Practices: U.S. High Net Worth

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


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U.S. Private Banks & Trust Companies 5 8/29/2018


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* Subscriptions end 12 months after the release date of the most recent report.

Non-Annual Reports

Product Title Release Date Actions
Asset Management Opportunities in Banks: Trust Departments and Cross-Platform Opportunities 9/8/2014


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Family Offices and Distribution: Opportunities for Asset Managers 8/25/2011


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Special Quantitative Update: Investors in the High-Net-Worth and Ultra-High-Net-Worth Marketplace 3/15/2011


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Bank Trusts: Wealth Management and Distribution in a Fiduciary Setting 8/31/2009


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Cerulli Lodestar

Product Title Price
Bank Fiduciary Assets


Launch Lodestar