Need to better understand their investment goals
Plans to target HNW individuals
Join from HSBC and Royal London
Launches private office arm
The Financial Conduct Authority (FCA) want to completely exclude pension wealth from high net worth investor (HNWI) calculations in order to prevent retirees losing their nest egg in high risk sophisticated investments.
The Financial Conduct Authority (FCA) has revamped its at-retirement rules as a result of pensions freedom and choice reforms which opened up the retirement income market.
Investec Wealth & Investment has launched a private office to expand its services for high net worth clients.