The Future of Service Delivery: How to Compete in the HNW/UHNW Market
February 28, 2024
High-net-worth (HNW) and ultra-high-net-worth (UHNW) households now control more than $30 trillion in financial assets, growing four-fold since 2011. Competing in this market increasingly demands greater efficiency, service quality, and access to products from wealth managers and their partners in the asset management, banking, custodian, and technology spaces. How can service providers across the industry adapt to the demands of the HNW/UHNW market?
Join Cerulli’s HNW experts, Chayce Horton and Matt Zampariolo as they evaluate the greatest opportunities and challenges ahead and share their views on the future of the industry. This 45-minute session will cover.
Key themes explored:
· HNW/UHNW demographic and wealth transfer sizing
· Competitive dynamics amongst intermediaries
· Shifting service models and strategies
· Product demand and distribution trends
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 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.
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