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
Our volunteering day with Thrive:
Earlier this summer, the JLHO team spent a day volunteering with Thrive, the gardening for health charity. Thrive uses gardening and time spent in nature to support people living with physical disabilities, ill health and [...]
How perceptions of risk can influence protection decisions
Financial decisions are not always made purely on the basis of probability or financial consequence. Behavioural finance has long demonstrated that people respond differently to gains, losses and uncertain future events. As a result, some [...]
The importance of key person and shareholder insurance
Many successful businesses are dependent on a relatively small number of individuals. This is particularly true of founder-led and specialist businesses, where leadership, technical knowledge, client relationships or commercial experience may be concentrated among only [...]