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.
Most Wealthy Investors Choose the First Advisor They Meet: Survey
By Michael S. FischerThe most common reason respondents gave for switching advisors was that the relationship was a bad match.
July 13, 2023
How Advice Differs When Your Average Client Has $100MClients who expect their money to outlive them have different needs, Callan Family Office CEO Jack Ginter tells ThinkAdvisor.
July 13, 2023
Meet the LUMINARIES Class of 2023 FinalistsOur judging panel is reviewing the list, and the winners will be announced Nov. 28 at our New York gala.
July 12, 2023
Captrust Expands in South by Adding $2B Family OfficeAdding Southern Wealth Management will more than double Captrust's existing tax practice, according to the firms.
July 12, 2023
Do Schwab's New HNW Services Threaten Advisors?Experts debate if the offerings are handholding for wealthy DIY clients or competition for RIAs' hands-on services.
July 11, 2023
Global Atlantic Adds $2.4B in Life and Annuity Deal CashThe KKR subsidiary sees this as a good time to offer reinsurance.
July 11, 2023
Schwab Sweeps $1M-Plus Clients Into New Private Client ServicesThese clients now have access to a dedicated Schwab consultant at no additional cost.
July 06, 2023
Cerity Partners Adds UHNW Firm in New YorkAJ Wealth manages over $2 billion in assets and specializes in family office services.