Latest updates for High Net Worth Individuals

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Recent items include:

  • 4 Proven Ways to Build an HNI Database and Find High Net Worth Clients in 2026
  • Half of UK private markets managers target retail and high-net-worth investors
  • Young high earners build luxury collections as long-term investments, leave them exposed

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saleshandy.com /1 week ago

4 Proven Ways to Build an HNI Database and Find High Net Worth Clients in 2026

In wealth advisory, MONEY is the real lever.And it comes from HNI (High Net Worth Individual) clients. Which means your growth depends on your ability to connect with them. But get...

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investmentweek.co.uk /1 month ago

Half of UK private markets managers target retail and high-net-worth investors

Around half of UK private markets fund managers have started targeting retail and high-net-worth (HNW) individuals as a source of inflows, according to a study from investment plat...

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wealthprofessional.ca /1 month ago

Young high earners build luxury collections as long-term investments, leave them exposed

Most HENRYs cite future value as a top buying factor, but insurance uptake lags behind

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wealthmanagement.com /2 weeks ago

Tax, Wealth Firm HBK Sells Stake to External Investor H.I.G.

The investment, which includes $7.7 billion HBKS Wealth Advisors, is one of three stakes that a wealth practice has sold this week to an outside investor.

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insurancebusinessmag.com /3 weeks ago

Heffernan Life Division partners with Lion Street for high-net-worth planning

How mid-sized brokerages are competing for a fast-growing HNW client base without building specialist teams from scratch

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wealthmanagement.com /1 month ago

LPL Financial Adds $2.4B HNW Team From U.S. Bank

The San Diego-based group has affiliated with Quotient Advisor Partners, an LPL OSJ, bringing expertise in serving high-net-worth clients and multi-generational families.

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economictimes.indiatimes.com /1 week ago

Titan, Infosys among 10 stocks with highest HNI holdings in Q1; check full list

High net worth investors continue to hold substantial positions across some of India’s leading listed companies.

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wealthprofessional.ca /1 week ago

Billionaire cohort and wealth at new highs, but what’s in their portfolios?

New research reveals wealth drivers, asset holdings and demographic makeup of world’s wealthiest

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businesstoday.in /1 month ago

What every HNI should know before investing in private market funds

Private market funds are gaining traction among HNIs seeking higher long-term returns, but they come with lower liquidity and longer investment horizons. Before investing, here's w...

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wealthmanagement.com /2 weeks ago

The IPO Wealth Wave Has Just Begun. Most Advisor Platforms Aren’t Built for It

An IPO isn’t the finish line. It’s the beginning of an entirely new set of financial complexities, particularly for clients crossing the $20 million threshold into ultra-high-net-w...

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financial-planning.com /2 weeks ago

Ask an Advisor: How did you land your first high net worth client?

Getting a foot in the door to the high net worth market can be a challenge, but there are any number of ways in. Six advisors shared how they landed their first high net worth clie...

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yourstory.com /1 month ago

Two fund managers who handled Rs 1.35 lakh crore for others just built a company for India's rich

Veriqus raised Rs 387 crore to build an integrated wealth platform for India's HNIs, family offices and emerging wealthy families.

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timesofindia.indiatimes.com /1 month ago

Rs 100 crore+ income club sees most entries in 4 years

Government data shows 576 individuals disclosed over Rs 100 crore income in FY2024-25. This number includes 161 new high-income earners added during the past year. Most of these...

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wealthprofessional.ca /1 month ago

Do advisors need to understand collectible luxury markets to serve HNW clients?

Chris Warner explains his approach to clients with wine, car, and art collections as well as his messages to clients who want in on these markets

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indiatechnologynews.in /1 week ago

InCred Capital launches InCred Black in major UHNI Push

Alok Agrawal, Harmeet Sahney and Zarksis Gotla join as Co-Founders as InCred sharpens and scales its offering for India’s UHNI segment Mumbai, August 27,… The post InCred Capital l...

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wealthmanagement.com /1 month ago

How Changes in Charitable Deduction Rules Affect UHNW Clients

New strategies may be required.

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insurancebusinessmag.com /2 weeks ago

How cyber fraud threatens high-net-worth clients and what brokers need to know

New research reveals the growing financial threat facing affluent families and their advisors

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nytimes.com /1 month ago

The Ultra-Rich Are Moving to Miami, and Want Their Money Managers There, Too

Tax incentives, among other benefits, have drawn the ultrawealthy to the city. And they need space for the firms that manage their money.

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wealthprofessional.ca /1 month ago

US luxury housing draws record global demand as wealthy buyers ‘landmaxx’

Global inquiries double in 2026 as affluent clients chase land, privacy and scale

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wealthprofessional.ca /1 month ago

An alternatives strategy for an ultra high net worth practice

Thane Stenner, senior portfolio manager and senior wealth adviser at Stenner Wealth Partners Plus of CG Wealth Management, explains an approach to alternatives that earned him a pl...

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nairobiwire.com /1 month ago

Surprising Report Shows Kenya’s Rich Prefer Staying Home Over Foreign Citizenship

Kenya’s wealthiest citizens show little interest in pursuing foreign passports or residency options, according to Knight Frank’s Wealth & Investment Trends 2026 report. Even as...

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wealthmanagement.com /1 month ago

$2.5B Hightower Affiliate Joins Signature Wealth Division

The addition sees Hightower Signature Wealth grow to $40 billion in less than a year through a combination of affiliates and newly acquired firms.

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valueresearchonline.com /1 month ago

Rich people's funds

SEBI's SIF lowers the entry point to Rs 10 lakh. But the real question is what PMS and AIFs were actually delivering behind that wall. Less than the price implied.

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insurancebusinessmag.com /1 month ago

Adviser capacity strains as wealth insurance demand grows, Utmost finds

Two closing tax deadlines are driving HNW clients toward insurance-based wealth structures, and adviser capacity is struggling to keep pace

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Sources covering High Net Worth Individuals

feeds.nytimes.com

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wealthprofessional.ca

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economictimes.indiatimes.com

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indiatechnologynews.in

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nairobiwire.com

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timesofindia.indiatimes.com

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