Jun 11, 2021

For wealth managers, ongoing growth at the upper end of the wealth spectrum presents a clear opportunity. But wealth managers and private banks aren't the only ones fighting for a share of the ultra-wealthy client segment. Family offices and self-directed brokerage services have also set their sights on UHNW clients.

This means that wealth managers have to step up their efforts to woo ultra-wealthy clients and ensure continued loyalty from existing ones. This research benchmarks the types of products and services that 15 of the world's top wealth managers and private banks provide their UHNW clients and how they position and promote these products and services through digital channels.

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