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.
Envestnet to Pour $1B Into Platform Enhancements by 2030
By John ManganaroExecutives of the firm, now owned by Bain Capital, laid out their five-year plan at Future Proof Festival.
September 04, 2025
Merrill, BofA Private Bank Expand Alts Access for Wealthiest ClientsMore clients are seeking nontraditional investments, a Merrill investment exec says.
September 04, 2025
Corient Inks Yet Another Deal, for $3.5B UHNW FirmThe acquisition of Breed's Hill Capital follows a recent double deal bringing $214 billion in new client assets.
September 03, 2025
Modera Wealth Buys Accounting Firm to Boost In-House Tax ServicesThe founder of the firm, New Jersey-based Ferrentino and Associates, will become Modera's director of tax services.
September 02, 2025
No Lone Rangers Here: RIA Looks for Team Players to Serve UHNW ClientsNewEdge Capital Group grows its advisor base with an emphasis on finding solutions, partner Ghislain Gouraige maintains.
September 02, 2025
Corient Strikes Two Deals, Creating $430B Wealth GiantThe additions of Stonehage Fleming and Stanhope Capital Group bring $214 billion in assets to the UHNW specialist firm.
August 27, 2025
MAI Capital to Unite With UHNW-Focused Evoke AdvisorsSenior executives say the deal will elevate the scope and quality of services provided to their combined clients.
August 26, 2025
HNW Client Segment to Hit $30T by 2028: CerulliWealth creation and concentration among highly affluent households have surged in recent years — with more growth coming.