Wealth manager and Financial Planner Rathbones has appointed Bruce Saunderson as a senior director of wealth planning as it looks to boost growth in Scotland.
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.