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.
Palace Intrigue at UBS Pits CEO Against a Rising Star
By Marion Halftermeyer and Myriam BalezouA look at the complicated relationship between UBS Wealth Boss Iqbal Khan and tech-savvy CEO Ralph Hamers.
October 20, 2022
7 Reasons Investors Avoid Wealth Transfer PlanningDespite good intentions, many investors have failed to take basic steps when it comes to inheritance planning.
October 20, 2022
15 Richest American Financiers and Investors: ForbesNo. 1 should come as no surprise, but have you heard of this 30-year-old crypto billionaire?
October 19, 2022
Top 15 Cities for the Super-WealthyThese cities have the most residents with at least $100 million in assets.
October 18, 2022
BofA Survey 'Screams' Capitulation With Rally Set for 2023Fund managers expect stocks to bottom in the first half of 2023 after the Fed finally pivots away from raising interest rates.
October 18, 2022
Tax Breaks for Kids, Companies Are Suddenly Brewing in CongressRepublicans want $45 billion in business-related tax breaks; Democrats prefer a full extension of last year's $100 billion child-tax benefit.
October 17, 2022
Credit Suisse Said to Begin Sale of U.S. Asset Management ArmIt shares have fallen more than 48% this year, giving it a market value of about $12 billion.
October 17, 2022
Interest Rates Will Hit 9% If Inflation Persists: Mark MobiusThe former Franklin Templeton executive also warns that commodity prices could be hurt by cooling demand.










