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.
Morgan Stanley's Record Quarter Stained by Archegos Collapse
By Sridhar NatarajanThe Archegos disclosure leaves Morgan Stanley as the only major U.S. bank to be nursing losses from the flameout of Bill Hwang's family office.
April 13, 2021
IQ-EQ to Acquire $1.9B Private Wealth Firm in South DakotaThe purchase of Concord Trust Co. is part of the Luxembourg-based firm's U.S. growth strategy.
April 09, 2021
$2B Advisory and Asset Management Firm Opens in LAAudent Capital Partners is operating as two separate companies: Audent Family Wealth Advisors and Audent Global Asset Management.
April 02, 2021
What Biden's $2T Infrastructure Plan Means for TaxesAlong with higher tax rates on corporations, Biden will focus on high-income earners to help fund the plan, attorneys say.
March 25, 2021
Sen. Bernie Sanders Introduces Estate Tax BillThe bill raises rates, lowers exemptions and adds higher tax brackets for larger estates.
March 24, 2021
Focus Financial Forms Joint Venture to Serve Ultra-Wealthy Clients AbroadBeryllus Capital, a joint venture with India-based Hinduja group, will serve UHNW clients in London, Geneva and Singapore.
March 19, 2021
AUM, Hourly or Retainer Fees: Which Model Is Best for Advisors?Advisors Rick Ferri, Penny Phillips and Anna N'Jie-Konte debate the merits of different fee structures.
March 18, 2021
Top 12 Global Cities for the Ultra-Wealthy: 2021These are the most desirable cities for the ultra-wealthy people to live, do business and invest, according to Knight Frank's research.