UHNW Client Services
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Wealth Managers Add Services, and Fees, to Meet UHNW Demand: Cerulli
By Michael S. FischerFirms are adding nontraditional offerings along with business and foundation planning, new research finds.
December 09, 2025
World’s Rich Own Triple the Wealth of Poorest Half: StudyA little under 60,000 multimillionaires, the world's top 0.001%, have an average of about $1.2 billion.
December 09, 2025
JPMorgan Seeks to Turn Muni Funds With $840M Into ETFsBoth funds focus on investing in investment-grade muni bonds from California and New York, respectively.
December 09, 2025
Wealth Managers Add Services, and Fees, to Meet UHNW Demand: CerulliFirms are adding nontraditional offerings along with business and foundation planning, new research finds.
December 08, 2025
Wealthy Clients Also Have Medicare Knowledge GapsA plan operations specialist looks at what even people who know plenty might miss.
December 08, 2025
Invesco Teams to Boost Private Equity and Credit OfferingsIt will work with LGT Capital Partners on portfolios of alternative assets for U.S. retail and retirement invesors.
December 05, 2025
Vanguard Plans Miami ExpansionThe firm also may expand its offshore services in the next 12 to 18 months in places like California and Houston.
December 05, 2025
10 Ways HNW Families Think About Their WealthNorth American families with $5 million or more are optimistic about the economy in 2026, Chubb finds.