Clients keeping family in dark on wealth transfer
- Thursday, 09 December 2021
- Articles
People with assets of over £250,000 are more likely to discuss their plans for passing on wealth with an adviser than their families, according to new research.
Read more...Research reveals generations split on ESG investing
- Monday, 01 November 2021
- Articles
Four out of five investors under 25 with £250k+ of investible assets invest in ethical funds compared to under a quarter of over 65s, according to new ESG research published as the COP26 conference gets under way in Glasgow today.
Read more...HNW clients underestimate retirement funding
- Tuesday, 26 October 2021
- Articles
Over 9 in 10 (92%) of high-net-worth consumers underestimate how much money they will need for a comfortable retirement, according to new research.
Read more...Saltus buys £300m AUM Financial Planning firm
- Thursday, 02 September 2021
- Articles
Wealth manager Saltus Group has acquired Farnham-based Financial Planning firm Fish Financial for an undisclosed sum.
Read more...