News
Financial planning | news 17 Sep 24
Brooks Macdonald to acquire Lucas Fettes Financial Planning
Lucas Fettes has c.£890m assets under advice spread across 1,600 personal clients
Citigroup sells $70bn AUA global trust business to JTC
Citi Trust operates from New York, Delaware, South Dakota, Jersey, Singapore, Switzerland, Bahamas
Middle East | news 16 Sep 24
GSB makes double hire for wealth division in Dubai
The hires follow the launch of the GSB Capital division
Wealth manager City & Merchant enters liquidation
Dermot Coakley and Shaun Walker of WSM Marks Bloom LLP are appointed as joint liquidators
People Moves | news 16 Sep 24
Close Brothers CEO Adrian Sainsbury takes ‘temporary medical leave of absence’
Mike Morgan, group finance director, will assume Adrian’s principal responsibilities




