Holistic Wealth Planners: The Financial Concierge for a Borderless World

As high-net-worth individuals (HNWIs) continue to leave the UK in significant numbers, traditional financial advisers face an increasingly complex challenge: maintaining trusted relationships across borders in a tightly regulated landscape. Recent data from Savory & Partners reveals a sharp uptick in UK relocation enquiries following the Autumn 2024 Budget, with destinations such as the UAE, … Continue reading Holistic Wealth Planners: The Financial Concierge for a Borderless World