HNW investors ‘cautious but optimistic’, says UBS report

Wealthy investors are cautious on 2020 but optimistic on the decade ahead, the latest UBS Investor Watch survey has found.

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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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