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.
A Christmas Rant
By Richard HoeDo you ever read or watch the interviews on Bloomberg.com? Bloomberg, like its competitor Reuters, is synonymous with investing.
December 13, 2011
Senators Cite Deficiencies in FHFA's Oversight of Fannie and FreddieAs part of an ongoing series of hearings on how to reform housing finance, the Senate Banking Committee heard testimony on Tuesday from the Federal Housing Finance Agencys first inspector general, Steve Linick.
December 12, 2011
Philanthropy Focus: US Bank and the UHNW, Pt. 2—EntrepreneursMichael Cole, president of US Bank's Ascent Private Capital Management, says that UHNW clients can find community around philanthropy, and can use their entrepreneurial skills as well.
December 09, 2011
Five Characteristics of Ultra-High-Net-Worth InvestorsMany financial advisors dream of catering to the most elite investors seeking advice on how to invest their great fortunes. Here is an inside look into the attitudes and characteristics of the denizens of elite advisors mahogany-paneled executive suites.
December 05, 2011
Heritage Planning, Pt. 2: The Future of Your Clients’ FamiliesA comprehensive solution to closing the gap in family heritage planning.
December 01, 2011
Top 10 Favorite Athlete-PhilanthropistsSome might say sports stars make too much money, but many of them do what they can to help others in need.
November 23, 2011
‘Love’ Your Employees, and Your Bottom Line Will Love You, Says Former CEOWhen Todd Patkin ran his company, he was fond of giving hugs to employees, saying that what they cravedmore than moneywas appreciation, respect and, yes, love.