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.

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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
  • Cerulli Edge
  • Cerulli Lodestar

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

Asher Cheses

Associate Director

Bio →

Asher Cheses

Asher Cheses

Associate Director

Asher is a member of Cerulli’s Wealth Management practice, specializing in high-net-worth trends across advisory channels. In his role, Asher is responsible for leading the research and development of two annual reports, focusing on trends that impact high-end advisory practices and high-net-worth investors. Asher also leads and supports various strategic consulting engagements, focusing on private banks and multi-family offices.

Prior to joining Cerulli Associates, Asher worked as an Investment Analyst at a Boston-based multi-family office, where he conducted fund due diligence and portfolio analysis for high-net-worth investors.

Full biography here.

Dennis Frank

Dennis Frank

Analyst

Bio →

Dennis Frank

Dennis Frank

Analyst

As an analyst on the Cerulli Product Development team, Dennis discovers trends related to asset managers’ product development and management functions. He also contributes to a number of Cerulli’s annual reports and Edge editions.

Prior to joining Cerulli, Dennis worked as an Associate at Baystate Financial, where he was responsible for internal annuity sales support.

Full biography here.

Chayce Horton

Chayce Horton

Analyst

Bio →

Chayce Horton

Chayce Horton

Analyst

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.

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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.

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