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.
The Homeowners' Insurance Crisis Hits High-Net-Worth Clients, Too
By Katherine FrattarolaSome might ask you for ideas about where to get help.
April 14, 2025
15 Cities With the Most Millionaires: 2025These global urban centers blend investment freedom with lifestyle dividends, Henley & Partners’ annual report found.
April 11, 2025
Top 10 Countries for Wealthy FamiliesThese countries offer quality education, top-tier employment opportunities and good quality of life, Henley & Partners finds.
April 10, 2025
Citi's Sieg Tells Wealthy Clients: Don’t Buy the Dip“Let’s try to be disciplined ... [when] the world’s moving very fast,” said the former head of Merrill.
April 03, 2025
How to Help Clients Prepare for a Possible Estate Tax Exemption SunsetAdvisors and clients should prepare for the possibility that lawmakers' effort to renew the 2017 threshold falls apart.
April 02, 2025
Morgan Stanley Nabs $1B Team From UBSThe New York-based group focuses on serving professional athletes and entertainers.
March 28, 2025
How Holistic Tax Overlays Can Benefit Wealthy ClientsWhen implemented properly, this approach has the potential to significantly improve clients’ after-tax returns.
March 28, 2025
IWI Set to Focus on Advisor Teams, HNW Planning at EventThe Investments & Wealth Institute will host its 36th annual conference in Austin from Sunday to Tuesday.