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.
SEIA Taps Ex-Fidelity Exec to Head Estate, Tax Planning
By John ManganaroBrad Repinsky joins the wealth management firm after serving in leadership roles at Fidelity and Goldman Sachs.
July 14, 2025
Morgan Stanley, Goldman and Wells Fargo to Settle $120M LawsuitThe trio helped Bill Hwang’s $36 billion family office place massive bets on stocks.
July 11, 2025
Private Credit Lures the Ultra-Rich Sitting on $3.1TFamily offices represent a vast pool of capital and are increasingly seeking new sources of returns.
July 10, 2025
Fintech iCapital Raises $820MThe alternatives platform provider says it is now valued at $7.5 billion.
July 10, 2025
RBC Recruits $1.7B Ex-UBS Team for New Downstate NY BranchThe eight-member team joined RBC’s new branch in Westchester, New York.
July 10, 2025
Why These Commonwealth Advisors Are Happily Giving LPL a ChanceLPL’s leadership has been clear and consistent in its messaging to incoming Commonwealth teams, three advisors say.
July 08, 2025
Trust That These Trusts Have Value in a Higher Rate EnvironmentBill Gates, Warren Buffett and the Waltons have used this type of arrangement, and your UHNW clients can, too.
July 08, 2025
12 States With the Most Potential AUM per AdvisorSeven states have more than $100 million in prospective assets available per advisor, SmartAsset reported.