Citi Wealth has appointed Adam Clark as its global head of wealth planning
Confidence among UK high-net-worth individuals (HNWIs) is continuing to weaken as fears over government tax and wealth policy is increasingly shaping how families protect and pass on their assets, Saltus has stated.
The latest Saltus Wealth Index Report showed that the biannual barometer of HNWIs’ confidence fell from 64.7 a year ago to 60.3
For many CFOs and trustees, small DB schemes feel stable but not yet fully resolved. Without deliberate planning, gradual risks emerge. Moving from stability to a clear endgame requires focus.