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.
BofA Private Bank Hires Citi's Palacio in South Florida Push
By Katherine DohertyHe will join Bank of America in October with a focus on growing the firm's ultra-high-net-worth and family office business.
August 06, 2024
Estate Tax Exemption Clock Is Ticking Even Faster for These Wealthy ClientsPrivate equity owners and investors have complicated moves to make in the coming months.
August 05, 2024
$3.6B West Coast RIA to Join Colony GroupThe two Focus Financial affiliates are forming a combined entity with some $114 billion in assets.
August 04, 2024
4 Ways to Help Clients With Digital AssetsClients are increasingly looking to financial advisors to safeguard these assets and add them to estate plans.
August 01, 2024
Dropbox Co-Founder Claims JPMorgan Advisor Cost Him Over $225MArash Ferdowsi alleges that he was steered to unsuitable investments rather than index funds.
August 01, 2024
SEI, Canoe Update Data Flows for Family OfficesPrivate equity and hedge fund valuations, as well as private equity call and distribution data. are now automated.
July 31, 2024
8 Ways the Advice and Investing Worlds Are Changing NowTCW CEO Katie Koch and Hightower CEO Bob Oros point to rising client expectations and RIA growth, for instance.
July 31, 2024
Merrill Unveils New Scheduling Tool for Clients, ProspectsMeetings can be easily arranged and rescheduleed as needed based on advisors' real-time availability.