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Interview: Orbis Investments' Bradshaw and Spencer on succession and wholesale ambitions

Interview: Orbis Investments' Bradshaw and Spencer on succession and wholesale ambitions

Jen Frost

19 September 2024 • 10 min read

Close Brothers to sell wealth management arm for £200m

Close Brothers to sell wealth management arm for £200m

Close Brothers Asset Management sold to Oaktree Capital Management

Cristian Angeloni

Cristian Angeloni

19 September 2024 • 2 min read

For the record: You're only as good as your client database

For the record: You're only as good as your client database

'This is something of an Icarus challenge for advisers'

Adrian Boulding

19 September 2024 • 4 min read

Adviser, planner, coach... Is it time for terms to be defined and protected?

Your profession

Adviser, planner, coach... Is it time for terms to be defined and protected?

‘Lots of labels can create a perception that the industry is fragmented’

Isabel Baxter

18 September 2024 • 6 min read

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Government to introduce further LTA abolition regulations

18 September 2024 • 2 min read

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Budget rumblings: Is Labour really going to axe pensions tax relief?

17 September 2024 • 5 min read

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Adviser, planner, coach... Is it time for terms to be defined and protected?

18 September 2024 • 6 min read

04

Close Brothers to sell wealth management arm for £200m

19 September 2024 • 2 min read

05

Give the clients what they want: Why advisers must embrace tech

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06

7IM partners with Brooks Macdonald to offer MPS ranges

18 September 2024 • 1 min read