Cavanagh founders leave Close Brothers
Close Brothers Asset Management has announced that Simon Redgrove and Andrew Fay have left the business.
Author: International Adviser
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How many times do you plan to get married
Asking a client how many times they plan to get married may not be the easiest way to build a rapport, but it should be on the agenda, according to Guardians David Howell.
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tony yousefian leaves charteris after three months
The manager of the £9m OPM Property Fund has exited the firm.
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HMRC claws back 135m from leaked list of HSBC
HM Revenue & Customs has recovered £135m from 24,000 clients named on a list of HSBCs Swiss private banking operation, which were revealed in a leak by a former employee.
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Open door policy Business strategies with Global
Referrals are the lifeblood of advisory businesses and adopting a front door approach is a recipe for good growth.
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FCA seeks redress for investors
The Financial Conduct Authority has said it is negotiating a settlement for investors in the failed Connaught Income Funds.
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FPI announces Waterfield replacement
Friends Life has remodelled the senior management structure of the Friends Provident International business, following news its Middle East and Africa general manager Matt Waterfield is to leave the company.
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Skandia Intl sales director Victor France leaves
Skandia Internationals sales director Victor France has left the business after almost three years in the role.
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Go Forth and conquer
With Forth Capital firmly established in Europe, chief executive Tom Tracy is now looking to more distant shores for opportunity, hoping to triple the number of advisers working for the firm.
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Platform view – Be prepared
A sharper regulatory focus on holding client money means firms have to get to grips with complex and ever-changing rules, says Michael Rothwell, county manager for Pershing Channel Islands.
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GAM s got it covered
GAM’s Graham Wainer explains that diversification and flexibility are essential to making waves within the fluid asset management business
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For richer for poorer
A recent divorce ruling means many more individuals than was previously thought will require IHT planning advice, says Gerry Brown, technical manager at Prudential.