U.S. High Net Worth
Analyze how retail asset management products and services are delivered to high-net-worth and ultra-high-net-worth segments in the United States.
Practice Detail
Understand how retail asset management products and services are delivered to high-net-worth and ultra-high-net-worth segments in the United States. Cerulli can help you size the market, as well as analyze vehicle use, fees, and services provided at family offices, wirehouses, RIAs, and private banks.
Publications
- Annual report
- The Cerulli Edge
Our Experts
Meet the Team
Our team of industry practitioners empowers high-net-worth and ultra-high-net-worth practices—and third-party providers—with deep insights that bring value to their business models.
Asher Cheses
Director
Bio →
Asher Cheses
Director
Asher is a Director in the Wealth Management practice, specializing in research and consulting related to high-net-worth investors and advisory firms, including multi-family offices, RIAs, broker/dealers, private banks, and trust companies. As the co-head of Cerulli’s Wealth Management practice, Asher leads a team of analysts dedicated to developing data and insights to support Cerulli’s published research and consulting business. In his role, Asher is also responsible for leading various strategic consulting engagements, focusing on key areas including growth strategies, practice management, service expansion, M&A due diligence, product development, and distribution strategies.
Full biography here.
Chayce Horton
Associate Director
Bio →
Chayce Horton
Associate Director
Chayce is a member of the Wealth Management team at Cerulli and contributes primarily to the U.S. Private Banks and Trust Companies and U.S. High-Net-Worth and Ultra-High-Net-Worth Markets annual reports. His analysis covers the wealth and asset management industries that serve high-net-worth (HNW) investors and families. Chayce also provides analyst support to strategic consulting projects in the wealth management space and contributes to The Cerulli Edge series.
Previously, Chayce has experience working in enterprise data governance, government affairs, and business banking at multiple global financial institutions.
Full biography here.
Matt Zampariolo
Research Analyst
Bio →
Matt Zampariolo
Research Analyst
Matt is a member of Cerulli’s Wealth Management practice, specializing in research across the high-net-worth and ultra-high-net-worth investor markets, including private banks, trust companies, RIAs, and multi-family offices. As an analyst, Matt provides support to the firm’s high-net-worth research team, assisting in the production of two annual reports and a variety of strategic consulting projects.
Prior to joining Cerulli, Matt worked as a financial analyst within Goldman Sachs’ multi-family office, based in Saratoga Springs. He graduated from the University at Albany with a degree in Economics.
Full biography here.
EXPLORE
Wealth Management
Cerulli knows the U.S. wealth management market. With four distinct areas of coverage, we provide top-down and bottom-up insights into the multi-faceted corners of the industry.
STRATEGIC CONSULTING AND CUSTOM RESEARCH
Cerulli Consulting
Understand where to allocate resources to achieve your objectives. We can help you determine which initiatives are likely to be successful and those that may not achieve the desired effect. In an increasingly competitive market, our objectivity and experience can help you to advance your firm’s unique strengths.
PARTICIPATE
Engage in Our Research
Take part in the industry standard for research and consulting. Lend your perspective and receive the information your firm needs to capture market opportunity.