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.
Cambridge Rolls Out 'Personal CFO' Service for Wealthy Clients
By John ManganaroThe new service includes cash-flow management, tax planning, wealth protection and more for HNW and UHNW investors.
April 01, 2024
How Much It Takes to Join the Top 1%, in 17 CountriesThe top country on this list has a threshold more than twice that of the U.S.
March 29, 2024
The Best View of Closely Held Business Transactions: It's a ProcessA sale or similar liquidity event is not a one-time occurrence for either the buyer or seller.
March 28, 2024
10 Trends Shaping Wealth Management in 2024As many investors look beyond prioritizing wealth preservation, wealth managers must get creative, according to Capgemini.
March 28, 2024
UBS Pays CEO $15.9MSergio Ermotti returned to the post last April, after the bank said it was rescuing its former rival Credit Suisse.
March 27, 2024
RIA Integrated Partners Helps Accounting Firm Launch Wealth UnitThe new partnership is a direct response to the growing complexity facing advisors and clients alike.
March 26, 2024
Top 11 U.S. Cities for Millionaires: 2024Thirty-seven percent of the world's millionaires call the U.S. home. Here's where to find them.
March 25, 2024
Suze Orman: 'Smart People Don't Pass Up Free Money'SecureSave co-founders Orman and Devin Miller, its CEO, say even the wealthy should have workplace emergency savings accounts.