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
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 [...]
Why misconceptions about protection could leave some estates exposed
Protection planning can sometimes be deferred by high-net-worth and ultra-high-net-worth clients, particularly where the immediate focus is on investment, estate planning and tax efficiency. In some cases, this is also influenced by misconceptions about the [...]
John Lamb Hill Oldridge announces new charity partnership with Thrive
We're proud to announce our new charity partnership with Thrive. At John Lamb Hill Oldridge, we believe in supporting organisations that make a meaningful difference in people's lives and communities. That's why we're delighted to [...]