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  • Penny Lovell, CEO of Sanlam UK's Private Office

    Sanlam HNW client Private Office recruits two from rival

  • HNW clients feature

    Top 10 Planner Tips on working with HNW clients

  • PMN website

    Close Brothers AM buys Chartered Planner firm

  • Many HNW clients are concerned about IHT and planning for later life

    IHT is top concern of HNW clients 

  • Retired IFA Harry Katz

    Column: Is IHT really keeping HNW clients up at night?

  • Saltus website

    Poor ESG returns putting off HNW investors

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