Winning the HNW and UHNW Client: Expanding Services Beyond Traditional Wealth Management
Following another year of strong domestic equity markets and merger and acquisition (M&A) activity, high-net-worth (HNW) and ultra-high-net-worth (UHNW) assets under management (AUM) across all intermediary channels grew 16.4% to a total just short of $25 trillion. As more advisory firms move upmarket to serve this rapidly growing segment, client needs and expectations are rising just as fast.
Drawing on insights from The Cerulli Report—U.S. High-Net-Worth and Ultra-High-Net-Worth Markets 2025, we’ll examine how leading UHNW-focused practices are expanding beyond traditional wealth management to deliver business planning, foundation management, private banking, and concierge and lifestyle services.
We’ll also discuss one of the most pressing challenges facing firms moving upmarket: pricing. As advisors spend more time coordinating complex financial and non-financial services, firms must rethink how they price, package, and monetize their expertise—especially as basis-point fees remain relatively anchored.
Key topics include:
- * Cerulli’s market sizing and key drivers
- * Why this client segment demands a broader, more customized service experience
- * How top practices differentiate themselves as core advisors
- * Emerging trends in fee structures and service-based pricing
- * The shifting role of advisors and how firms are investing in technology
- * Key investment strategies seeing increased adoption among the ultra-wealthy
- Date
- Tuesday, March 24
- Time
- 11:00AM EDT
- Where
- Virtual Event A link to the event will be sent upon registration
- Share the Event
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Featured Speakers
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.
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.
You May Also be Interested in:
- Annual report
- The Cerulli Edge
Tuesday, March 24, 2026 | 11:00 AM ET