high net worth

People moves

Close Brothers AM appoints new head of business development

Joins from Deutsche Bank

clock 01 October 2019 • 1 min read

Investment

Close Brothers AM hires Brooks Macdonald's Wilson as MD

Boost for firm's HNWI management services

clock 13 August 2019 • 1 min read

Platforms

7IM cuts platform fees for high-net-worth investors

On investments above £2m

clock 25 March 2019 • 1 min read

People moves

Close Brothers hires managing director from Rathbones

Joins former colleague Tim Eliot-Cohen

clock 11 September 2018 • 1 min read

Wealth Management

Rise of the machines: Clients predict AI to replace 45% of portfolio management roles

Expect higher use of AI over next five years

clock 14 June 2018 • 2 min read

Investment

Wealth managers failing to meet needs of high net worth women

Need to better understand their investment goals

clock 12 June 2018 • 2 min read

Advisory

FE Invest could extend model portfolio service to advisers' sophisticated clients as AUM tops £1bn

Plans to target HNW individuals

clock 01 February 2018 • 2 min read

Wealth Management

Tilney Group hires two planners for wealth management service

Join from HSBC and Royal London

clock 08 September 2017 • 1 min read

People moves

Sanlam poaches Close Brothers AM's Lovell to lead HNW offering

Launches private office arm

clock 08 August 2017 • 1 min read

Business roles

Brooks Macdonald hires Quilter Cheviot's Ford

Joins bespoke portfolio service

clock 03 May 2016 • 1 min read
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