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high net worth

Pensions

SIPPs need broad appeal to reach full potential

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

clock 23 October 2008 •

Mortgages

Mega-mortgage loans offered to intermediaries

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

clock 21 July 2008 •

Mortgages

Investec sees growing demand for jumbo mortgages

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

clock 02 July 2008 •

Mortgages

Million pound mortgages under threat

Mortgages over £1m are on course for extinction, and the few remaining deals charge crippling fees, according to HFM Columbus.

clock 30 May 2008 •

Your profession

Thinc acquires Watterson Wealth

Thinc Group has acquired Watterson Wealth Management (WWM) as part of its ongoing growth strategy it was announced today.

clock 19 February 2008 •

Your profession

IFAs offered wealth management Masters

BPP Professional Education and the Securities & Investment Institute (SII) are teaming up to launch a Masters degree in wealth management.

clock 04 February 2008 •

Your profession

Mitchell to manage key BOS accounts

The Bank of Scotland has appointed Keely Mitchell as national account manager it was announced today.

clock 31 October 2007 •

Mortgages

Investec offers mortgage for affluent

Investec Private Bank has entered the high-income mortgage market with a completely new way of assessing mortgage loans for affluent clients.

clock 18 July 2007 •

Investment

IFAs 'must adapt' high net worth approach

IFAs must adapt urgently their proposals for high net worth clients to keep pace with an evolving market, according to David Thompson, managing director of Winterthur.

clock 04 May 2007 •

Investment

People are getting richer says L&G

People are getting richer and the high net worth sector more populated, according to Legal & General.

clock 19 April 2007 •
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