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  • Rathbones adds Scots private client specialist

    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.

  • TrinityBridge hires veteran Financial Planner as CEO

    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.

  • Demand rises for workplace financial coaching

    Financial coaching is emerging as a key tool in workplace wellbeing strategies as employees seek more personalised support, according to a new report.

  • TrinityBridge FP head becomes Scotland director

    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.

  • CBAM renamed TrinityBridge as it becomes a standalone

    Close Brothers Asset Management has become a standalone new wealth manager with a new name of TrinityBridge.

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