Fidelity UHNW HubSM
Wealth growth and protection for UHNW
Learn more about the unique investing capabilities that have become common in the ultra-high-net-worth (UHNW) market.
Support sophisticated investing strategies
The ultra-wealthy rely on their advisors to help them navigate complex financial situations, unique investment opportunities, and a diverse base of assets.
On average, individuals with $30M+ in investable assets have more than 4 homes and hold another 20% of their wealth in tangible luxury items such as art, jewelry, rare wines and whiskies.1
UHNW wealth growth & protection capabilities encompass:
Fidelity solutions for building your UHNW practice
Explore products and solutions that can help you meet the complex needs of the ultra-wealthy.
Portfolio construction
Manage your UHNW client portfolios—and relationships—more effectively with powerful portfolio construction insights, tools, and solutions.
Alternative investments
Learn about the value alternatives can bring to an UHNW wealth management practice and how you can access alternatives at Fidelity.
Trading & execution
Find out what sets Fidelity brokerage and advisory capabilities apart, as well as how to use them to gain an advantage in the UHNW market.
Explore essential UHNW capabilities
Use the links below—or the tabs above—to explore key capabilities for wealth managers to the ultra-wealthy.
Advanced Planning
Discover the planning services that can help meet the complex goals of UHNW clients.
Holistic Family Support
Get the details on how advisors can help UHNW families in ways that extend beyond finances.
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White-Glove Experience
Dig deeper into the high service standards of the ultra-wealthy and what it takes to meet them.
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Overview
Considering a move into the UHNW market? Explore our white paper and hub to learn what it takes to attract and serve the ultra-wealthy—and how Fidelity can help.
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Want to know more?
Let's talk about UHNW investors and if this market might be right for your firm.
Related insights
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1. The Wealth Report, Knight Frank 2024.
2025 Fidelity Financial Advisor Community–Portfolio Construction Survey was an online blind survey (Fidelity not identified) and was fielded during the period December 13–23, 2024. Participants included over 500 advisors who manage or advise upon client assets either individually or as a team and work primarily with individual investors. Advisor firm types included a mix of banks, independent broker-dealers, insurance companies, regional broker-dealers, RIAs, and national brokerage firms (commonly referred to as wire-houses). The results are weighted to reflect industry composition. The study was conducted by an independent firm not affiliated with Fidelity Investments.
Alternative investments are investment products other than the traditional investments of stocks, bond, mutual funds, or ETFs. Examples of alternative investments are limited partnerships, limited liability companies, hedge funds, private equity, private debt, commodities, real estate, and promissory notes. Some of the risks associated with alternative investments are: Alternative investments may be relatively illiquid. It may be difficult to determine the current market value of the asset. There may be limited historical risk and return data. A high degree of investment analysis may be required before buying. Costs of purchase and sale may be relatively high.
Fidelity Capital MarketsSM is a division of National Financial Services LLC, Member NYSE, SIPC.
Fidelity Institutional Wealth Adviser LLC (“FIWA”) is a registered investment adviser and an indirect, wholly owned subsidiary of FMR LLC. FIWA provides customized separately managed account portfolios that consider tax effects for taxable clients. FIWA has retained the services of its affiliate, Fidelity Management & Research Company LLC (“FMR”), to manage these accounts, subject to FIWA’s supervision and oversight.
Fidelity Institutional Wealth Adviser LLC (“FIWA”) is a registered investment adviser and an indirect, wholly owned subsidiary of FMR LLC . FIWA is the sponsor of the Fidelity Managed Account XchangeSM program (“FMAX” or the “Platform”).
Fidelity Portfolio Quick Check® (PQC) is provided to investment professionals by Fidelity Distributors Company LLC ("FDC") and may be made available by FDC, Fidelity Brokerage Services LLC, or National Financial Services LLC, Members NYSE/SIPC. Content provided is intended for informational and educational purposes only based on information you entered into the PQC tool. It should not be considered as legal, tax, investment or insurance advice or construed as an offer to sell, a solicitation of an offer to buy, or a recommendation for any security by any Fidelity entity. As an investment professional, you are solely responsible for determining whether any investment, investment strategy, or related transaction is appropriate for your customer based on your customer's investment objectives, financial circumstances and risk tolerance.
Third-party marks are the property of their respective owners; all other marks are the property of FMR LLC. Third parties referenced herein are independent companies and are not affiliated with Fidelity Investments. Listing them does not suggest a recommendation or an endorsement by Fidelity Investments.