News, Comment & Analysis results for Close

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. ...

Technology
8 November 2024

Digital Digest: The Latest Tech News – Close Brothers Am, Marygold & Co, Griffin

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

Family Office
22 October 2024

Family Office Platform Closes Seed Funding Round, Eyes Sector Disruption

The business says it aims to transform the world's family office space as these organisations...

M and A
23 September 2024

Close Brothers Spins Off Asset Management Arm

The latest example of M&A in the wealth and asset management industry saw the UK banking group sell...

M and A
20 September 2024

Vontobel Acquires Client Book From Switzerland's IHAG Privatbank

The financial terms, and size of the client book, were not disclosed. ...

Strategy
10 September 2024

For Wealth Managers, Outsourcing Is No Panacea, Requires Close Oversight

Everybody – well, nearly everybody – seems to be outsourcing services to external providers...

Comment & Analysis results for Close