high net worth

Winterthur Life is to launch a series of roadshows across the country to help advisers focus on the specialist needs of high-net-worth customers.

Average incomes of baby-boomer high net worth individuals (HNWs) is expected to fall by 35% in retirement, according to research published by Tulip Financial Research.

Winterthur Life believes it has identified a niche in the high net worth market which might present a business opportunity for financial planners.

Wealth managers are at risk of losing customers to cash deposit accounts paying 5% if they cannot prove to clients they can outperform on an absolute basis, says consultant Datamonitor.