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.
UBS Restructures Unit for Wealthiest Clients, Stadler Steps Down
By Myriam Balezou and Marion HalftermeyerIt's one of the biggest overhauls yet under CEO Ralph Hamers, now in his second year running the Swiss bank.
March 01, 2022
10 More Reasons You're Worth Your FeesPeople will pay more if they feel they are getting good value for their money.
February 24, 2022
How to Claim Social Security, Pay Taxes When Retiring OverseasRussia's invasion of Ukraine need not foil your client's plan to retire abroad, Kathleen Peddicord tells ThinkAdvisor.
February 24, 2022
Family Offices Need Succession Planning Advice: SurveyEconomic and social disruption are leading family office executives to adjust their approaches, BNY Mellon Wealth Management found.
February 23, 2022
CI Financial Buying $5B California RIAAdding Newport Beach-based Corient Capital Partners will boost CI's U.S. Wealth Management assets to $125 billion.
February 23, 2022
10 Reasons You're Worth Your FeesAdvisors add far more value than a website or an app.
February 22, 2022
How to Protect Client Portfolios From Excess Liability ClaimsAccidents' cost can go beyond insurance limits, which could mean a painful drain on client assets.
February 18, 2022
Race Is On to Launch Leveraged ETFs for Single Stocks Like TeslaDirexion plans 24 new funds that offer inverse, double the inverse or double the gain on single companies such as Meta Platforms and Tesla.