HNW offshore investment demand outstrips supply - survey

Wealth managers not equipped to deal with rise in high net worth demand for offshore investments, says analytics firm GlobalData.

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Close Bros CEO to step down after 10 years

The chief executive of wealth manager and investment provider Close Brothers Group, Preben Prebensen, is to step down as CEO after 10 years to pursue new interests.

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Charles Stanley makes new senior hire

Wealth manager Charles Stanley has appointed Louise Fletcher as head of middle office. 

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AFH buys Northern IFA firm for £3.2m to extend footprint

AFH Financial Group, the wealth manager founded by a Chartered Financial Planner, has acquired Wirral-based Broadleaf Financial Services for a maximum of £3.2 million, subject to performance targets being met during a two year earn out period.

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