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.
Mercer Nabs $2.5B UHNW Group
By Janet LevauxMDK Private Wealth provides services like private banking, aviation and boat advisory work, as well as executive planning.
February 29, 2024
10 Trends Driving the High-Net-Worth Market: CerulliWealth has become more concentrated, and advisors are evolving to acquire and retain clients over the long term.
February 29, 2024
LPL's Strategic Wealth Channel Lures Billion-Dollar Merrill TeamContinuity Private Wealth is the 40th group to join the channel, aimed at HNW teams wanting greater autonomy.
February 26, 2024
Goldman Promotes Meena Flynn to Co-Lead UHNW PushOverall, the firm wants to boost its private wealth-management results and become less reliant on volatile trading revenue.
February 22, 2024
Mercer Advisors Names New CFOGün Keresteci was previously the global head of finance at consultancy McKinsey & Co.
February 21, 2024
LPL Sees Recruiting Benefits From Souped-Up HNW ServicesMany advisors on the move today want the ability to serve wealthy clients more holistically, Jen Hollers says.
February 21, 2024
Axcelus, John Hancock Top the Senate Finance Private Life RankingsRon Wyden, a critic, surveyed seven providers and collected data on the ultra-high-net-worth clients' policies.
February 21, 2024
SEI Invests $10M in Platform Maker TIFINThe news comes about two months after the firm said it was buying the alts platform Altigo.