Results for tag: "Ultra High Net Worth"

The Ultra High Net Worth (UHNW) market is a segment of the wealth management industry that caters to individuals and families with net worths of $30 million or more. UHNW clients typically have complex financial needs that require specialized services, such as estate planning, tax planning, and asset protection. UHNW clients also often require access to exclusive investments, such as private equity and venture capital, as well as access to exclusive services, such as private banking and concierge services. UHNW clients typically have a global presence, and require a wealth manager who can provide services across multiple jurisdictions. Some companies in the UHNW market include UBS, Credit Suisse, Morgan Stanley, Goldman Sachs, and Merrill Lynch. Show Less Read more