professionaladviser_logo

FOR SUSTAINABLE, PROFITABLE, CLIENT-FOCUSED ADVISER FIRMS

pin Sign in Join
pin
    • My account
    • Sign out
  • You are currently accessing Professional Adviser via your Enterprise account.

    If you already have an account please use the link below to sign in.

    If you have any problems with your access or would like to request an individual access account please contact our customer service team.

    Phone: +44 (0) 1858 438800

    Email: [email protected]

    • Sign in
logo
  • logo

    Search Professional Adviser

  • News
  • More

    Choose from below

    • Features
    • Opinion
    • Editor's View
    • People Moves
    • Market Movers
    • Feel Good Friday
    • Professional Adviser TV
  • Your Business
    • Recruitment
    • Platforms
    • MPS
    • Education
    • Technology
    • Paraplanning
    • Diversity
    • Succession planning
  • Your Profession
    • Pensions
    • Investment
    • Regulation
    • ESG
    • Protection
    • Estate planning
    • Tax planning
    • Retirement
  • Consumer Duty
  • Events
  • About

    Authors

    • Jen Frost
    • Jenna Brown
    • Sahar Nazir
    • Isabel Baxter

    Featured Content

    • Cost of Living
    • Partner Insight
    • InvestmentIQ
    • PA360 Watchlist

    Sister publications

    • BusinessGreen
    • COVER
    • Investment Week
    • Professional Pensions

    Incisive Media

    • Our company
    • Careers
  • Searchlogo

    Search Professional Adviser

    x
Join Sign in
 
    • My account
    • Sign out
  • You are currently accessing Professional Adviser via your Enterprise account.

    If you already have an account please use the link below to sign in.

    If you have any problems with your access or would like to request an individual access account please contact our customer service team.

    Phone: +44 (0) 1858 438800

    Email: [email protected]

    • Sign in
    • Sign in

high net worth

Companies

Coutts tightens mortgage criteria to exclude non-millionaires

Coutts, the private banking arm of RBS, has changed its lending criteria for mortgage clients who will need to have £1m of investable assets before it considers applications.

clock 19 April 2011 •

Your profession

Budget 2011: 50% tax rate 'temporary'

The Chancellor has said the 50p top rate of income tax is only a "temporary" measure, though he is not yet ready to scrap it.

clock 23 March 2011 •

Wrap/platforms

New wealth management platform targets HNW market

Societe Generale Private Banking (SGPB) Hambros has launched a new platform for intermediaries offering investment and private banking support for high net worth clients.

clock 19 October 2010 •

uncategorised

Standard Life boosts SIPP offering

Standard Life has developed its active money SIPP with a new investment team to assist high net worth clients and an enhanced property service.

clock 27 September 2010 •

Your profession

Yellow Capital targets exiting IFAs

Newly-launched wealth management boutique Yellow Capital says the RDR has "scared the living daylights" out of advisers and has set out plans to acquire IFA businesses exiting the market.

clock 23 September 2010 •

Investment

New wealth manager targets gold-loving HNWs

A new wealth management boutique has launched with plans to acquire the businesses of retiring IFAs.

clock 08 September 2010 •

Investment

Why you should never abandon small investors

In an age of client segmentation, there is no commercial reason to abandon the 'little guy', writes Parmenion managing director Richard Mein.

clock 01 July 2010 •

Mortgages

Private Finance launches high-net-worth broker team

Private Finance has launched a prime Central London brokerage team dedicated to the £1m plus market.

clock 08 June 2010 •

Investment

IFA launches pay-as-you go service for mass market

An IFA who specialises in high-net-worth (HNW) business is launching a "mass-market" firm offering partial pay-as-you-go advice to people on lower incomes.

clock 03 June 2010 •

Life Insurance

L&G to match prices on high net worth protection

Legal and General has announced a guarantee to match any like-for-like competitor quotes for high net worth business.

clock 26 March 2010 •
345
  • Contact Us
  • Marketing Solutions
  • About Incisive Media
  • Privacy Settings
  • Careers
  • Terms & Conditions
  • Policies
FOLLOW US
Incisive Media

© Incisive Business Media Limited, Published by Incisive Business Media Limited, New London House, 172 Drury Lane, London WC2B 5QR. Registered in England and Wales with company registration number 09178013. Part of Arc network, www.arc-network.com

DIGITAL PUBLISHER OF THE YEAR
right wallpaper ad
Loading.gif?page type=listing page&tag=high net worth