ESG Investing for HNW Clients: What Advisers Need to Know
ESG investing is reshaping wealth management. Here is what UK advisers serving HNW clients need to know about regulation, due diligence, and strategy.
Articles by Jonny Rowse
The Advice Guidance Boundary Review: What Wealth Advisers Should Prepare For
Targeted support went live on 6 April 2026 and simplified advice is still in consultation. Where the FCA advice guidance boundary review has actually got to.
Succession Planning for Your Wealth Advisory Practice
How to build a wealth advisory practice with transferable value, plan your exit, and protect client relationships through succession.
Model Portfolio Services vs Bespoke Portfolios: Which Approach Suits Your Practice?
MPS vs bespoke portfolios: a practical comparison to help UK wealth advisers choose the right investment approach for their practice.
Discretionary Fund Management: What Advisers Need to Know
What is discretionary fund management, how does it work, and why are more UK wealth advisers outsourcing to DFMs? A practical guide for advice practices.
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.
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.