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Upcoming Webinar

The U.S. High-Net-Worth Marketplace: Shifting Wealth Dynamics and Service Models

$84.4 trillion in wealth will be transferred through 2045, with $72.6 trillion in assets passed to heirs and $11.9 trillion donated to charities. As trillions of dollars are set to be in motion on an annual basis, firms in all corners of the industry must formulate a strategic approach to provide value surrounding multigenerational shifts in wealth.

Join Cerulli Associates for our views on how wealth and asset managers can strategically align their business models to capture and grow multigenerational wealth.

This 45-minute roundtable discussion will address:

- High-net-worth market sizing and key demographic trends

- The role of technology, estate planning, and wealth structuring tactics within high-net-worth and ultra-high-net-worth (HNW/UHNW) segments

- Best practices and service models for private banks, multi-family offices, and RIAs that work with multigenerational clients

- The rise of environmental, social, and governance (ESG) investing and growing demand for portfolio customization among HNW investors

Date
Thursday, June 2
Time
11:00AM EDT
Where
Virtual Event Link will be sent upon registration
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Featured Speakers

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.

Chayce Horton

Chayce Horton

Research Analyst

Bio →

Chayce Horton

Chayce Horton

Research 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.

Ed Louis

Ed Louis

Associate Director

Bio →

Ed Louis

Ed Louis

Associate Director

Ed is an associate director in Cerulli’s Wealth Management practice and leads research for the U.S. Intermediary Distribution report. His research focuses on distribution strategies for retail asset management products sold through financial advisors, advisor product use, and portfolio construction trends. 

Prior to joining Cerulli Associates, Ed worked as an internal wholesaler at Wells Fargo Asset Management. There, he spent nearly a decade working with financial advisors in the wirehouse, independent broker/dealer, and RIA channels.

Full biography here.

You May Also be Interested in:

  • Annual report
  • The Cerulli Edge
  • Cerulli Lodestar

June 2, 2022 | 11:00AM ET

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