When Haute Jets and 5W published The Haute Jets Wealth Migration Report in April, the partnership probably did not expect the headline statistic to land where it did. The figure has since shown up in Bloomberg, the Financial Times, Robb Report, Mansion Global, and what looks like every wealth-management research deck circulating in private banking this year.
Seth Semilof on the Wealth AI Audit: ultra-high-net-worth families are asking ChatGPT, Claude, Gemini, and Perplexity for premium financing, PPLI, and estate exemption advice — and the engines are getting the UHNW-specific answers dangerously wrong.
Digital wealth management is no longer about whether the firm has the tools — it's about how well the firm uses them in service of the client relationship. The five strategies that compound.
UBS's 44-page dress code went viral in 2010. In March 2023 UBS acquired Credit Suisse for $3.25B. The 15-year arc to becoming the world's largest wealth manager with $5.7T AUM.
