high net worth

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

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

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

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

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

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

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

SIPPs must appeal to a broad market of mass affluent customers in order to reach their full potential, according to IT solutions provider Mastek.

The Mortgage Works has launched a large loans proposition, featuring mortgages of up to £5m, to a limited number of intermediary firms.

Investec Private Bank, which offers £1m plus loans, has seen mortgage lending soar by 45% over the past three months.