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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Top 10 Planner Tips on working with HNW clients

Leading Financial Planners share their Top 10 Tips on finding and working with HNW clients in the latest Financial Planning Today magazine.

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Sanlam HNW client Private Office recruits two from rival

Sanlam UK - part of Sanlam Limited, the South African-based group - has speeded up the development of its HNW client Private Office arm by appointing two new experienced recruits, Jonathan Moon and Will Cayzer.

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