Focus on Ultra-High-Net-Worth Clients, Part I
Advisors are attracted to ultra-high-net-worth (UHNW) clients like iron filings to a magnet but what does it take to work with this sophisticated group of investors. These articles from IMCA’s Investments & Wealth Monitor take a look at generational differences in UHNW clients, the cost involved in creating a practice that caters to UHNW investors, and two industry thought leaders—Jean L. P. Brunel and Charlotte Beyer—provide their perspectives on the UHNW space.
Holding true to IMCA’s reputation as the provider of advanced financial services education, these articles are a sample of the type of content found in IMCA’s Certified Investment Management Analyst® (CIMA®) and Certified Private Wealth Advisor® (CPWA®) certification programs, as well as its conferences, membership, research, and publications.
IMCA is an organization of and for advisors, delivering advanced education and credentials to investment and wealth management professionals.