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.
First Republic Goes From Wall Street Raider to Rescue Target in Days
By Tom Maloney, Devon Pendleton, Biz Carson & Suzanne WoolleyIt's a stunning turn of events for the bank, which built a wealth management franchise with about $271 billion in assets.
March 15, 2023
How BDs Can Respond to Shifting Advisor Preferences: CerulliThe company says that asset managers must make available portfolio elements that appeal to advisors' needs for flexibility.
March 11, 2023
SVB's Auction Block Includes Wealth Unit, Fund ManagerThe unit had $17 billion in assets, including from clients gained in its 2021 acquisition of Boston Private.
March 10, 2023
Biden Hopes to Tax 'Frozen Cash Value' Life ContractsThe proposal could have a retroactive effect on some wealthy estate planning clients.
March 10, 2023
12 Tax Changes in Biden's $7T BudgetOne shift would mean the richest taxpayers would pay a 44.6% rate on investment income and other earnings.
March 09, 2023
Biden Unveils $6.9T Budget, Sets Up Showdown With GOPThe proposal asks lawmakers to bolster the social safety net through a flurry of new taxes on the wealthy and corporations.
March 09, 2023
Biden to Push for 25% Billionaire Tax, Capital Gains Hike on RichThe proposal would nearly double the long-term capital gains rate for investors earning $1 million or more.
March 08, 2023
Why 'Retirement' Language Falls Flat With the Ultra-WealthyThese clients have different goals than the mass affluent, David Savir of Element Pointe Family Office tells ThinkAdvisor.