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.
CI's Private Wealth Unit Has a New Name
By Jeff BermanThe group was rebranded with a name derived from the term "client oriented," it says.
July 31, 2023
7 Top Giving Trends Among UHNW FamiliesThe wealthiest clients want to feel more connected with their causes and engage in more purposeful philanthropy.
July 28, 2023
Give Small-Business Owners More Than 'the Number'Business owners need financial guidance throughout the business life cycle, not just when they are looking to sell.
July 27, 2023
Looking for a Guaranteed 4% Portfolio Return? Try a TIPS Ladder.After creating a TIPS ladder, Wealth Logic founder Allan Roth has been doing the same for his clients.
July 26, 2023
J.P. Morgan Private Bank Adds UHNW Family Office ServicesThe bank says it is working with over 40% of U.S. families with a net worth of over $100 million and more than half of America's billionaires.
July 26, 2023
Why Commercial Real Estate's Pullback Means 'Opportunity': Fund ManagerAdvisors should beware of the "yield trap" when helping clients invest in these assets, says Midloch CEO Andy Sinclair.
July 26, 2023
Schwab Retirement Unit Wants to Expand Deferred Comp ServicesThe new capabilities will be launched in partnership with Newport, which has decades of experience in the deferred comp arena.
July 22, 2023
8 Cross-Border Estate Planning Mistakes to Avoid With Wealthy ClientsMany wealthy families are spread across borders. Failing to consider this in their planning can have dramatic consequences.