Serving the UK's new generation of wealth creators: What advisers need to know

The profile of the UK's wealth‑creating client is changing, and quickly. Previously, advisers could reasonably assume their highest‑earning prospects were in their late forties or fifties, settled in their careers and primarily focused on preserving capital. That picture is rapidly becoming dated. A new cohort of younger, dynamic, and tech‑savvy high earners has emerged. These are individuals who have made serious money at an earlier age and who expect more than a conventional, low‑yield portfolio and a tax return at year‑end. This shift matters because it coincides with one of the mo...