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.
NFL Players Association Drafts UBS to Advise Athletes
By John ManganaroAdvisors in the firm's athletes and entertainers segment will work with current and retired players represented by the union.
December 04, 2023
Billionaire Tax Rests on Disputed $14,729 RefundThe Supreme Court will consider whether Congress can put a levy on stock holdings, real estate and other wealth.
December 04, 2023
Bitcoin Surges Past $42,000The crypto industry is closely watching applications from BlackRock and others to launch the first U.S. spot Bitcoin ETFs.
November 28, 2023
At Buckingham, CEO Birenbaum Keeps BuildingThe leader of the RIA giant tells ThinkAdvisor which industry trends he's embracing and which he's skipping.
November 27, 2023
3 Lifestyle Changes for Clients Who Are New to WealthA penny protected is a penny earned.
November 21, 2023
18 Luxury Gift Ideas for 2023If your wealthy clients need some gifting inspiration, point them to this list.
November 21, 2023
Citi Wealth Services Head to Leave After Three DecadesThe shift was announced by newly appointed wealth management chief Andy Sieg, formerly with BofA Merrill.
November 21, 2023
BofA Sees S&P 500 Hitting Record 5,000The index is up 18% so far this year as confidence has risen that the Federal Reserve will soon stop its rate hikes.