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high net worth

Offshore Investment

Royal Bank of Canada snaps up Coutts

Royal Bank of Canada's global wealth division, RBC Wealth Management, is set to acquire the Latin American, Caribbean and African private banking business of Coutts, the wealth division of Royal Bank of Scotland Group. The business has client assets...

clock 23 March 2012 •

RDR

Rise of internet sees number of HNWs using IFAs halve

The number of people earning more than £100,000 per year who use financial advisers has halved since 2008, according to AT Kearney.

clock 07 February 2012 •

Investment

Berry Asset Management signs strategic partnership with SEI

Berry Asset Management has inked a strategic partnership deal with outsourcing outfit SEI as the wealth manager looks to expand its offering in the high net worth space.

clock 03 January 2012 •

Offshore Investment

Family security prime motivator for HNWI

Financial security for the family is the top concern of ultra high net worth individuals, according to advisers.

clock 09 December 2011 •

Individual Protection

Aviva upgrades large case underwriting

Aviva has overhauled its approach to large case underwriting, to make the process quicker and easier.

clock 05 December 2011 •

Tax Planning

IMA head of tax Lynam steps down

The Investment Management Association (IMA)'s head of tax Stephen Lynam is retiring after more than 30 years in the industry.

clock 01 November 2011 •

Your profession

Inside the mind of the high net worth client

Around half of high net worth (HNW) individuals place themselves in the ‘balanced' risk category, while the majority expect to pay less for financial advice than they would for an accountant or lawyer.

clock 28 July 2011 •

uncategorised

Three things we learned this week

Retirement Planner's round up of the week's key pension stories

clock 13 July 2011 •

Protection

Our guide: Selling protection to HNW clients

Zurich UK Life's Nigel Needs says an opportunity has arisen for IFAs to get in on the HNW protection market and explains how to do it.

clock 30 June 2011 •

Offshore Investment

Ringing in the changes

A roundup of the latest new appointments and moves on the international circuit.

clock 21 June 2011 •
234
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03 February 2025 • 4 min read
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04 February 2025 • 4 min read
03

Financial advisers neglecting cybersecurity at their own risk

03 February 2025 • 2 min read
04

Advisers face growing pressure to justify platform switches - The Lang Cat

03 February 2025 • 1 min read
05

Saba CEO lambasts investment trust 'UK boys club' ahead of crunch votes

03 February 2025 • 4 min read
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