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.
Billionaire, Corporate Tax Hikes Will Be Focus of State of the Union
By Akayla Gardner & Laura DavisonBiden also wants Congress to pass a law reducing tax deductions for any company that pays an employee more than $1 million.
March 05, 2024
Mercer Nabs $2.5B UHNW GroupMDK Private Wealth provides services like private banking, aviation and boat advisory work, as well as executive planning.
February 29, 2024
Merrill, Wells Fargo Offer Bitcoin ETFs for ClientsUBS is offering bitcoin ETFs to some clients on an unsolicited basis; Morgan Stanley is reviewing a move to add them to its platform.
February 29, 2024
SEIA Names New Director of Estate and Tax PlanningApril Rosenberry will be responsible for elevating the client experience and expanding support resources for advisors.
February 29, 2024
10 Trends Driving the High-Net-Worth Market: CerulliWealth has become more concentrated, and advisors are evolving to acquire and retain clients over the long term.
February 29, 2024
LPL's Strategic Wealth Channel Lures Billion-Dollar Merrill TeamContinuity Private Wealth is the 40th group to join the channel, aimed at HNW teams wanting greater autonomy.
February 26, 2024
Goldman Promotes Meena Flynn to Co-Lead UHNW PushOverall, the firm wants to boost its private wealth-management results and become less reliant on volatile trading revenue.
February 22, 2024
Mercer Advisors Names New CFOGün Keresteci was previously the global head of finance at consultancy McKinsey & Co.