Firm makes new HNW hires and opens new office
- Friday, 23 August 2019
- Articles
Close Brothers Asset Management (CBAM) has appointed Philip Young and Lucy Katzarova to support the expansion of its investment management service for high net worth clients.
Read more...FCA warns about ‘Treasury’ financial firm
- Tuesday, 21 May 2019
- Articles
The FCA has issued a warning to investors about a company calling itself ‘Treasury Consulting Group.’
Read more...HNW investors ‘optimistic and hungry’ according to UBS
- Tuesday, 07 May 2019
- Articles
High net worth individuals and business owners globally are optimistic and looking for opportunities to invest as markets rebound in 2019, according to a new survey by UBS.
Read more...7IM cuts platform fees for HNW individuals
- Monday, 25 March 2019
- Articles
Seven Investment Management (7IM) is to cut fees for investors with larger sums on its platform.
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