Why High-Net-Worth Investors Demand Ultra-High-Net-Worth Service
Adam Malamed, Chief Executive Officer, Sanctuary Wealth. The financial services industry is presumably under threat, with some believing AI will eventually replace human financial advisors. Meanwhile, others point to next-gen investors getting ideas from “finfluencers” on social media platforms such as TikTok. But the reality is that outsized wealth tends to create complexity, which means