Exploring the complexities of global wealth management for high-net-worth clients
As the wealth management landscape continues to evolve
ANNOUNCEMENT: UK Adviser is now PA Adviser. Read more.
As the wealth management landscape continues to evolve
As demand for wealth management services in the region increases
Which aims to address the HNW advice gap
As house prices and trends in the overall housing market raises concerns about retirement plans
Acquired business offers advice predominantly to female high net worth clients
To provide HNWs with a more ‘strategic approach’ to their investment and taxation strategies
22% have reduced their pension contributions
Wealthy investors are in a ‘state of paralysis’ but it is ‘not the time to shy away’
As many as 90% misjudged the level of income needed for later life
Britain is one of the ‘most secure jurisdictions in which to hold assets’
Affluent people more focused on the future, but pretty clueless about what to do
As it creates two segments focussing on HNW and affluent clients