Financial Planning firm and wealth manager TrinityBridge, formerly Close Brothers Asset Management, has appointed veteran Financial Planner Nigel Stockton as CEO, subject to regulatory approval.
Financial coaching is emerging as a key tool in workplace wellbeing strategies as employees seek more personalised support, according to a new report.
Wealth manager TrinityBridge, formerly Close Brothers Asset Management, has appointed long-standing Financial Planning head Andrew Knight as its new client relationship director for Scotland.
Close Brothers Asset Management has become a standalone new wealth manager with a new name of TrinityBridge.