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.
Corient Inks Yet Another Deal, for $3.5B UHNW Firm
By John ManganaroThe acquisition of Breed's Hill Capital follows a recent double deal bringing $214 billion in new client assets.
September 02, 2025
Corient Strikes Two Deals, Creating $430B Wealth GiantThe additions of Stonehage Fleming and Stanhope Capital Group bring $214 billion in assets to the UHNW specialist firm.
August 27, 2025
MAI Capital to Unite With UHNW-Focused Evoke AdvisorsSenior executives say the deal will elevate the scope and quality of services provided to their combined clients.
August 26, 2025
HNW Client Segment to Hit $30T by 2028: CerulliWealth creation and concentration among highly affluent households have surged in recent years — with more growth coming.
August 26, 2025
7 Cities Where a Luxury Home Costs Less Than $1MIn early 2025, the U.S. mean luxury home sale price was $1,348,065 — up 88% from 2015, Redfin finds.
August 22, 2025
Proposed Social Security-Style Long-Term Care Benefit Gets High MarksProvisions of the WISH Act would dramatically improve many Americans’ retirement prospects, a Morningstar report suggests.
August 22, 2025
How RILAs Can Help Balance Growth and ProtectionJoin ThinkAdvisor for an in-depth look at registered indexed-linked annuities during our Aug. 26 webcast.
August 21, 2025
10 Medicare Truths That Can Trip Up Clients, AdvisorsClients are often confused about how the program works, and advisors may also be unclear about certain aspects.