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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.
Blackstone Sees Trillions From Rich Flowing to Private Markets
By Swetha GopinathThe firm's private wealth unit, launched in 2011, now manages over $250 billion for individual investors.
January 28, 2025
Corient Acquires $10B Multi-Family Office in New YorkThe move reinforces the firm's presence in one of the nation’s largest wealth management markets.
January 27, 2025
UBS Axes Hundreds of Jobs as Integration Gathers PaceThe firm has begun job cuts in Switzerland and is getting rid of the Credit Suisse brand.
January 27, 2025
Citi Reworks Its Private Bank as Head Leaves Firm After 18 YearsWith Ida Liu's departure, the unit's four regional heads will report to Andy Sieg, head of Citi's wealth business.
January 26, 2025
9 Ways Museums Can Help You Meet the WealthyOne of the most important benefits is right there on the wall.
January 24, 2025
Focus Partners Wealth to Buy $4.2B RIAThe deal with Seattle-based Merriman Wealth is the business unit's ninth acquisition over the past year.
January 24, 2025
Single Women, Rich Millennials Will Fuel Luxury Real Estate This YearAs millennial buyers enter luxury markets in increasing numbers, this younger generation is behaving differently than its predecessors.
January 22, 2025
Many Young Advisors Lack Key Skills. Here's How RIAs Can Help.Newcomers were never trained to flex their prospecting muscles in the same way as the old guard.