High-net-worth (HNW) millennials are more likely to turn to social media and finfluencers for investment guidance when they inherit (27%), than to financial advisers (18%).
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.
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 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.
