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  • PMN website

    Close Brothers AM buys Chartered Planner firm

  • Paul Feeney, CEO of Quilter, said the reorganization of the firm is part of plans to drive growth and efficiency across the business.

    Quilter to focus on HNW and affluent clients

  • Wealthier investors are more likely to be scam victims

    Wealthy are most likely to be scam victims

  • Paul Feeney

    Quilter to open up HNW offering to external IFAs  

  • Many women have been hit by financial scams

    More than half of HNW clients hit by scams 

  • Most HNW taxpayers say they pay the 'right amount' of income tax

    73% of HNW clients paying ‘right’ amount of tax

  • Many HNW investors are planning to use housing wealth to fund retirement

    Most HNW clients to tap housing wealth for retirement 

  • Many HNW clients are being more cautious about saving

    28% of HNW clients may cut pension saving

  • HNW clients are becoming more concerned about crime

    Half of HNW clients hit by crime in past year

  • 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

  • L-R: Sena, Waller, Saiman

    Ex-RBC Wealth duo open new HNW advisory firm

  • Many older HNW parents are looking at how they can help younger family members

    HNW clients paying £10k a year to family members

  • Labour leader Sir Keir Starmer

    HNW clients expect Labour to win election

  • Capital Group website

    HNW investors maintaining large cash holdings

  • Wealth investors are planning to return to equity investments

    Wealthier investors returning to equity investments

  • Nick Fletcher of London Wall

    Succession buys £900m AUM London Chartered Planner

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