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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.
To Prepare Next-Gen Wealth Holders, Remember the Three C's
By Arne BoudewynFamilies of significant means recognize that each generation must build three core capacities.
January 15, 2026
Carlyle Group Says Wealth Business Has Doubled Since 2023It rolled out new funds last year for individuals that buy and sell secondhand private equity fund stakes.
January 15, 2026
Merrill Posts Strong Wealthy-Client Growth in 2025The Thundering Herd also continues to see low levels of advisor attrition, one executive said.
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.