Client retention was "excellent" at 99 per cent during the first half of this year, with 543 clients having associated dependant accounts.
Separately, Saunderson House reported a strong demand for discretionary management service (DMS), owing to 60 per cent of new client wins in the first half of this year. Of those 60 per cent, 40 per cent had come from new market areas outside its specialty.
Mr Overy said the DMS and associated dependant accounts would enable Saunderson House to build on its younger client base.
"We want to engage with our clients who have children that will inherit wealth," Mr Overy said.
"When they are able to manage their wealth, we will meet with these clients. At the moment we have 1,000 potential dependent clients."
rosie.quigley@ft.com
