Impact of Fintech on Wealth Management for Ultra High Net Worth (UHNW) Individuals

Asset Vantage29 Jan, 2024Business

Wealth management for Ultra High Net Worth families encompasses estate planning, tax optimization, and ensuring financial security for future generations.The world of wealth management for Ultra-High-Net-Worth Individuals (UHNWI) has long been shrouded in an aura of exclusivity and bespoke service. Traditionally, managing vast fortunes involved personalized attention from dedicated wealth advisors, intricate spreadsheets, and mountains of paperwork. But in recent years, a silent revolution has been brewing, one powered by cutting-edge technology and innovation: Fintech.