John Lamb Hill Oldridge won UHNW Private Client Services of the Year (Gold) 2023
We are delighted to announce that John Lamb Hill Oldridge won UHNW Private Client Services of the Year (Gold) for the second year in a row!
Last night, Alex Gibson-Watt and Ken Maxwell attended the Citywealth Magic Circle Awards 2023 ceremony in London.
These prestigious awards, which recognise the talent and achievements of the private wealth sector during the previous 12 months, have been running for over 17 years.
A huge thanks to the judges at Citywealth, and to anyone who voted online, for recognising and rewarding our successes.
Congratulations to all the finalists and winners!
_____
John Lamb Hill Oldridge | The UK’s Foremost Specialist Protection Adviser
Other Insights
‘Underwriting challenges of the hazardous pursuits of HNW and UHNW individuals’ by Jacob Fay published in COVER Magazine
"It is important that advisers can approach the whole market" Hazardous pursuits encompass a broad range of high-intensity activities that often involve elements of speed, height, and exposure to challenging environments. Many of these pursuits [...]
‘Simplifying life insurance for financial planning clients’ by Jonathan Morris and Darren Lee published in FT Adviser
Research suggests that confusion around life insurance is one of the reasons fewer millennials are buying policies compared to previous generations. Long-winded questionnaires and the possibility of medical screenings add to the complexity. It is [...]
Business Relief as an offset for inheritance tax: Here is how it might work
At the end of their lives, your clients are likely to want to bestow a significant amount of their wealth and assets to their family. If they have accrued a sizeable estate, their beneficiaries might [...]
