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:

Complex portfolios
Complex portfolios
Handle complex portfolios with tools and processes that flex to account for a global presence and a diversity of assets and entities.
Exclusive investment products
Exclusive investment products
Offer a more extensive set of investment products that are largely exclusive to the upper end of the market, including direct investment in private equity deals and IPOs.
Sophisticated trades & executions
Sophisticated trades & executions
Accommodate sophisticated trading needs with impeccable execution and trusted providers, including solutions such as 10b5-1 plans, custom SMAs, and unified managed accounts.
Liquidity & lending
Liquidity & lending
Provide liquidity and lending solutions, along with ongoing cash flow management, to help the ultra-wealthy fund financial operations.

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.


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Alternative investments

Learn about the value alternatives can bring to an UHNW wealth management practice and how you can access alternatives at Fidelity.


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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.


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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.

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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.