Practices: U.S. High Net Worth
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U.S. High Net Worth
Cerulli’s High-Net-Worth practice focuses on the distribution of retail asset management products and services to the high-net-worth and ultra-high-net-worth segments in the United States. Areas of coverage include market sizing, current and anticipated product demand, fee trends, and availability of services provided by multi-family offices, private banks, trust companies, and wirehouses.
Annual Reports
| Subscription | # Titles | Latest Release* | Actions |
|---|---|---|---|
| U.S. High-Net-Worth and Ultra-High-Net-Worth Markets | 9 | 11/28/2018 |
$19,000Order Now |
| U.S. Private Banks & Trust Companies | 5 | 8/29/2018 |
$19,000Order Now |
Non-Annual Reports
| Product Title | Release Date | Actions |
|---|---|---|
| Asset Management Opportunities in Banks: Trust Departments and Cross-Platform Opportunities | 9/8/2014 |
$15,000Order Now |
| Family Offices and Distribution: Opportunities for Asset Managers | 8/25/2011 |
$13,000Order Now |
| Special Quantitative Update: Investors in the High-Net-Worth and Ultra-High-Net-Worth Marketplace | 3/15/2011 |
$10,000Order Now |
| Bank Trusts: Wealth Management and Distribution in a Fiduciary Setting | 8/31/2009 |
$6,000Order Now |
Cerulli Lodestar
| Product Title | Price |
|---|---|
| Bank Fiduciary Assets |
$25,000Launch Lodestar |