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.
10 Billionaires Who Have Lost Big in 2022
By Dinah Wisenberg BrinWith slumping markets and a few spectacular meltdowns, it's been a volatile year for some of the world's richest.
November 22, 2022
16 Over-the-Top Luxury Gifts for 2022From handbags to watches, here are 16 presents your wealthiest clients might consider for their nearest and dearest.
November 22, 2022
Family Offices Go Digital With Pershing-Arta DealBNY Mellon | Pershing CEO Jim Crowley and Arta CEO Caesar Sengupta explain how the new platform could impact advisors and wealthy clients.
November 22, 2022
Wealth Managers With the Best & Worst Apps, Websites: J.D. PowerBased on responses from some 6,400 full-service and self-directed investors, the results show the critical role of technology.
November 21, 2022
World's 15 Safest Cities to Visit in 2023Here are the safest cities for travelers, according to a Berkshire Hathaway Travel Protection poll of visitors with first-hand knowledge of these hot spots.
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November 21, 2022
12 Top Tax Questions About Capital Gains, Losses and Worthless SecuritiesYour clients have questions about how 2022's volatile market will impact their tax bill. Here's how to respond.
November 20, 2022
Higher Rates Mean 'Bonds Are Back:' JPMorgan's Bob Michele"Every wealth-management platform in JPMorgan, every institutional client -- they're coming to us, they're putting money in bonds,"
said the CIO.
November 17, 2022
UBS Launches New Offering For UHNW Clients: Tech RoundupAlso, FP Alpha releases second-generation tax projection tool.