CITYWEALTH LEADERS LIST 2017
We are delighted to announce that Paula Steele our Managing Director has once again been included in the Citywealth Leaders List.
The Citywealth Leaders List is a best of the best directory of leading professionals in the private wealth management and private client industry. The list brings together lawyers, accountants, family offices, private bankers and trustees who deal with private UHNW clients. The list is the result of an ongoing year-long programme of peer recommendation and rigorous verification.
Other Insights
Title: Practical tips for women in the UHNW advisory sector by Alex Gibson-Watt published in IFA magazine
As a woman working within the UHNW advisory sector, you have a unique opportunity to break barriers, lead change, and create a more inclusive future. Here’s some personal advice to not only thrive but accelerate [...]
The important role life insurance can play for high-net-worth and ultra-high-net-worth individuals following the proposed changes to Business Relief and non-domiciled tax rules
In the new Labour government’s Autumn Budget, Chancellor Rachel Reeves announced some of the biggest changes to tax rules for non-domiciled individuals for many years. As a result, many high-net-worth and ultra-high-net-worth clients are considering [...]
Q&A with Holly Hill, Associate Director at John Lamb Hill Oldridge
In this new series of Q&A articles, you can learn more about our esteemed team members who ensure that our clients receive the very highest level of service. Holly Hill is an Associate Director at [...]
