Close Brothers to sell wealth management arm to Oaktree CM for £200m

The sale is expected to complete in early 2025 calendar year

More than one-third of outsourcer advisers expect to increase their use of model portfolios over the next 12 months

Companies | 18 Sep 24

It will focus resources on two pivotal regional offices in Costa del Sol and Costa Blanca

Companies | 18 Sep 24

II Lat Am Forum 2024 enhanced agenda is revealed

Naomi Keith and Ken Hall have a combined two decades of experience at The Aspire Partnership

NRI Adviser