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.
5 Services Ultra-Wealthy Clients Want
By Michael S. FischerThere are steps advisors can take to move their offerings upscale, Capgemini reports.
June 03, 2024
Mercer Launches Private Markets PlatformClients will have access to high-growth companies, credit and other opportunities, the wealth management firm says.
June 03, 2024
The Colony Group Adds 5 Connectus Wealth UnitsThe groups making the move have a total of $5.3 billion in AUM.
June 03, 2024
Citizens Bank Adds $1B Ex-First Republic TeamTeam leader Brian Nagle, based in Boston, has been a managing director at JPMorgan since mid-2023.
June 03, 2024
12 Ways to Nudge Clients to CommitAdvisors need to create a sense of urgency, while prospects need to be presented with the best options.
May 31, 2024
Family Offices' 10 Favorite Investments for 2024Asset allocations among these ultra-wealthy investors showed material shifts for 2023, UBS reported.
May 31, 2024
Not All Advisor Credentials Are Created Equal: IWISean Walters, the nonprofit's CEO, noted that only a handful are vetted and certified by recognized third parties.
May 30, 2024
Show, Don't Tell: How to Boost Advisor Confidence Around Complex TopicsImages can help make topics like tax and estate planning clearer for clients and advisors. Here's an example.