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.
What Advisors Can Expect From Private Credit in 2026
By Art PennThe segment deserves a serious look. But as with all things in finance, structure, history and discipline matter.
December 22, 2025
JPMorgan Joins AQR, Two Sigma in Launching 'Tax-Aware' StrategyThe private fund, aimed at wealthy investors, takes bullish positions in a basket of stocks while also betting against certain companies.
December 22, 2025
9 States Cutting Income Tax Rates on Jan. 1Two states are simplifying their bracket structures, according to the Tax Foundation.
December 22, 2025
15 Richest Americans in Sports: Forbes, 2025These billionaires include owners of individual teams as well as empires in multiple sports.
December 22, 2025
State Street Private Credit ETF Stalls in Year of Industry SnagsMultiple issues have fueled concerns that illiquid, hard-to-sell assets aren’t suitable for the everyday investors.
December 18, 2025
PIMCO Gathers $7B for New Asset-Based Finance StrategyThe effort includes its first funds designed exclusively for wealthy individuals.and insurance companies.
December 18, 2025
UBS Plans January Job CutsAnother round of layoffs is set for later in 2026, when the firm switches off computer systems it acquired from Credit Suisse.
December 16, 2025
What It Takes to Wow Ultra-Wealthy ClientsMorgan Stanley’s Valerie Wong Fountain oversees a curated platform of more than 100 specialty UHNW service providers.