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    Wealth management

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    • Wednesday, 20 September, 2023
      LexM&G Investments PLC
      M&G: slow progress for innovator turned follower Premium content

      Building up asset and wealth management units is a good idea but investors will need to be patient

      M&G’s logo on a smartphone screen
    • Friday, 15 September, 2023
      Cayman Islands
      Cayman Islands to open Singapore office to lure Asia’s wealthy

      Caribbean territory lays out ‘red carpet’ to attract hedge funds and family offices from region

      Downtown Georgetown in the Cayman Islands
    • Friday, 15 September, 2023
      Lex Populi
      St James’s Place/wealth management fees: new rules bring needed self- reflection

      Could lower fees win more customers in the long term?

    • Sunday, 3 September, 2023
      News in-depth
      St James’s Place business model under scrutiny after fee cut

      As some clients complain about opaque charges, investors worry recent reduction could be just the start

    • Friday, 1 September, 2023
      Special Report
      FT Wealth: September

      In this edition: How AI can enhance wealth management performance; wealth managers step up as the Irish economy booms; philanthropists are rewilding unprotected land as their legacy; unique challenges facing winery owners in China; branded residences give the property sector a boost

      a robotic hand
    • Friday, 1 September, 2023
      FT WealthStefan Wagstyl
      World’s wealth managers look to Asia in response to shift in global affluence

      Boston Consulting Group report predicts fortunes in Asia will rise faster than the world average

      Aerial view of skyscrapers in Hong Kong
    • Tuesday, 29 August, 2023
      Special ReportFT Wealth: September
      Asset managers target Ireland’s rising number of affluent individuals

      Strong economic growth has boosted prosperity and increased the demand for financial planning and investment advice

      A busy shopping street in Dublin
    • Wednesday, 23 August, 2023
      Special ReportFT Wealth: September
      The transfer of wealth from boomers to ‘zennials’ will reshape the global economy

      Financier Ken Costa argues the millennials and Gen-Z generations are unsuited to managing capital because of their left-wing views

      Young teachers marching holding up placards and banners in favour of strike action
    • Tuesday, 22 August, 2023
      Indian business & finance
      India’s wealth managers search out small-town millionaires

      Business opportunities abound for financial advisers as the rich proliferate in the country’s far-flung regions

      Byju Raveendran of edtech company Byju’s, left, and Cyrus S Poonawalla of the Serum Institute of India
    • Monday, 21 August, 2023
      Citigroup Inc
      Citi considers overhaul that would hand more power to CEO Fraser

      Institutional Clients Group would disappear in most significant shake-up of past 15 years

      Citigroup chief Jane Fraser
    • Monday, 21 August, 2023
      Special ReportFT Wealth: September
      Advance of the AI adviser: machine learning’s role in managing fortunes

      Wealth managers are embracing AI as a research tool and for improving client relations — but does it have the magic touch?

      Illustration of a crash test dummy style robot looking quizzical
    • Tuesday, 15 August, 2023
      Time to look for a wealth manager?

      Faced with market turmoil and inflation, many savers want advice but struggle to find affordable support

    • Thursday, 27 July, 2023
      Lex
      St James’s Place: pall of duty clouds outlook for City’s top wealth manager Premium content

      A little lightweight plucking is already under way on product management fees

      St James’s Place flag outside its headquarters in Cirencester, Gloucestershire, England
    • Thursday, 27 July, 2023
      St James's Place Capital PLC
      St James’s Place shares drop heavily on planned fee reduction

      Wealth manager says regulatory crackdown prompts changes to charging structure that will dent profits

      The offices of St James’s Place in Bristol
    • Thursday, 20 July, 2023
      Morgan Stanley
      The slow-burning fuse underneath Morgan Stanley

      Old money, old problems

    • Tuesday, 11 July, 2023
      FT Wealth
      High-end homes are becoming more difficult and more expensive to insure

      Inflation and increased natural catastrophes have driven up premiums for upmarket property and collections

      Estate owner Jon McCosh, beside the burnt out remains of Unthank Farm, in Coulter, near Biggar, Scotland
    • Thursday, 6 July, 2023
      UBS Group AG
      UBS shakes up Middle East wealth management team

      Bank under pressure to keep staff happy following combination with Credit Suisse

      UBS office with logo
    • Wednesday, 5 July, 2023
      FT WealthAnirban Bose
      Wealth managers need to get with the tech programme

      Online platforms and AI are among the digital tools that can satisfy clients’ demands for real-time, customer-centric services

    • Tuesday, 4 July, 2023
      FT Wealth
      ‘People are nervous’: Taiwan’s wealthy shelter money overseas in fear of China conflict

      Geopolitical tensions and crackdown on longstanding offshore holdings trigger shift into portable assets

      A woman uses her mobile phone as she walks in front of a large screen showing a news broadcast about China’s military exercises encircling Taiwan
    • Monday, 3 July, 2023
      HSBC Holdings PLC
      HSBC set to hire Credit Suisse’s Qatar team in blow to UBS

      CS provided banking services to some of country’s wealthiest citizens

      Aladdin Hangari, head of Credit Suisse’s Qatar operations, being interviewed
    • Friday, 23 June, 2023
      FT Money personal finance guides
      FT Money guide: How to boost your portfolio income

      Dividends-first approach no longer works so well

    • Thursday, 22 June, 2023
      ESG investors play the long game

      ‘Green’ funds’ performance has suffered, but clearer labelling should help consumers

      A field of solar energy panels
    • Wednesday, 21 June, 2023
      Wealth managers refocus to respond to women

      Female clients tend to think differently about money

      Victoria Ross, a chartered financial planner at Progeny
    • Wednesday, 21 June, 2023
      David Barks
      Pension tax upheaval boosts wealth managers

      Rich clients rush to profit from giveaway but must consider wider picture

      Shoppers browse luxury watches in a shop window
    • Wednesday, 21 June, 2023
      Property-owning south Asian families face IHT challenges

      Many immigrant-origin people are missing the benefits of portfolio diversification

      Punjabi, Indian and Asian shops in Southall, west London
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