video
  • Podcasts
  • News feed
  • FT Community
    • FT Live
    • FT Forums
    • Board Director Programme
  • myFT
  • Portfolio
  • Today's Newspaper (ePaper)
  • Crossword
  • Our Apps
  • Help Centre
  • Subscribe
  • Sign In