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.
IQ-EQ to Acquire $1.9B Private Wealth Firm in South Dakota
By Jeff BermanThe purchase of Concord Trust Co. is part of the Luxembourg-based firm's U.S. growth strategy.
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.
March 18, 2021
Envestnet Buys Tech From Apprise Labs to Enhance Client Portal: Tech RoundupAlso, Envestnet's Variable Annuity Program has been expanded to become the Envestnet Insurance Exchange.
March 17, 2021
Morgan Stanley to Offer Bitcoin Funds to Wealthiest ClientsOnly clients with "an aggressive risk tolerance" and at least $2 million will have access to the funds.
March 15, 2021
Beware of 'Over-Segmenting' Your ClientsMarketing and fintech expert April Rudin discussed some Merrill data on wealthy clients that "flies in the face" of conventional wisdom.