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HNW offshore investment demand outstrips supply - survey

Wealth managers not equipped to deal with rise in high net worth demand for offshore investments, says analytics firm GlobalData.

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Planner launches financial and estate planning “missing link”

Chartered Financial Planner Jason Butler is pioneering a US system in the UK which he says is a bridge between Financial Planning and estate planning.

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Affluent individuals in China to soar to 56m by 2022

The number of HNW and mass affluent people in China is set to surpass 56m in 2022 - up 16.5m on 2018, according to a global wealth data provider, writes Cormac Sibley.

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Firm makes new HNW hires and opens new office

Close Brothers Asset Management (CBAM) has appointed Philip Young and Lucy Katzarova to support the expansion of its investment management service for high net worth clients. 

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