Private office invests in rugby star’s IFA firm
- Thursday, 11 July 2024
- Articles
Yorkshire-based private investment office and wealth manager Traditum has invested in Method Asset Management, an IFA founded by former professional rugby player Jonnie Whittle CFP.
Read more...Sanlam HNW client Private Office recruits two from rival
- Monday, 25 September 2017
- Articles
Sanlam UK - part of Sanlam Limited, the South African-based group - has speeded up the development of its HNW client Private Office arm by appointing two new experienced recruits, Jonathan Moon and Will Cayzer.
Read more...Merchant bank sets up new private division for wealthy families
- Tuesday, 23 September 2014
- Articles
A merchant banking group has set up a new private office division for wealthy individuals and their families providing trust and fiduciary services. Read more...