Close Asset Management has made a 220p per share cash offer for AIM-listed IFA Cavanagh Group.
Private bank Kleinwort Benson will acquire Close Brothers Offshore Group (COG) in a £29.1m deal which will see its private wealth assets under management swell to £7bn.
Close Asset Management products are now accessible via the Boston Direct Management International platform.
Close Asset Management made a small loss in the five months to 31 December, due in part to the £17m acquisition of IFA Chartwell Group last year.
Advisers in New Zealand have formed a working party to look into the potential misselling of qualifying recognized overseas pension schemes (QROPS). Rex Cowley, head of marketing at Close Asset Management, gives us the lowdown...
Changes to tax laws on the Isle of Man will allow companies to provide more competitive Qualifying Recognised Overseas Pension Scheme(QROPS) rates.
Close Asset Management has confirmed it has purchased Bristol-based Chartwell Group as the firm reported a "subdued" performance for the year.
Close Asset Management is currently researching the possibility of creating a QROPS product for British expatriates living in the US.
Close Ventures managing director Patrick Reeve has conducted a management buyout of the Close Brothers venture capital trust business from its owners.
Cenkos Securities has reiterated its desire to take over the Close Brothers Group in a £1.4bn or 950p per-share deal.