HNW

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.

James Trude (Clime) and Michael Karagianis (JANA) take a look at the intricacies of building a sustainable HNW client offering, and explore the opportunity for advice practices from a growth in intergenerational wealth transfer

Advisers are increasingly recognising that the rules around investing don’t apply to the next generation of clients, so to attract the next generation of clients, advisers will need to rethink their approach to servicing a very diverse demographic base, says James Kingston - BlackRock

High-net-worth (HNW) clients tend to be sophisticated investors with more complex investment needs. Alex Ventelon (Morgan Stanley) and Kyle Lidbury (Perpetual Private) discuss their approach to portfolio management for these types of clients.

Do the needs of high-net-worth (HNW) clients really differ from retail investors, and is this cohort actually more profitable for an advice business? Drawing on their experience working with HNW clients, Andrew Tracy (JBWere) and Will Howard (Fitzpatricks Private Wealth) share some of their insights.