AWD Chase de Vere is launching a bespoke wealth management service offering sophisticated financial planning techniques to high net worth clients, reports Professional Adviser .
Advanced Wealth Management (AWM) will be available to clients earning £150,000 gross or who have £600,000 chargeable assets, and to charities with £500,000 net to invest. Markas Gilmartin, adviser director AWD Chase de Vere Wealth Management, said the service will be a "fusion between a private bank and a high-end IFA service, providing excellent service with novel investment structures and top-end strategic planning." He added: "We would consider the private banks to be our rivals." The service will provide a bespoke, niche service for the high net worth client, or for those with compl...
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