Curious about what the top firms are right now for these individuals to manage their money. I know ICONIQ Capital is pretty well regarded on the WC, so would be interested in firms similar to them (don't care about location, though). Also am aware of private banks, but am curious whether most of these individuals use private banks for management or one of the groups that sits within those teams.
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Based on the most helpful WSO content, here are some of the top financial advisory firms for High Net Worth Individuals (HNWI) and Ultra High Net Worth Individuals (UHNWI):
Top Financial Advisory Firms:
Private Banks:
Key Points:
Industry Overview:
These firms and banks are highly regarded for their comprehensive services and expertise in managing significant wealth, making them ideal choices for HNWI and UHNWI clients.
Sources: Private Wealth Management/Private Banking Guide for Associates, Calling all Financial Advisors: What products do high net-worth people use to manage their wealth?, Fintech is going to kill Private Wealth Management jobs?, In 2018, what Firm has the best Ultra High Net Worth wealth management training program?, What are the best Private Wealth Management firms? (Salary, benefits, prestige, culture, etc)
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