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
‘Must have protection for businesses is same as for individuals’ Paula Steele interviewed for FTAdviser
Business protection is just as important as personal protection, but it requires specialist knowledge and skill to secure the most suitable cover for high-net-worth and ultra-high-net-worth clients. This was the subject of discussion when Director [...]
Ken Maxwell appears on Professional Adviser TV to discuss the unique needs of high-net-worth and ultra-high-net-worth clients
John Lamb Hill Oldridge Director Ken Maxwell appeared on a recent episode of Professional Adviser TV. Alongside the presenters, Ken discussed the unique needs of high-net-worth and ultra-high-net-worth clients amid the changes to the non-dom [...]
John Lamb Hill Oldridge featured in the Financial Times: Life insurance and inheritance tax planning
Our Associate Director, Holly Hill, was quoted in a recent article by the Financial Times exploring how changes to inheritance tax thresholds are prompting a closer look at protection-based solutions. You can find the article [...]