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.
5 Luxury Real Estate Trends for 2026
By Michael S. FischerQuiet luxury is out and living large is in, according to Coldwell Bankers' luxury property specialists.
January 16, 2026
UBS Gets First Conditional Approval for U.S. Banking LicenseThe Swiss bank filed an application in October to help it expand offerings for wealth management clients.
January 15, 2026
One Strategy for All Net-Worth Levels? It Can Be Done, Exec SaysNew technology and new ways of thinking let advisors do more for more people, Libretto's Jeff Coyle says.
January 15, 2026
Carlyle Group Says Wealth Business Has Doubled Since 2023It rolled out new funds last year for individuals that buy and sell secondhand private equity fund stakes.
January 15, 2026
Merrill Posts Strong Wealthy-Client Growth in 2025The Thundering Herd also continues to see low levels of advisor attrition, one executive said.
January 14, 2026
Wealthy Clients Need More Advisory Services: BlackRockNew survey findings suggest a gap between client expectations and advisor workflows.
January 13, 2026
Creative Planning Scoops Up Swiss Wealth FirmThe deal is the mega-RIA's first international acquisition.
January 12, 2026
Top 10 Global Cities for the Ultra-Wealthy: 2025By 2040, Altrata’s research indicates, Generation Z and millennials will comprise nearly 35% of the global rich population.