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HIGH-NET-WORTH HUB
Serving the unique needs of high-net-worth clients
High-net-worth investors are a growing segment of the wealth market and present a significant opportunity for advisors. However, effectively serving the needs of these clients can be complex and time-consuming.
Explore how BlackRock can help advisors attract and retain high-net-worth clients.
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Wealth is concentrating up market
The clients you built your business on are not the ones who will double it moving forward, especially if you want to do so with fewer families. Clients with over $5 million now account for over 50% of investable assets in the U.S.1
Investable assets by investor net worth segments
High-net-worth portfolio management
Complex challenges require differentiated solutions. Work with BlackRock to re-think how you construct portfolios and the vehicles used inside to better meet the needs of your largest clients.
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Unlock time to deliver high-net-worth portfolios your way
Whether you want to build portfolios yourself, customize portfolios with us, or buy our model portfolios off-the-shelf, BlackRock can help you design and deliver high-net-worth solutions.
Evolve your practice for high-net-worth clients
The BlackRock Business Consulting team has helped thousands of advisors, teams and firms evolve their business. Explore our advisor best practices to help scale client portfolios to open up time, expand your service offering and differentiate yourself to high-net-worth investors.
Free up time to focus on high-net-worth investors
Streamline your investment approach
38% of advisors’ time is spent on investments and administrative tasks2. Explore options, like model portfolios, to scale your investment approach for your existing clients to reclaim the time needed to provide services to and prospect for high-net-worth investors.
Offer impactful high-net-worth services
Upscale your service offering
To attract and retain high-net-worth clients, you will need to offer a robust menu of personalized services and build a team of experts who can deliver them effectively.
Segment your clients to boost growth
Align your services to client segments to use time more efficiently
Being intentional about which services you offer each client segment allows you to allocate more of your time to serving high net worth clients and improve the profitability of your business.
Showcase your offerings to clients
Ensure high-net-worth investors know what services you provide
Top advisors we work with often list all of the products, services and offerings that they or their team are capable of providing. Shared with a client, this list can help reiterate your value proposition, open up share of wallet opportunities and highlights the services you already provide.
Analyze high-net-worth portfolios with 360° Evaluator
Create more “aha” moments
Use BlackRock’s 360° Evaluator to analyze and build client portfolios, as well as generate customized reports to simplify pre-meeting prep and enhance the client experience.
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Important Notes
1. Cerulli U.S. High-Net Worth and Ultra High-Net Worth Markets, 2024
2. Source: Cerulli U.S. Advisor Metrics 2024
Carefully consider the Funds' investment objectives, risk factors, and charges and expenses before investing. This and other information can be found in the Funds' prospectuses or, if available, the summary prospectuses which may be obtained visiting the iShares ETF and BlackRock Mutual Fund prospectus pages. Read the prospectus carefully before investing.
Investing involves risk, including possible loss of principal.
Fixed income risks include interest-rate and credit risk. Typically, when interest rates rise, there is a corresponding decline in bond values. Credit risk refers to the possibility that the bond issuer will not be able to make principal and interest payments.
No proprietary technology or asset allocation model is a guarantee against loss of principal. There can be no assurance that an investment strategy based on the tools will be successful.
This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, accounting, legal or tax advice. Investors should consult their tax or legal advisor regarding such matters.
This information should not be relied upon as research, investment advice, or a recommendation regarding any products, strategies, or any security in particular. This material is strictly for illustrative, educational, or informational purposes and is subject to change.
The BlackRock and iShares Funds are distributed by BlackRock Investments, LLC (together with its affiliates, "BlackRock").
For more information on the differences between ETFs and mutual funds, click here.
The third-party branded or BlackRock model portfolios that are provided by BlackRock exclusively to applicable platform users (collectively “custom model portfolios”) are provided for illustrative and educational purposes only. The custom model portfolios do not constitute research, are not personalized investment advice or an investment recommendation from BlackRock to any client of a third party financial professional and are intended for use only by a third party financial professional, with other information, as a resource to help build a portfolio or as an input in the development of investment advice for its own clients. The custom model portfolios themselves are not funds.
BlackRock intends to allocate all or a significant percentage of the custom model portfolios to funds for which it and/or its affiliates serve as investment manager and/or are compensated for services provided to the funds ("BlackRock Affiliated Funds"). Clients will indirectly bear fund expenses relating to assets allocated to funds, including BlackRock Affiliated Funds. BlackRock has an incentive to (a) select BlackRock Affiliated Funds and (b) select BlackRock Affiliated Funds with higher fees over BlackRock Affiliated Funds with lower fees.
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