Displaying 18 results
Kayne Anderson Rudnick deepens San Francisco advisory bench
The firm strengthens its team in California as it welcomes a new advisor with a background supporting ultra-high-net-worth clients.
UHNW family offices are eyeing alts diversification, says JP Morgan
The financial giant offers a fresh snapshot into global family offices’ investment, governance, and succession planning concerns.
Showtime for HSBC’s wealth strategy as it unveils NYC office
The banking services giant is making a statement to high-net-worth and ultra-affluent individuals with its flagship center in New York.
Citizens lands $5B team from JPMorgan
The firm's addition of the California-based team of 12 extends its ambitious push into the ultra-high-net-worth space.
Pennsylvania family office celebrates $5B AUM milestone
The CEO of the firm founded by former Wells Fargo private bank execs says its record two-year organic growth is due to its ‘truly independent, entrepreneurial approach.'
Muni bonds’ tax shield looking shinier amid US wealth boom
With tax and rate hikes on the horizon, a surge in high-earning American households sets up robust demand for munis.
With $67T in liquid assets, US stays on top of the world
Report details top cities for centimillionaires and billionaires, including wealth hot spots to watch and real estate leaders.
What trends are driving the global high-net-worth and ultra-high-net-worth space?
Report reveals generational and gender divides in wealth outlook, ESG considerations, and appetite for property investment.
$5B family office beefs up ultra-high-net-worth support service
Philadelphia-based Callan Family Office also welcomes former Abbot Downing exec as it expands its financial administration services.
AlTi’s upper-high-net-worth ambitions get $450M boost
The global wealth and alternatives manager is getting strategic investments from Allianz X and Constellation Wealth Capital.
LPL is stepping up support for high-net-worth advisors
New high-net-worth services offering provides access to advisory dream team of attorneys, CPAs, and advanced planning specialists.
Pathstone snaps up Crestone Capital in $3B deal
The employee-owned RIA will see its AUA balloon past $100 billion as it builds a 'true multi-generational family office experience.'
Alts winning out as family offices evolve their strategies
A KKR survey of CIOs reveals increasing portfolio allocations to private credit, infrastructure, and private equity.
UBS bolsters upper-high-net-worth presence with $2B team
New Jersey-based boutique practice focused on affluent families leaves Merrill Lynch to join UBS.
3 steps to prepare wealthy clients for higher tax rates
In the current tax-the-rich political environment, the wisdom of getting wealthy clients the insurance of an alternative citizenship or residence is obvious.
European company to buy South Dakota trust company
IQ-EQ will acquire Concord Trust Co., which manages $2.9 billion.
Wells Fargo stops using Abbot Downing name for high-net-worth unit
The bank's business of managing ultra-rich clients' money will be moved under the Wells Fargo Private Bank brand.
Advisers struggle to provide the full range of services ultrawealthy clients need
Advisers struggle to provide the full range of services ultra-wealthy clients need.
