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Close Brothers launch free financial planning surgery 21/11/2014
Close Brothers Asset Management (CBAM) is launching a free financial planning surgery in the South West as part of the Financial Planning Week. The initiative, which is run by the Institute of Financial Planning, will provide the general public one-to-one help with their finances.

BNY Mellon realigns Middle East & Africa leadership 21/11/2014
BNY Mellon has realigned its leadership team in the United Arab Emirates and wider Middle East & Africa region with the appointments of Tarek Sherlala as senior executive officer, Dubai branch, and Rajai Ayyash as regional executive for the Gulf region. Mr Sherlala succeeds Tarek Elrefai, who has retired following five years as senior executive officer, Dubai branch and head of client management for the Middle East & Africa region.

Banque Havilland expands international network to the Bahamas 20/11/2014
Independent private banking group Banque Havilland has extended its services for ultra high net worth clients through the acquisition of Pasche Bank & Trust Limited in Nassau, Bahamas.

Ex-Brewin investment manager to join Rowan Dartington's new regional office 19/11/2014
Rowan Dartington has recruited Bryn Wright, Brewin Dolphin’s former investment manager, to lead its new Taunton office.

Fusion Wrap Platform to offer access to Quilter Cheviot's Managed Portfolio Service 19/11/2014
Discretionary investment firm Quilter Cheviot has partnered with Fusion Wealth to provide advisers with access to its Managed Portfolio Service (MPS) via the Fusion Wrap.

Muddling through and settling in at Rothschild 19/11/2014
Kevin Gardiner gives his verdict on the global economy in his inaugural public outing as Rothschild global investment strategist.

Julius Baer rethinks plan for private banking acquisition 14/11/2014
Julius Baer has gone back to the drawing board with plans to acquire the Swiss assets of Bank Leumi, the Israeli lender.

Brooks Macdonald forms strategic alliance with Leicestershire-based financial adviser 12/11/2014
Brooks Macdonald Asset Management (BMAM), a specialist investment manager, has formed a stategic alliance with Leicestershire-based independent financial adviser firm, Clarkson Wayman Ball Limited (CWB).

Liontrust records growth in half yearly report 11/11/2014
Liontrust Asset Management, an independent fund management group, has reported a year on year revenue growth of 17 percent following its half yearly report for the six months ended 30 September 2014. It also found its pre-tax adjusted profits had risen by a third (32 percent) to £5.1 million during the same period.

Private jet firm attributes sky high profits to growing UHNWI market 10/11/2014
Oxford-based AIM-listed aviation management and charter firm Hangar8 plc has seen gross profits rise by 25 percent to £10.3 million over the course of the financial year 2014. The firm has also recorded a 26 percent increase in total revenues, now standing at £65 million, and maiden dividends of 2.3p per share.

 
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