high net worth

• Building a practice with HNW clients

  Vincent O’Neill (Stanford Brown) and Michael Karagianis (JANA Investment Advisers) discuss how advice firms successfully attract and support HNW clients, while individualising the advice service offering for them.

   

• Targeting high-net-worth validators

  Martin Morris (Centric) provides insights into the growth of high-net-worth investors, including what drives their behaviour towards investing, and thoughts on how advisers should approach this cohort of sophisticated investors