Kristen McGachey

UK regulator stops short of imposing new rules on buyout shops scooping up wealth managers

Lloyds and Schroders’ joint venture fell short of aggressive targets to push its own products and increase profitability

The private equity-backed wealth manager wants to boost its technology credentials as it completes a major platform migration

JPMorgan veteran Hannes Hofmann exits the bank after a three-year stint

Britain’s biggest wealth firms are months away from offering clients exposure to unlisted assets, executives at private capital firms say

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Catch up on the top news in wealth management this week

Paul Ferry, head of financial sector at Citi Private Bank, is the latest to join its Wall Street rival

AI enabled agents will be part of a €600m technology spend in the German lender’s wealth business

Find out what dominated the headlines in the sector this year