Private Markets for HNW Clients: How Advisers Can Access Alternative Investments
How wealth advisers can access private equity, venture capital, private credit, and real assets for HNW clients. Routes, due diligence, and suitability.
Articles by Jonny Rowse
Intergenerational Wealth Transfer: How Advisers Can Bridge the Generational Gap
How wealth advisers can prepare for intergenerational wealth transfer. Strategies for retaining assets and building multigenerational client relationships.
Due Diligence When Choosing a Discretionary Fund Manager
A practical due diligence framework for wealth advisers evaluating discretionary fund managers. What to check, what to ask, and what to avoid.
How to Structure Client Review Meetings That Add Real Value
A practical framework for wealth advisers to run client review meetings that strengthen relationships, demonstrate value, and improve outcomes.
New Tax Year Planning for HNW Clients: What Advisers Should Prioritise in 2026/27
The 2026/27 tax year starts today. Here is what wealth advisers should prioritise for HNW clients, from frozen thresholds to pension and CGT planning.
How Turnkey MFO Solutions Are Reshaping UK Wealth Management
Turnkey multi-family office solutions are giving independent advisers access to institutional infrastructure. Here is how they work and who they suit.
The Role of Institutional Custody in Client Confidence
Why custody arrangements matter more than most advisers think, and how institutional-grade custody builds client trust and practice value.
Why Independent Advisers Are Outgrowing Networks
More wealth advisers are leaving networks to go fully independent. We look at the reasons behind the trend and what it takes to make the move.
Choosing the Right Platform for Your Wealth Practice
A practical framework for wealth advisers evaluating platform options, from custody and reporting to scalability and cost.