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.
Orion Augments Platform to Help Advisors Win Wealthiest Clients
By John ManganaroAn influx of new millionaires will demand personalized solutions from financial professionals and service providers.
January 31, 2025
Blackstone Sees Trillions From Rich Flowing to Private MarketsThe firm's private wealth unit, launched in 2011, now manages over $250 billion for individual investors.
January 29, 2025
Your Business Client Could Become Disabled, or DieInsurance can be part of designing an effective succession strategy to protect an ongoing enterprise, Dan Sudit maintains.
January 29, 2025
Tax Pro Returns to EP Wealth in New RoleApril Rosenberry will focus on the firm's ultra-high-net-worth, tax and estate offerings.
January 28, 2025
Corient Acquires $10B Multi-Family Office in New YorkThe move reinforces the firm's presence in one of the nation’s largest wealth management markets.
January 27, 2025
UBS Axes Hundreds of Jobs as Integration Gathers PaceThe firm has begun job cuts in Switzerland and is getting rid of the Credit Suisse brand.
January 27, 2025
Citi Reworks Its Private Bank as Head Leaves Firm After 18 YearsWith Ida Liu's departure, the unit's four regional heads will report to Andy Sieg, head of Citi's wealth business.
January 26, 2025
9 Ways Museums Can Help You Meet the WealthyOne of the most important benefits is right there on the wall.