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Quilter to open up HNW offering to external IFAs  

Wealth manager Quilter is to open up its HNW propositions to external independent financial advisers working with wealthy clients.

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Wealthy are most likely to be scam victims

New research suggests that wealthier investors are the most likely to be victims of financial scams with 49% of those with assets of £250,000 or more saying they have been victims.

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Quilter to focus on HNW and affluent clients

Wealth manager and Financial Planning firm Quilter has re-structured its business, shifting focus towards high net worth and affluent clients. 

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Close Brothers AM buys Chartered Planner firm

Wealth firm and fund manager Close Brothers Asset Management has acquired a Chartered Financial Planning partnership which focuses on working with HNW client families and manages nearly £300m in assets.

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