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.
JPMorgan to Offer Clients Financing Against Crypto ETFs
By Emily Nicholle and Hannah LevittThe bank will soon let retail and HNW clients use holdings of iShares Bitcoin Trust as collateral for loans.
June 03, 2025
Alternative Assets Aren't a Good Deal for Clients: Expert"Alts bring extraordinary costs but ordinary returns," says investment consultant and author Richard Ennis, CFA.
June 03, 2025
Mercer Adds $2B Wealth Team in OklahomaThe RIA's second deal in the state brings its asset base in Texas and Oklahoma to $7 billion.
May 29, 2025
10 U.S. Cities With the Most Millionaires: 2025The U.S. has more millionaires than any other country, by far, Henley & Partners reports. Here's where to find them.
May 29, 2025
At Morgan Stanley, This Ex-Teacher Schools the Heirs of Ultra-Wealthy ClientsPublic schoolteacher turned executive director Charline Burgess prepares the next generation to be stewards of great wealth.
May 28, 2025
How to Become an MVP for HNW ClientsThe wealthy don’t often realize what they need until a problem arises. That’s where financial advisors come in.
May 16, 2025
Will Annuity Capital Sidecars Keep Rolling?Market volatility could scare away the investors who fuel the sidecars or make them more confident.
May 16, 2025
For Advisors, 'More Modern Way of Working' Means Far Less PaperworkAutomation can enable financial professionals to focus on the client experience, says Ritik Malhotra of Savvy Wealth.