UHNW Client Services
Find the latest news, trends and analysis wealth managers and advisors need to provide their ultra-high-net-worth clients with outstanding service while growing their businesses.
July 05, 2024
Focus Financial to Merge Two Wealth Shops in ChicagoThe combined firm is expected to manage over $24 billion in client assets.
July 03, 2024
When Clients Consider You 'One of the Family'As anyone with a family knows, there are pros and cons to such close relationships.
July 03, 2024
5 Things to Know About the Global Life High-Net-Worth MarketA Manulife exec recently talked about reaching the wealthy, the ultra-wealthy and "millionaires next door."
July 02, 2024
BNY Grabs Nuveen CEO as Its New Head of Wealth and InvestmentsJose Minaya will join in September, taking over from Hanneke Smits, who will retire.
June 27, 2024
UBS Creates New Wealth Unit, Names New U.S. ChiefMichael Camacho, formerly of JPMorgan, will lead wealth management in the U.S. for UBS starting in September.
June 26, 2024
BlackRock to Add Private Assets to Model Portfolios for Wealthy ClientsThe firm will work with GeoWealth to offer private equity and debt funds in customized portfolios for financial advisors.
June 25, 2024
In Wealthy Families, Inheritance Distress Goes Beyond MoneyA common conflict: Who gets to keep sentimental objects and collectibles? What if no one wants them?
June 21, 2024
The Summer's Best New Rosé WinesToday's wide range of hues, grape varieties and winemaking techniques mean bigger choices in style than ever.
June 21, 2024
Wealth.com Launches Family Office-Inspired Estate Planning ToolsThe new tools are intended to help advisors navigate HNW planning issues like trusts and generation-skipping transfer taxes.
June 17, 2024
For Advisors, an Untapped Opportunity in Donor-Advised FundsDemand for DAFs and other giving vehicles is rising among corporations and VIP clients, United Charitable's CEO says.