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
How life insurance can help address new inheritance tax liabilities for farmers
As financial advisers and legal professionals, you are at the forefront of helping your clients navigate the complex landscape of tax liabilities, especially in light of recent changes to inheritance tax (IHT) regulations. One particular [...]
Leading Insurance Expert Announces Office Expansion to Support Continued Growth
John Lamb Hill Oldridge, the UK’s foremost specialist protection adviser, is excited to announce the expansion of its office space to the City of London to accommodate the company’s ongoing growth and to better serve [...]
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 [...]