HNW

Younger HNW investors prepared to pay more than over-40s

Annuity sales dropped since pension freedom

The Financial Conduct Authority (FCA) wants to completely exclude pension wealth from high net worth investor (HNWI) calculations in order to prevent retirees losing their nest egg in high risk sophisticated investments.

Legal & General (L&G) has set up a small team focused on providing tax solutions to high-net worth (HNW) clients of discretionary fund managers (DFMs) and the advisers who use them.

Nucleus is considering launching a direct-to-consumer (D2C) platform in an effort to better serve the 6,000 orphaned clients it currently redirects to Hargreaves Lansdown each year.

Tax-advantaged schemes for HNW clients deserve investigation

A million more people have joined the ranks of high-net worth individuals (HNWIs) across the globe, as world wealth levels hit a new record in 2012.

More than a third of do-it-yourself (DIY) investors say a financial adviser's knowledge of products, including tax and charges, is the most valued part of their service, according to research from Prudential.

High net worth (HNW) investor confidence is at its highest level in three years, according to the DeVere group.

Guardian Wealth Management has revealed plans to offer a low-cost, remote independent advice proposition to clients, delivered via Skype and other online tools.