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.
Cresset Names New Chief People Officer
By John ManganaroMelissa Karetny previously led HR and talent integration during J.P. Morgan’s acquisition of First Republic Bank.
February 13, 2025
From Efficient to Enduring: The Keys to an Extraordinary Client ExperienceThere are three levels to master. First, figure out which level best describes your firm.
February 11, 2025
Cresset Rebrands Private Investing Group as Peakline PartnersThe unit is ready to "stand on its own," Bill Rudnick says; the main wealth business will keep the Cresset brand.
February 11, 2025
Wealth.com Adds Private Wealth HeadIn the new role, Kathy Wunderli will focus on estate planning, probate, trust administration and tax matters.
February 07, 2025
Orion’s Secret Sauce? Leadership, Reinvestment and Passion"I believe we can triple the size of our industry in the next 15 years," CEO Natalie Wolfsen says.
February 05, 2025
Orion Augments Platform to Help Advisors Win Wealthiest ClientsAn influx of new millionaires will demand personalized solutions from financial professionals and service providers.
February 05, 2025
Apollo Raises Record From Private Wealth as Credit GrowsWealthy clients helped the firm attract $100 billion of assets to its credit products last year.
February 04, 2025
LPL to Expand Alts Offerings in HNW PushAlternatives are an important tool for advisors serving wealthy clients, CEO Rich Steinmeier says.