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.
20 Countries With the Most Millionaires: 2022
By Michael S. FischerIn one country, the number of millionaire households rose 15,877% since 2020, according to UBS and Credit Suisse.
August 14, 2023
UBS to Pay $1.44B to Settle DOJ Mortgage-Bond CaseThe bank was accused of "knowingly and repeatedly" making false and fraudulent statements about the loans backing the securities.
August 14, 2023
Wall Street Hates Saying 'ESG' But Is Hardwiring It Into FinanceThe finance industry is now grappling with a second year of attacks on ESG by key Republicans and state attorneys general.
August 07, 2023
What's Behind the Wirehouses' Great Comeback?The four Wall Street entities have all recently reported record levels of revenues, earnings, assets, new households and financial advisors.
August 04, 2023
CI's Private Wealth Unit Has a New NameThe group was rebranded with a name derived from the term "client oriented," it says.
August 01, 2023
A Different Way Parents Can Help With RetirementStephen Dunbar says adult children of parents who are both wealthy and healthy should explore this option.
August 01, 2023
3 Things to Know About a Coming Wealth Planning TrapJohn Hancock's advanced markets head says new rules could affect a relatively large segment of the U.S. high-net-worth market.
July 31, 2023
7 Top Giving Trends Among UHNW FamiliesThe wealthiest clients want to feel more connected with their causes and engage in more purposeful philanthropy.