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  • Fidelius buys into £140m AUM London Financial Planner

    Bath-based Chartered Financial Planner Fidelius has acquired a non-controlling holding in Vobis Ltd, a London Financial Planning business specialising in high-net-worth clients.

  • HNW client confidence dives to record low

     

    High Net Worth Individuals (HNWI) say their confidence in the economy has almost halved since Labour came to power, according to a new report by wealth manager Saltus Wealth.

  • Higher earners want more mobile access from advisers

    Higher income earners were more likely to want to track their finances and communicate with their financial adviser via mobile applications than lower earners, according to new research.

  • Timetric website

    Singapore is world's fastest growing wealth centre - report

  • Cities ranked by multi-millionaries. Source: Wealth Insight

    London tops table for multi-millionaires

  • Scottish HNW individuals warned over tax ‘triple whammy’

  • 7IM

    7IM cuts platform fees for HNW individuals

  • HNW offshore investment demand outstrips supply - survey

  • UBS

    HNW investors ‘cautious but optimistic’, says UBS report

  • Sanlam website

    Financial Planning ‘reality gap’ for HNW savers

  • Saltus' website

    9 in 10 older HNW clients concerned over inflation

  • The Saltus Wealth Index surveyed over 1,000 UK savers with investable assets over £250,000 between 28 February and 15 March.

    HNW savers underestimate pension funding by £300,000

  • Charles Stanley surveyed over 200 HNW investors in October.

    Nearly 6 in 10 HNW investors worried about inflation

  • The UK is expected to see a net outflow of 3,200 high-net-worth individuals in 2023

    3,200 HNW individuals to quit UK this year

  • Robin Melley is founder and managing director of Matrix Capital in Shropshire

    Planner Casebook: Helping a HNW client with £10m windfall

  • Capital Group website

    HNW investors maintaining large cash holdings

  • Saltus website

    HNW clients failing to use extra pension allowances

  • Saltus website

    89% of HNWIs have delayed 'major life decisions'

  • Saltus website

    96% of HNWIs underestimate their retirement needs

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