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.
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 $2 million now account for 65% 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.
Unlock time to deliver high-net-worth portfolios your way
Personalize your high-net-worth portfolios with SMAs:
Access to private markets is more important than ever:
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.
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.
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.
When you express your value through a good story, your clients and prospects will be able to internalize why they value you. An appropriate story should offer a relatable situation and help your client see the benefits of working with you.
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
