Planner launches financial and estate planning “missing link”
- Thursday, 29 August 2019
- Articles
![Jason Butler, principal of Generation Next](/media/k2/items/cache/40d7d9e1707924ff5034381a91927e81_Generic.jpg)
Chartered Financial Planner Jason Butler is pioneering a US system in the UK which he says is a bridge between Financial Planning and estate planning.
Read more...Affluent individuals in China to soar to 56m by 2022
- Wednesday, 28 August 2019
- Articles
![Shanghai skyline by night](/media/k2/items/cache/bff6bf3dc49857df83a582ccfe56dc65_Generic.jpg)
The number of HNW and mass affluent people in China is set to surpass 56m in 2022 - up 16.5m on 2018, according to a global wealth data provider, writes Cormac Sibley.
Read more...Firm makes new HNW hires and opens new office
- Friday, 23 August 2019
- Articles
![Philip Young and Lucy Katzarova](/media/k2/items/cache/c7eef8c6c60458ac30d2786ecb29ce08_Generic.jpg)
Close Brothers Asset Management (CBAM) has appointed Philip Young and Lucy Katzarova to support the expansion of its investment management service for high net worth clients.
Read more...FCA warns about ‘Treasury’ financial firm
- Tuesday, 21 May 2019
- Articles
![FCA logo](/media/k2/items/cache/e8429768d319a7270c083c68c0e918a3_Generic.jpg)
The FCA has issued a warning to investors about a company calling itself ‘Treasury Consulting Group.’
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