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.
Tax Pro Returns to EP Wealth in New Role
By Dinah Wisenberg BrinApril Rosenberry will focus on the firm's ultra-high-net-worth, tax and estate offerings.
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.
January 22, 2025
Widows Will Inherit $51 Trillion in Great Wealth Transfer: CerulliWith so much money poised to be passed on to women, advisory firms should address gender service gaps.
January 17, 2025
Goldman Rakes In Record Wealth RevenueTotal wealth management client assets stood at around $1.6 trillion at year-end.