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.
Wealth Enhancement Group's Assets Top $81B
By Michael S. FischerIt also just hired Michael Fredericks, who worked earlier at BlackRock, as its new chief investment officer.
April 03, 2024
AdvisorEngine Updates Its Planning ToolAdvisors and clients can easily create and fund a plan in one platform, the Franklin Templeton subsidiary says.
April 03, 2024
Cambridge Rolls Out 'Personal CFO' Service for Wealthy ClientsThe new service includes cash-flow management, tax planning, wealth protection and more for HNW and UHNW investors.
April 02, 2024
Sanctuary Wealth Adds $700M Merrill DuoThe two advisors are based in Greensboro, N.C., and focus on serving wealthy families, executives and business owners.
April 02, 2024
Clearwater to Pay $40M for Wilshire's Analytics ProductsThe software provider expects to add roughly $7 million in annualized revenue through the deal, which should close by June 30.
April 01, 2024
How Much It Takes to Join the Top 1%, in 17 CountriesThe top country on this list has a threshold more than twice that of the U.S.
March 29, 2024
The Best View of Closely Held Business Transactions: It's a ProcessA sale or similar liquidity event is not a one-time occurrence for either the buyer or seller.
March 28, 2024
10 Trends Shaping Wealth Management in 2024As many investors look beyond prioritizing wealth preservation, wealth managers must get creative, according to Capgemini.