Firm makes new HNW hires and opens new office

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. 

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Quilter Cheviot hires Holmes as MD from Brooks Macdonald

Quilter Cheviot has appointed Nick Holmes as managing director to support the firm’s ongoing growth strategy and drive a number of new initiatives.

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XPS Pensions Group makes new senior appointment

XPS Pensions Group has appointed James Leeming as partner and head of investment at its Manchester office.

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Financial Planner hails 'bumper' start to year

Pareto Financial Planning has enjoyed a “bumper” start to its latest financial year, with an influx of £50m of client money in the first quarter.

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