Close Brothers

Close Brothers to sell wealth management arm for £200m

Companies

Close Brothers to sell wealth management arm for £200m

Close Brothers Asset Management sold to Oaktree Capital Management

clock 19 September 2024 • 2 min read
Close Brothers CEO takes medical leave of absence

People

Close Brothers CEO takes medical leave of absence

Finance director Mike Morgan to take over

clock 17 September 2024 • 1 min read
Close Brothers opens bespoke HNW office in Winchester

Companies

Close Brothers opens bespoke HNW office in Winchester

The new office will be based on St. Peter Street

clock 03 September 2024 • 1 min read
Close Brothers AM CEO Martin Andrew steps down

Investment

Close Brothers AM CEO Martin Andrew steps down

Martin Andrew has been CEO for 13 years

clock 18 November 2021 • 1 min read

Investment

Asset managers warn economy will get worse before it gets better

GDP falls 2.6% in November

clock 15 January 2021 • 3 min read

Your profession

Close Brothers opens Chester office

Expanding across North West

clock 05 August 2020 • 1 min read

Regulation

Close Asset Management to compensate client for unwanted ongoing advice

Client invested £25,000 through DFM service

clock 16 January 2020 • 2 min read

People

Close Brothers AM restructure sees CIO Curtin depart

Three investment execs to report to CEO

clock 11 November 2019 • 1 min read

Retirement

Nine million mid-life employees 'sleep-walking' into retirement

2,000 people surveyed

clock 21 August 2019 • 2 min read

People

Close Brothers AM hires Brooks Macdonald's Wilson as MD

Close Brothers Asset Management has appointed investment management director at Brooks Macdonald Alastair Wilson as a managing director within its Edinburgh office.

clock 13 August 2019 • 1 min read
Most read
01

Why IHT on pensions is a huge capital drawdown opportunity for wealth advisers

19 December 2024 • 5 min read
02

Compliance costs forcing advisers to seek clients with more in the bank

19 December 2024 • 3 min read
03

Experienced financial planner launches own firm

20 December 2024 • 4 min read
04

No more IHT relief on pensions: How to maximise alternative tax-efficient vehicles

19 December 2024 • 5 min read
05

Bespoke MPS solutions 'key trend' going into 2025

20 December 2024 • 3 min read