Mobile millennial millionaires pose threat to wealth managers
Private bankers are adopting new strategies to retain rich young clients
Private bankers are adopting new strategies to retain rich young clients

Talks with private capital firms have focused on operational hurdles for retail customers

Izzy Englander’s group working with Petershill Partners as it opens up to external investors for the first time

Wealth managers are keen to promote semi-liquid funds to a new group of clients

Shareholder backlash over pay puts focus on corporate culture that has long encouraged risk taking

We do not know exactly how many people are leaving, but the corroborating evidence is mounting up

Millennium Asset Management is gunning for a ‘top of the heap’ private equity valuation