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.
Citi Taps UBS Exec for Family Office Group
By Dinah Wisenberg BrinThe move is part of the global banking company's focus on ultra-high-net-worth clients and families.
March 20, 2024
Caprock Scoops Up $2.2B Boutique Advisory ShopThe deal with the Chicago firm brings the RIA's assets under advisement to more than $11 billion.
March 18, 2024
BBVA Opens Miami Advisory for Wealthy Latin American ClientsThe Spanish bank already offers international wealth services in Spain and Switzerland.
March 15, 2024
How Advisors Can Make a Difference for Aging ClientsFinancial professionals need to navigate end-of-life discussions to provide support as conditions change.
March 15, 2024
Goldman's CEO Says He's Optimistic About 2024 as Markets ReboundLast year, the bank embarked on one of its biggest rounds of job cuts ever, eliminating 3,200 jobs.
March 13, 2024
NFL Players Draft Ameriprise for Financial AdviceDesignated advisors will work individually with current and retired athletes to provide holistic financial planning.
March 13, 2024
Credit Suisse Client in Tax Dodge Case Gets $15M BailDan Rotta, 77, was arrested Saturday in Miami and must remain under house arrest with electronic monitoring, a federal judge ruled.
March 12, 2024
UBS Catch-Up on U.S. Wealth Market Will Take Time: ErmottiThe Swiss bank plans to use parts of Credit Suisse's more muscular investment bank to serve its wealth management clients.