high net worth

Thinc Group has acquired Watterson Wealth Management (WWM) as part of its ongoing growth strategy it was announced today.

BPP Professional Education and the Securities & Investment Institute (SII) are teaming up to launch a Masters degree in wealth management.

The Bank of Scotland has appointed Keely Mitchell as national account manager it was announced today.

Investec Private Bank has entered the high-income mortgage market with a completely new way of assessing mortgage loans for affluent clients.

IFAs must adapt urgently their proposals for high net worth clients to keep pace with an evolving market, according to David Thompson, managing director of Winterthur.

People are getting richer and the high net worth sector more populated, according to Legal & General.

Winterthur Life is to launch a series of roadshows across the country to help advisers focus on the specialist needs of high-net-worth customers.

Average incomes of baby-boomer high net worth individuals (HNWs) is expected to fall by 35% in retirement, according to research published by Tulip Financial Research.

Winterthur Life believes it has identified a niche in the high net worth market which might present a business opportunity for financial planners.

Wealth managers are at risk of losing customers to cash deposit accounts paying 5% if they cannot prove to clients they can outperform on an absolute basis, says consultant Datamonitor.