Perspective

Ultra-wealth management

What it takes to break into the ultra-high-net-worth market and find success.

Key Takeaways

An attractive opportunity: The ultra-high-net-worth (UHNW) market is an area of rising interest for a wide range of wealth management firm leaders and advisors attracted to the opportunity to work in this fast-growing market at the cutting edge of the industry.
A complex proposition: In the UHNW market, success isn’t an accident—it’s the result of a deliberate commitment to build a business designed to meet the unique, varied, and elevated needs of the ultra-wealthy. And that business may look and operate very differently from a firm’s core wealth business.
A framework for success: To find success in this market, firms must cultivate the capabilities required to address the wide range of UHNW needs and curate them for each client. We’ve outlined the full spectrum of these capabilities—along with the components of a business foundation that supports this approach—within our new Ultra-Wealth Value Framework.

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Ultra-Wealth Management: What it takes to break into the ultra-high-net-worth market and find success

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