Investec W&I divisional director private office Andrew Butler-Cassar, says: “Private Office addresses a clear market need for an integrated service targeting successful entrepreneurs and business owners, the sports and media sectors and those sp
‘This new service not only represents a significant milestone in our digital transformation strategy, but also in our commercial strategy,’ said SGPB Hambros chief executive Eric Barnett
The chief executive of Towry, the acquisitive wealth manager and financial planner, says the group is close to launching online services for its clients, as it reveals sharp increases in assets under management and revenues for 2014.
Much of the Wealth Management Association’s work at present, in collaboration with its member firms, is seeking to clarify impact.
Andy Cumming, head of advice at Close Brothers Asset Management, said the acquisition will strengthen the group's integrated wealth presence in Scotland.