Over a third (35%) of high-net-worth individuals in Scotland have met with a Financial Planner for guidance on passing on wealth.

Close Brothers Asset Management (CBAM) has appointed Helen Gerrard and Nick Jackson as managing directors to support the expansion of its investment management for HNW clients in the North West.

Two investment managers from Rathbones have agreed to join JM Finn, subject to regulatory and contractual approval.

Wealth manager JM Finn has hired Marcus Holden-Craufurd as investment director.