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 Fun Ways to Meet Wealthy Prospects
By Bryce SandersPeople tend do business with people they like. Meet them socially, get them to like you and then see where it goes.
March 28, 2023
15 Richest Women in the World: Forbes, 2023We combed through Forbes' Real-Time Billionaires List to identify the wealthiest women today across the globe.
March 27, 2023
What's Next for SVB's Advisors After First Citizens Deal?The wealth unit had $16 billion of client assets last year and 190 employees, many of whom were registered investment advisors.
March 23, 2023
Wall Street Eases Hiring Freeze in Grab for Credit Suisse TalentHeadhunting firms working with banks like Goldman Sachs have started to fly representatives into Zurich to speak with candidates.
March 19, 2023
UBS to Buy Credit Suisse in $3.2B DealThe deal includes a price per share that is nearly 100% lower than Credit Suisse's peak stock price in 2007.
March 16, 2023
UBS, Credit Suisse Oppose Idea of Forced Combination, Sources SayUBS would prefer to focus on its own wealth-centric standalone strategy and is reluctant to take on risks related to Credit Suisse.
March 16, 2023
First Republic Goes From Wall Street Raider to Rescue Target in DaysIt's a stunning turn of events for the bank, which built a wealth management franchise with about $271 billion in assets.
March 16, 2023
How to Tap Into the 'Phenomenal' Growth of Wealthy ClientsMercer Advisors' Jeremiah Barlow discusses how advisors can expand their work with HNW, UHNW and family office clients.