News, Comment & Analysis results for Close

People Moves
16 November 2023

Who’s Moving Where In Wealth Management? – Canaccord Genuity WM, Close Brothers AM

The latest moves and appointments in wealth management in the UK, the rest of Europe, the Middle...

Compliance
14 November 2023

US Corporate Beneficial Ownership Disclosure Gets Closer

Less than two months away, a new legal requirement on US corporates kicks in, requiring firms to...

People Moves
26 October 2023

Close Brothers AM Names New Director

The senior hire will support the firm’s growth plans and bolster its bespoke offering. ...

Market Research
12 October 2023

Sub-Advisory Funds Continue To Grow – Mediolanum

Mediolanum International Funds (MIFL) has released an AllFunds Data Analytics 2023 report...

Offshore
11 October 2023

HNW Visas, Foreign Residency Remain Popular Despite Headwinds, Advisors Say

Although some governments have suspended or closed so-called "golden visas," there remains plenty...

Emerging Markets
3 October 2023

Surfing The Ups, Downs Of Emerging Market Debt

This news service talked to a UK-based specialist investment firm that concentrates on emerging...

Compliance
25 September 2023

Barclays Tells UK Expat Retail Clients Their Accounts Will Close

The UK lender's intention to close accounts applies to retail clients living abroad and doesn't...

People Moves
22 September 2023

Who’s Moving Where In Wealth Management – Dillon Eustace, Close Brothers AM, Others

The latest moves and appointments in wealth management in the UK, the rest of Europe, the Middle...

New Office
8 September 2023

Close Brothers Opens Cheltenham Bespoke IM Office

The new Cheltenham office reflects CBAM’s regional growth strategy, the importance it places on...

Compliance
31 August 2023

SEBA Bank Moves Closer To Hong Kong Licence

The bank, which says it straddles conventional and digital assets banking markets, has already...

Comment & Analysis results for Close