Close Brothers

Companies | 22 Sep 23

PEOPLE MOVES: Quilter, HSBC, Close Brothers

Wealth manager hires academy director while asset manager makes two senior hires

Companies | 14 Sep 23

Should the advice market rethink the 60/40 portfolio approach?

There is a debate whether the strategy is dead

Wooden home as symbol of property and word inheritance.

Companies | 11 Sep 23

Are Brits too reliant on inheritance for their retirement plans?

Clients may have a ‘dangerous strategy’ in place

The Royal Crescent buildings, Cheltenham, Gloucestershire, England, UK, Western Europe.

Companies | 8 Sep 23

Wealth manager opens office in Cheltenham

Operation will be shared between senior investment directors and support staff

Africa | 1 Sep 23

PEOPLE MOVES: Eastspring Investments, RBC WM, Redington

Asset manager names CEO, as wealth firm hires interim head of its Asia operation