New Products

Beverly Hills Wealth Management Launches HNW Insurance Arm

Harriet Davies Editor - Family Wealth Report 18 January 2012

Beverly Hills Wealth Management Launches HNW Insurance Arm

Beverly Hills Wealth Management has partnered with Highland Capital Brokerage, a subsidiary of National Financial Partners Corp, for consulting and insurance services.

Under the deal, Highland Capital will provide the wealth management firm’s high net worth clients with insurance services through a new company, BHWM Insurance Services.

The new unit will provide Beverly Hills advisors with point-of-sale support, marketing services, and estate and business planning techniques, giving them access to a broader range of investment and insurance services.

“We are very excited and value our new relationship with Beverly Hills Wealth Management,” said David Braun, managing principal of HCB Los Angeles. “Our new partnership will support BHWM’s service offering, and we look forward to working closely together over the years ahead.”

Register for WealthBriefing today

Gain access to regular and exclusive research on the global wealth management sector along with the opportunity to attend industry events such as exclusive invites to Breakfast Briefings and Summits in the major wealth management centres and industry leading awards programmes