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.
Key themes explored:
· HNW/UHNW demographic and wealth transfer sizing
· Competitive dynamics amongst intermediaries
· Shifting service models and strategies
· Product demand and distribution trends
Presented by:
Chayce Horton
Associate Director
Bio →
Chayce Horton
Associate Director
Chayce is an Associate Director in the Wealth Management practice and is the lead author of the annual High-Net-Worth and Ultra-High-Net-Worth Markets report. He also helps lead the annual Private Banks and Bank Trust Companies report as well as the quarterly Cerulli Advisor Edge. Chayce specializes 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 well as the asset management providers that serve these investors and intermediaries.
Prior to joining Cerulli, Chayce worked in enterprise data governance, geopolitical research, and commercial 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.
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