Connecting you to the information and advisors you need, when you need it.
We aim to deliver engaging and relevant content at the click of a button, but it doesn't end there. We want our members to actively be involved in sharing their knowledge and ideas with their peers.
Meet the team
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David Bell
David has experience in advising high net worth clients on a range of areas relating to personal tax and financial planning. He is a chartered accountant with a background in tax, wealth planning and marketing.
David understands the major themes and ideas of the global private wealth industry and can turn this ideas into compelling content for your business. Using the extensive network of PCD Club, he is able to call on leading figures from the industry to feature in content and promote that output to a substantial audience of professionals around the world.
David understands the major themes and ideas of the global private wealth industry and can turn this ideas into compelling content for your business. Using the extensive network of PCD Club, he is able to call on leading figures from the industry to feature in content and promote that output to a substantial audience of professionals around the world.
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Ken Chapman
I have worked in senior roles with a number of leading financial services organisations over the last 30 years in the UK and elsewhere this includes Merrill Lynch International Bank, Credit Suisse Private Bank, Bank of Singapore and EFG Private Bank in Mayfair, London.
I have worked with families and individuals helping them to structure efficiently and in line with their long term objectives. Clients I have worked with include senior executives, family offices, celebrities, tech entrepreneurs, hedge fund managers and fintech companies.
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Access for a team to the HNW Advisor training platform and materials.
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Downloadable CPD certificates.
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Professional advisors need a resource that is cutting edge, informative and engaging.
HNW Advisor puts you in the driving seat.
Access video-based case studies on the latest trends in wealth management for high net worth individuals alongside regional data cards offering up-to-date information; all topped off by summary articles providing insight into what you should be looking at when planning for your clients.