Clients keeping family in dark on wealth transfer

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.

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Research reveals generations split on ESG investing

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.

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HNW clients underestimate retirement funding

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.

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Saltus buys £300m AUM Financial Planning firm

Wealth manager Saltus Group has acquired Farnham-based Financial Planning firm Fish Financial for an undisclosed sum.

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