Quilter to focus on HNW and affluent clients
- Thursday, 04 November 2021
- Articles
Wealth manager and Financial Planning firm Quilter has re-structured its business, shifting focus towards high net worth and affluent clients.
Read more...Close Brothers AM buys Chartered Planner firm
- Wednesday, 21 July 2021
- Articles
Wealth firm and fund manager Close Brothers Asset Management has acquired a Chartered Financial Planning partnership which focuses on working with HNW client families and manages nearly £300m in assets.
Read more...AHR unveils ambitious HNW client venture
- Wednesday, 05 May 2021
- Articles
Financial Planner and wealth manager AHR Private Wealth has launched new private client business based in Surrey which will be led by Steve Ayers, the former head of Lloyds Private Banking in Mayfair, as managing director.
Read more...Advised investors ‘more confident’ post-pandemic
- Monday, 12 April 2021
- Articles
Investors who regularly see a financial adviser are significantly more confident about their future financial prospects, according to a new survey for wealth manager and Financial Planner Sanlam.
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