AWD Chase de Vere has launched a bespoke advisory service for high net worth individuals.
Advanced Wealth Management (AWM) will focus on wealthy clients with complex tax planning, investment and pensions needs. AWD has teamed up with tax practitioners and wealth managers to give clients expert advice not normally available. This will include bespoke offerings designed around the client. It will offer services in all areas of financial planning, including multi-asset portfolio construction and management, debt management and complex life assurance issues. The AWM team are qualified to at least CFP level, have a high number of support staff and will provide guaranteed call o...
To continue reading this article...
Join Professional Adviser for free
Signup and gain exclusive members-only insights
- Unlimited access to real-time news, industry insights and market intelligence
- Stay ahead of the curve with spotlights on emerging trends and technologies
- Receive breaking news stories straight to your inbox in the daily newsletters
- Make smart business decisions with the latest developments in regulation, investing retirement and protection
- Members-only access to the editor’s weekly Friday commentary
- Be the first to hear about our events and awards programmes
