Top 10 Planner Tips on working with HNW clients

Monday, 13 August 2018
Articles
HNW clients feature

Leading Financial Planners share their Top 10 Tips on finding and working with HNW clients in the latest Financial Planning Today magazine.

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Sanlam HNW client Private Office recruits two from rival

Monday, 25 September 2017
Articles
Penny Lovell, CEO of Sanlam UK's Private Office

Sanlam UK - part of Sanlam Limited, the South African-based group - has speeded up the development of its HNW client Private Office arm by appointing two new experienced recruits, Jonathan Moon and Will Cayzer.

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