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.
One Strategy for All Net-Worth Levels? It Can Be Done, Exec Says
By John ManganaroNew technology and new ways of thinking let advisors do more for more people, Libretto's Jeff Coyle says.
January 14, 2026
Wealthy Clients Need More Advisory Services: BlackRockNew survey findings suggest a gap between client expectations and advisor workflows.
January 13, 2026
Creative Planning Scoops Up Swiss Wealth FirmThe deal is the mega-RIA's first international acquisition.
January 12, 2026
Top 10 Global Cities for the Ultra-Wealthy: 2025By 2040, Altrata’s research indicates, Generation Z and millennials will comprise nearly 35% of the global rich population.
January 08, 2026
4 Trends Dominating the Luxury Real Estate Market in 2026Some wealthy buyers are prioritizing features like guesthouses and fully detached apartments, says a Sotheby's exec.
January 08, 2026
5 Wealth Management Trends for 2026The business model is under pressure as the new year begins, according to OliverWyman.
January 06, 2026
What Advisors Can Expect From Private Credit in 2026The segment deserves a serious look. But as with all things in finance, structure, history and discipline matter.
January 06, 2026
Crypto Latecomer Morgan Stanley Files for Bitcoin, Solana ETFsThe filing comes as Wall Street's traditional players deepen their digital asset footprint.