Research, market briefs and working notes on HNW client acquisition. Market commentary, not financial advice, and written for people whose compliance team reads what they share.
What's moving in the UK high-net-worth market this quarter: wealth flows, trigger events, and where the acquisition opportunities sit for advisers.
Read the brief → AcquisitionReach down 70%, engagement up 18%. LinkedIn replaced the relationship graph with an interest graph, and topic authority now beats network size. What it means for a regulated adviser's visibility, in plain English.
Read →The AI Wealth Insider goes out on LinkedIn. The most useful recent editions, now living here in full:
Inheritance tax is no longer a niche concern for estate planning specialists. What the change means for advisers, and why the window matters now.
Read → Market intelligenceEvery headline this year says the rich are fleeing Britain. Here's what's actually happening, and what it means for your pipeline.
Read → Market intelligenceWhat live geopolitics is doing to UHNW capital flows, and where the acquisition opportunity sits for advisers watching it.
Read → AcquisitionThe data on ultra-high-net-worth wealth points one way. What it means for advisory practices that want a share of it.
Read →Quarterly HNW and UHNW market intelligence.
Positioning, prospecting and LinkedIn method notes.
What actually saves advisers time, tested, with the failures included.
Market insights and working notes, straight to your inbox. No pitch parade.