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.
When Clients Consider You 'One of the Family'
By Bryce SandersAs anyone with a family knows, there are pros and cons to such close relationships.
June 27, 2024
UBS Creates New Wealth Unit, Names New U.S. ChiefMichael Camacho, formerly of JPMorgan, will lead wealth management in the U.S. for UBS starting in September.
June 26, 2024
BlackRock to Add Private Assets to Model Portfolios for Wealthy ClientsThe firm will work with GeoWealth to offer private equity and debt funds in customized portfolios for financial advisors.
June 25, 2024
In Wealthy Families, Inheritance Distress Goes Beyond MoneyA common conflict: Who gets to keep sentimental objects and collectibles? What if no one wants them?
June 21, 2024
The Summer's Best New Rosé WinesToday's wide range of hues, grape varieties and winemaking techniques mean bigger choices in style than ever.
June 21, 2024
Wealth.com Launches Family Office-Inspired Estate Planning ToolsThe new tools are intended to help advisors navigate HNW planning issues like trusts and generation-skipping transfer taxes.
June 17, 2024
For Advisors, an Untapped Opportunity in Donor-Advised FundsDemand for DAFs and other giving vehicles is rising among corporations and VIP clients, United Charitable's CEO says.
June 17, 2024
Ken Fisher Sells Stake of Up to $3BPrivate equity firm Advent International and the Abu Dhabi Investment Authority are buying a stake in Fisher Investments.