High Net Worth
S7 Capital Management launches as ‘yield focused’ offshore advice firm
Harpreet Sajjan, who served as an executive director at structured products specialist Mayfields
Capital, has launched an independent investment advisory company focused on capturing offshore investment opportunities for high-net-worth individuals.
Wealth managers in danger of losing the youth
High net worth individuals are generally pretty happy with their wealth managers at the moment.
Eleven advice meetings a year is the ‘sweet spot’ for HNWIs
High net worth individuals say 11 interactions a year is the “sweet-spot” level of contact with their relationship managers at wealth management firms, according to a survey by NPG Wealth Management, SEI and Scorpio Partnership.
BNY Mellon abandons Asian platform
American asset manager, BNY Mellon, has decided to shut down its platform for high net worth individuals in Singapore and Hong Kong after just 16 months.
Wealth manager ‘dating’ service secures £500k
A UK-based online “dating” service that matches affluent individuals with wealth managers has been granted half a million pounds to help build up its business in Asia.