Client invested £25,000 through DFM service
Three investment execs to report to CEO
2,000 people surveyed
Close Brothers Asset Management has appointed investment management director at Brooks Macdonald Alastair Wilson as a managing director within its Edinburgh office.
Women saving £2,652 annually
Join original six DFMs added in March
Income-related benefits fall
All 28 staff to join Close Brothers
Our regular video series continues
Firm describes portfolios as 'premium HNW solution for all clients'
Close Brothers Asset Management is to sell its corporate business to JLT Employee Benefits for an undisclosed sum.
Close Brothers Asset Management has acquired independent financial planning business Mackay Stewart & Brown.
Quarterly and annualised UK growth figures for Q4 2014 have narrowly missed expectations after the construction sector underwhelmed at the end of the year.
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Close Brothers Asset Management has revealed the unbundled pricing structure for its direct platform, offering an promotional platform fee of 0.25%.
The value of Alternative Investment Market (AIM)-listed shares has seen a collective increase of 25% since legislative changes lifting the ban on direct ISA investments were announced, research by Close Brothers has found.
Close Brothers saw its assets under management creep higher in the five months to 31 December 2013, while broker arm Winterflood saw performance improve.
Even affluent households are concerned about generating sufficient retirement income according to research from Close Brothers Asset Management.
Close Brothers Asset Management (CBAM) has created a team of specialist financial advisers to assist clients with planning for long term care (LTC).
Royal London Asset Management (RLAM)'s Martin Cholwill has upped his stake in Brewin Dolphin as he backs three wealth managers to survive the post-Retail Distribution Review (RDR) world.
Close Brothers has reported positive net flows into its asset management division, with assets under management up 10% year to date.