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.
How to Throw a Dinner Party That Wows Your Wealthy Clients
By Bryce SandersEntertaining helps you build better relationships faster — and gets you invited to more parties.
July 14, 2021
BofA Targets Wealthy Florida Clients as Advisors Set to DoubleRevenue for the bank's wealth businesses, including Merrill, rose 14% from a year ago to hit $5.1 billion in the second quarter.
July 14, 2021
Carson Group Valued at $1B With New Bain Capital InvestmentAs part of the deal, Long Ridge Equity Partners is giving up its minority investment in the Ron Carson-led business.
July 12, 2021
11 Dreams to Motivate Your Client to InvestWhether it's helping family, leaving a legacy or buying a beach house, having a concrete goal can help your clients save and invest more.
July 12, 2021
10 Biggest Trends Shaping the Next 3 Decades, According to Big InvestorsChina's growing dominance and cryptocurrencies are two new trends on Investcorp's list this year.
July 08, 2021
Want to Avoid Taxes the Peter Thiel Way? Don't Even TryFrom fees to severe penalties for missteps, a self-directed retirement account is something most savers should steer clear of.
July 06, 2021
Where the Wealthiest Made, Lost Money in 2020Excluding billionaires, researchers found that only two of the five primary industry groups recorded an increased in related wealth.
July 02, 2021
Top 10 Countries for the Ultra-Wealthy: 2021These countries have the most people with $30 million or more in net worth.