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.
Hacking Group Claims It Stole Wealthy Clients' Data From Christie's
By James Tarmy & Jake BleibergThe group posted the information and suggested it would publish the entire trove in early June.
May 22, 2024
Best & Worst Broker-Dealers: Q1 Earnings, 2024Seven large firms reported improved earnings in the first quarter, while profits dropped at four.
May 21, 2024
Mercer's Magic Formula for Growing Assets Over 50% in 18 MonthsKey ingredients include in-house estate and tax planning, as well as employee-advisors 100% focused on serving current clients.
May 21, 2024
Targeting Wealthy Clients, Commonwealth Teams With iCapital on Alts OfferingsCommonwealth says the partnership will help it meet growing demand for alternative investments.
May 20, 2024
Buying a Jet? Need a Pet Therapist? The Concierge Is On ItGeller, a multi-family office, can help ultra-wealthy clients even with unusual financial tasks, Mona Manahi says.
May 16, 2024
UBS Considering U.S. CEO Role in Strategic RevampThe firm is the largest wealth manager in the world outside the U.S., where it's struggled to expand.
May 14, 2024
Envestnet Highlights Tech Progress Amid Rumors of Acquisition TalksThe firm's Elevate 2024 conference kicked off this week in Phoenix.
May 14, 2024
JPMorgan, RBC Grab Merrill Teams With $30B in AssetsEric Gray and Lance Polverini say moving their $28 billion practice will bring their work to the next level.