UHNW Hub: Finding success in ultra-wealth management

Position your firm to attract and serve UHNW investors

Wealth manager interest in the UHNW market continues to rise. And for good reason: increasingly, it’s where the wealth is. In 2023 alone, the population of U.S. individuals with $30M+ in investable assets grew by more than 13%.¹ Whether a firm is looking to grow by adding new UHNW clients or just trying to keep up with fast-growing clients they already have, the pace of change is raising the stakes on finding a way into this market.

Managing this level of wealth isn’t easy, and it’s not for everyone. What does it take to break into the UHNW market and find success? To meet the high expectations of the ultra-wealthy, it’s critical for firm leaders to acquire the right capabilities and curate them to the needs of each client. That's why we've created a framework that brings together the additional capabilities advisors need to successfully serve the ultra-wealthy.

The Fidelity Ultra-Wealth Value Framework

Our framework is organized into four domains—advanced planning, wealth growth and protection, holistic family support, and white-glove experience—and offers firm leaders and advisors a potential roadmap for how to best serve these clients.

For firms committed to building an UHNW business, Fidelity is ready to help—with thought leadership insights, ongoing consulting and support, and a host of other resources to help you seize this opportunity.