Middle bracket HNWs offer new business - Winterthur

Called the Upper High Net Worth sector, this particular market is thought to sit have slightly different needs to the HNW - those who have liquid assets of between £250,000 and £500,000 - and the Ultra HNW - more than £500,000 in liquid assets - because investments are either growing in value or have lost ground. After reviewing evidence presented by four different reports (see end of story)Winterthur suggests clients now typically between the ages of 55-60 might in the past have sought advice from private bankers, wealth managers or financial planners, who only work with customers who h...