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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.

What makes women business angels tick? 21/11/2014
A UK survey has reported an increase in the proportion of women business angels and takes a look at their habits and interests.

UBS concludes initial acceptance period in share exchange 21/11/2014
UBS has reported on its share exchange deal.

EXCLUSIVE: Facebook drops out of favour but wealth management social media usage is on the up despite regulatory concerns, 2014 PAM Insight Social Media Survey shows 21/11/2014
Social media usage in the wealth management sector has increased in the past twelve months despite ongoing concerns about regulation and compliance, according to the 2014 PAM Insight Social Media Survey.

Gender is irrelevant in financial services – St James's Place Women in Business event 21/11/2014
Wealth management provides a flexible career with rewards that “reflect effort and ability, regardless of gender”, the audience heard at St James’s Place’s second annual ‘Mind the Gap’ event last week (13/11/2014).

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.

Wealth management helps boost Walker Crips profit 20/11/2014
Walker Crips has reported a year on year increase in gross profit of 10.4 percent to £7.4 million for the six months to 30 September 2014. The firm said this “reflecting considerable progress made in investment and wealth management businesses.”

Market movements stall AUM at Close Brothers Asset Management 20/11/2014
Close Brothers Asset Management has reported stable assets under management (AUM) of £9.7 billion for its first quarter ended 31 October 2014.

Investec reports increase in wealth management profit 20/11/2014

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.

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