Investor confidence gap opens opportunities for advisers
Affluent people more focused on the future, but pretty clueless about what to do
High Net Worth
-
-
Quilter to restructure business divisions
As it creates two segments focussing on HNW and affluent clients
-
Are the Nordics an overlooked wealth market?
Surge in pandemic-driven wealth is pushing investors towards greater flexibility
-
Digital adviser eyes rich Hong Kongers
Stashaway has hired wealth managers to service the HNW segment in the territory
-
Why are HNWs attracted to private fund structures?
Hedge and private equity funds may not offer the ‘greatest degree of flexibility’
-
57% of HNW art collectors to purchase more works in 2021
Wealthy millennials were the highest spenders in 2020 with 30% globally investing more than $1m
-
Greek golden visa most popular among UK high net worths
As 79% say Brexit did not influence their decision to look at alternative residency
-
Wealth platform raises funds to finance international growth
US and Swiss investors spent $4m to boost the firm’s tech offering
-
Fidelity not out to eat advisers’ lunch with wealth mgmt push
Roll out of financial advice venture raises questions about the firm’s role in the UK
-
Banking giant creates global wealth management business
Operation will be led by the group’s head of investor sales and relationship management
-
How to advise HNW clients with UK investor visas
There are ‘a host of additional risks’ for int’l advisers dealing with applicants
-
Most HNW women think advisers would treat them different to men
As 82% expect to inherit substantial wealth over the next two decades