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.
JPMorgan Joins AQR, Two Sigma in Launching 'Tax-Aware' Strategy
By Katie GreifeldThe private fund, aimed at wealthy investors, takes bullish positions in a basket of stocks while also betting against certain companies.
December 22, 2025
State Street Private Credit ETF Stalls in Year of Industry SnagsMultiple issues have fueled concerns that illiquid, hard-to-sell assets aren’t suitable for the everyday investors.
December 18, 2025
PIMCO Gathers $7B for New Asset-Based Finance StrategyThe effort includes its first funds designed exclusively for wealthy individuals.and insurance companies.
December 18, 2025
UBS Plans January Job CutsAnother round of layoffs is set for later in 2026, when the firm switches off computer systems it acquired from Credit Suisse.
December 16, 2025
What It Takes to Wow Ultra-Wealthy ClientsMorgan Stanley’s Valerie Wong Fountain oversees a curated platform of more than 100 specialty UHNW service providers.
December 12, 2025
Time, Health and Money: What Tradeoffs Would Americans Make?A new survey on retirement attempted to tease out respondents' biggest life priorities.
December 11, 2025
Trump Administration Plans to Boost Tax Break for CorporationsThe move aims to weaken the 15% minimum tax, which former President Joe Biden signed into law in 2022.
December 10, 2025
Wealth Managers Add Services, and Fees, to Meet UHNW Demand: CerulliFirms are adding nontraditional offerings along with business and foundation planning, new research finds.