Close Brothers AM buys Chartered Planner firm

Wealth firm and fund manager Close Brothers Asset Management has acquired a Chartered Financial Planning partnership which focuses on working with HNW client families and manages nearly £300m in assets.

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AHR unveils ambitious HNW client venture  

 

Financial Planner and wealth manager AHR Private Wealth has launched new private client business based in Surrey which will be led by Steve Ayers, the former head of Lloyds Private Banking in Mayfair, as managing director. 

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Advised investors ‘more confident’ post-pandemic 

Investors who regularly see a financial adviser are significantly more confident about their future financial prospects, according to a new survey for wealth manager and Financial Planner Sanlam.

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Unique Financial Planning launches HNW division 

Unique Financial Planning has launched a new wealth management arm in Surrey to target expansion in the HNW market. 

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