News, Comment & Analysis results for Close

Financial Results
19 March 2025

Close Brothers Reports Statutory Loss

The UK financial group has offloaded its asset management business, raised regulatory capital by...

Strategy
18 March 2025

Illuminating Women’s Wealth Management Progress, Building Connections

Awards and networking gatherings run by this publication, held in Zurich and close to International...

Client Affairs
10 March 2025

Close Brothers Asset Management Renamed As TrinityBridge

The move marks a new chapter for the company as an independently run business. ...

M and A
4 March 2025

US-Based Oaktree Completes Close Brothers AM Acquisition

The conclusion of the CBAM acquisition continues a busy period for London-listed Close Brothers. ...

Financial Results
4 March 2025

Summary Of Q4, Full-Year 2024 Results In Private Banking, Wealth Management – Updated

A summary of the main North America banks' financial results for the fourth quarter of 2024, and...

Surveys
15 January 2025

Personalisation Of Wealth No Longer A Niche Play – MSCI

The days when closely tailored investment and wealth services were for those at the top of the...

Uncategorised
8 January 2025

Change At Top Of UK's Close Brothers

Stepping down to focus on his health, the departing CEO at the UK banking and financial services...

Investment Strategies
20 December 2024

Close Brothers AM Overweight In Equities In 2025

Close Brothers Asset Management’s asset class heads share their insights on asset allocation and...

People Moves
4 December 2024

Evelyn Partners Names New Intermediaries Head

The appointment of a former senior figure from Deutsche Bank, Close Brothers AM and Coutts comes a...

Technology
21 November 2024

Digital Digest: The Latest Tech News – Close Brothers AM

The latest technology news in the wealth management sector from around the world. ...

Comment & Analysis results for Close