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  • AHR unveils ambitious HNW client venture  

    AHR logo
  • Close Brothers AM buys Chartered Planner firm

    PMN website
  • Quilter to focus on HNW and affluent clients

    Paul Feeney, CEO of Quilter, said the reorganization of the firm is part of plans to drive growth and efficiency across the business.
  • Wealthy are most likely to be scam victims

    Wealthier investors are more likely to be scam victims
  • Quilter to open up HNW offering to external IFAs  

    Paul Feeney
  • More than half of HNW clients hit by scams 

    Many women have been hit by financial scams
  • 73% of HNW clients paying ‘right’ amount of tax

    Most HNW taxpayers say they pay the 'right amount' of income tax
  • Most HNW clients to tap housing wealth for retirement 

    Many HNW investors are planning to use housing wealth to fund retirement
  • 28% of HNW clients may cut pension saving

    Many HNW clients are being more cautious about saving
  • Half of HNW clients hit by crime in past year

    HNW clients are becoming more concerned about crime
  • 3,200 HNW individuals to quit UK this year

    The UK is expected to see a net outflow of 3,200 high-net-worth individuals in 2023
  • Ex-RBC Wealth duo open new HNW advisory firm

    L-R: Sena, Waller, Saiman
  • HNW clients paying £10k a year to family members

    Many older HNW parents are looking at how they can help younger family members
  • HNW clients expect Labour to win election

    Labour leader Sir Keir Starmer
  • HNW investors maintaining large cash holdings

    Capital Group website
  • Wealthier investors returning to equity investments

    Wealth investors are planning to return to equity investments
  • Succession buys £900m AUM London Chartered Planner

    Nick Fletcher of London Wall

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