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Keyword: Ultra high net worth clients

19 results found
Hong Kong skyline from harbour in daylight

Chinese billionaires expanded their wealth at nearly double the pace of growth in the Americas and Europe

Asia outpaces the United States for the first time

Ensure you're aligned with your prospects' expectations and needs - and tell your story in a compelling way

Managing the experts that ultra-rich clients need is a job in itself

HNW clients' increasing wealth provides more opportunities for financial advisors and their firms

  • By: Leah Golob
  • October 13, 2017 February 2, 2019
  • 00:55
InstarAGF infrastructure fund raises 70% of its $750 million target

New branch led by Greg Moore aims to better serve ultra-high net-worth families

Wealthy clients who invest successfully look to a few high-quality businesses and seek private companies focused on long-term growth

UBS/PwC billionaire report reveals female billionaires outpace males

Ultra-high net-worth clients need big-picture planning

  • By: Leah Golob
  • December 3, 2015 February 12, 2019
  • 14:20

Most offices need US$100 million AUM to be viable but it is possible to operate them with less, says Credit Suisse