Private office invests in rugby star’s IFA firm

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.

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Sanlam HNW client Private Office recruits two from rival

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.

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Merchant bank sets up new private division for wealthy families

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...