Maximising returns for your HNW clients

High net worth individuals (HNWIs) may have more tax consequences to consider but, fundamentally, what does everyone want? For most, the starting point is more than cash deposit returns but with no risk. Once we break down what risks, opportunities and likely outcomes there are, we can steer people towards thinking about what they need to do to meet their objectives. Looking at desired annual rates of return, we have to think about how we try to achieve them. The risk/reward ratio of every asset class needs to be constantly assessed in this ever changing world where excess liquidity h...