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high net worth

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 •

Individual Protection

Zurich enhances help on large sums assured

Zurich is launching a guide on large case underwriting to help advisers manage "daunting" sums assured.

clock 24 February 2010 •

Individual Protection

Zurich releases new large case underwriting guidance

Zurich is publishing new guidance for advisers on the underwriting process for large protection cases.

clock 24 February 2010 •

Investment

Better Business: Winning the wealthy

Bryce Sanders, president of Perceptive Business Solutions, reveals how to get on the right side of high-net-worth individuals.

clock 01 February 2010 •

Asset Allocation

JOHCM launches private client subsidiary

J O Hambro Capital Management (JOHCM) is expanding its private client business with the launch of a subsidiary aimed at high net worth individuals.

clock 18 January 2010 •

Technology

Conforto signs platform deal to power expansion plans

Conforto Financial Management has decided to adopt a single platform approach for its clients to improve efficiency as part of an expansion drive.

clock 07 May 2009 •

Offshore Investment

Standard Bank appoints head of high net worth clients

Standard Bank has appointed Adam Hunt as head of high net worth clients within its Private Bank division.

clock 20 January 2009 •

Your profession

Oval acquires high net worth adviser

Oval has acquired a Shropshire-based high net worth adviser business to bolster its offering in the financial advice market.

clock 13 January 2009 •
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