Are you rich enough to join the top 1%? Here's the net worth you need to rank among America’s wealthiest — plus a few strategies to build that first-class portfolio
You need to make at least $787,712 to be considered a top 1% earner in the U.S., according to data from Smart Asset, which is ...
Investopedia6d
Chase vs. Wells Fargo High-Net-Worth Accounts: What's the Difference?
A very-high-net-worth individual has at least $5 million in liquid assets. What is an Ultra-High-Net-Worth Individual? An ultra-high-net-worth individual has at least $30 million in liquid assets. The ...
“Can your private bank do this?”: Fintech firms target Singapore's wealthy with feature-rich apps
Moomoo, owned by Nasdaq-listed Futu Holdings, and Arta, whose backers include former Google CEO Eric Schmidt and ex-UBS CEO ...
TravelPulse5d
Virtuoso Expands Focus on Ultra-High-Net-Worth Clients
Travel agency network Virtouso has launched an Ultra-High-Net-Worth (UHNW) business division, a move that will include offering an elite sphere of luxury goods and lifestyle services. Today's ...
Financial Advisor12d
Focus To Fold 2 Network Firms Into Hub SCS Financial
The transactions, which are expected to close in the first quarter of 2025, will further “SCS as one of the leading advisors of ultra-high-net-worth clients, expanding the firm’s reach across 13 ...
InvestmentNews13d
Focus resumes intra-network consolidation with SCS mergers
One of the RIA giant's wealth hubs is boosting its ultra-high-net-worth presence, with two partner firms adding more than $10 ...
InvestmentNews12d
RBC Wealth Management lands elite $1.2B team from JPMorgan
The group joining RBC's New York City office, led by advisors formerly affiliated with First Republic, gives it an additional ...
Travel Weekly5d
Virtuoso names Shelby Donley as GM of new Ultra-High-Net-Worth offering
Luxury travel network Virtuoso has launched an Ultra-High-Net-Worth (UHNW) business division. Shelby Donley will lead the business unit.