Focus on Ultra-High-Net-Worth Clients, Part 2
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. Part 2 in this series of articles from IMCA’s Investments & Wealth Monitor explores the biggest trends in family wealth, the latest family office trend in direct investment, and a closer look at today’s ultra-high-net-worth and multi-family offices.
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.
