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.
U.S. Debt Is Massive, Expanding and Under Control
By Gary ShillingFears of a a "debt bomb" are not backed up by the numbers.
March 04, 2022
Los Angeles Mega-Mansion Sells for $141M at AuctionThe 21-bedroom, 49-bath Bel Air hilltop estate — dubbed "The One" — had a list price of $295 million.
March 04, 2022
Credit Suisse, UBS Wealth Clients Face Margin Calls on Russian AssetsSwiss banks are asking rich clients to post more collateral after cutting lending values on Russian securities, say people familiar with the matter.
March 03, 2022
UBS Restructures Unit for Wealthiest Clients, Stadler Steps DownIt's one of the biggest overhauls yet under CEO Ralph Hamers, now in his second year running the Swiss bank.
March 03, 2022
Citigroup Plans to Target Independent Advisors in Wealth Management PushThe bank is working with InvestCloud to offer the products to nearly 150 wealth management firms on that company's platform.
March 02, 2022
Creative Planning Buys HNW-Focused New York RIAThe Doman Group manages $400 million and has a specialty service for professional athletes and entertainers.
March 01, 2022
10 More Reasons You're Worth Your FeesPeople will pay more if they feel they are getting good value for their money.
February 25, 2022
12 Best & Worst Broker-Dealers: Q4 Earnings, 2021Eight out of 12 broker-dealers reported higher earnings in the fourth quarter of 2021 than in the year-ago period.