The wealth landscape for the year ahead remains difficult to predict, and the enquiries we are receiving reflect a really broad range of concerns.
Business owners have a lot to gain through having a wealth manager align their business and personal financial strategies, particularly when it comes to private client lending.
Increasingly automated decision-making is shutting many High Net Worth Individuals out of traditional borrowing routes, and opening the way for wealth managers to step into the breach with their very much more personal approach.