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.
BNY Grabs Nuveen CEO as Its New Head of Wealth and Investments
By John ManganaroJose Minaya will join in September, taking over from Hanneke Smits, who will retire.
June 25, 2024
In Wealthy Families, Inheritance Distress Goes Beyond MoneyA common conflict: Who gets to keep sentimental objects and collectibles? What if no one wants them?
June 21, 2024
The Summer's Best New Rosé WinesToday's wide range of hues, grape varieties and winemaking techniques mean bigger choices in style than ever.
June 21, 2024
Wealth.com Launches Family Office-Inspired Estate Planning ToolsThe new tools are intended to help advisors navigate HNW planning issues like trusts and generation-skipping transfer taxes.
June 17, 2024
For Advisors, an Untapped Opportunity in Donor-Advised FundsDemand for DAFs and other giving vehicles is rising among corporations and VIP clients, United Charitable's CEO says.
June 17, 2024
Ken Fisher Sells Stake of Up to $3BPrivate equity firm Advent International and the Abu Dhabi Investment Authority are buying a stake in Fisher Investments.
June 12, 2024
5 Top Planning Issues for Family PropertiesThese assets are often imbued with memories, history and intermingled finances, warranting careful consideration and planning.
June 11, 2024
BNY Orders a Rebrand, With No MellonThe 240-year-old financial services company has a new logo and a simplified name.