Fidelity UHNW HubSM

White-glove experience for UHNW

Dig deeper into the high service standards of the ultra-wealthy and what it takes to meet them.

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Build an exceptional, integrated experience

High standards for outstanding service are a hallmark of the ultra-wealthy. They expect their advisors to deliver a bespoke, white-glove experience, including support beyond what other clients usually receive.

Investors with $30M+ in investable assets rank concierge services as the most important among all non-financial services.1

UHNW white-glove experience capabilities encompass:

Integrated team support
Integrated team support
Embrace an integrated team approach that relies on specialists to fully cover the breadth of expected services, with consistency and accountability across the full team.
Luxury & concierge services
Luxury & concierge services
Assist clients with luxury and concierge services, which could range from time-saving tasks like booking travel or event planning to expert support for luxury purchases such as high-end real estate or art.
Consolidated accounting & reporting
Consolidated accounting & reporting
Deliver consolidated accounting and reporting that provide clients with clear visibility into their full financial picture.
Payments & vendor management
Payments & vendor management
Handle payments and vendor management on behalf of clients, including conducting due diligence reviews, contracting, and managing the family payroll.

Fidelity solutions for building your UHNW practice

Explore products and solutions that can help you meet the complex needs of the ultra-wealthy.

Fidelity Client Consulting

Find out how you can build your practice more efficiently and explore serving UHNW clients with the expertise of Fidelity’s Client Consulting group.


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Technology solutions

Discover the advantages of Fidelity’s technology platform and the wide range of UHNW solutions it enables.


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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.

Holistic Family Support

Get the details on how advisors can help UHNW families in ways that extend beyond finances.

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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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Advanced Planning

Discover the planning services that can help meet the complex goals of UHNW clients.

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Wealth Growth & Protection

Learn more about the unique investing capabilities that have become common in the UHNW market.

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Want to know more?

Let's talk about UHNW investors and if this market might be right for your firm.

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1. World Wealth Report 2024, Capgemini.
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