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.
JPMorgan Jettisons 1,000 First Republic Employees
By Hannah LevittThe biggest U.S. bank on Thursday offered full-time or transitional roles to almost 85% of the nearly 7,000 employees
May 23, 2023
Best & Worst Broker-Dealers: Q1 Earnings, 2023Seven firms posted positive results in the quarter, which ended with the failure of Silicon Valley Bank.
May 19, 2023
Merrill Names New Head of Private Wealth ManagementGreg McGauley will also serve as head of Merrill International and Institutional.
May 19, 2023
Morgan Stanley's Gorman to Step Down After 14 YearsThe CEO says there are three finalists to take over the role following his departure from the firm over the next 12 months.
May 17, 2023
What Owning Multiple Homes Really Means for Wealthy ClientsA personalized approach is essential to help clients realize their goals for multiple home ownership.
May 17, 2023
Here's How Much Wealth You Need to Join the Richest 1%The world's 500 richest people have added about $600 billion to their combined fortunes this year, according to the Bloomberg Billionaires Index.
May 12, 2023
World's Top 15 Millionaire HotspotsSeven of these cities are actively courting foreign investment in return for residence or citizenship rights.
May 11, 2023
What Wealthy Families Need From AdvisorsChloe Wohlforth tells ThinkAdvisor why transferring wealth is so tricky and why demand for female advisors will rise.