Video
Ultra High Net Worth Investors Needs
Tony Davidow, CIMA and author of Goals-Based Investing, discusses the issues and opportunities of ultra high net worth families with Jamie McLaughlin, CEO at J. H. McLaughlin & Co.
Ultra High Net Worth Investors Needs: Tony Davidow, CIMA and author of Goals-Based Investing, discusses the issues and opportunities of ultra high net worth families with Jamie McLaughlin, CEO at J. H. McLaughlin & Co. Ultra high-net-worth investor is a term used by some segments of the financial services industry to designate people whose investible wealth exceeds a given amount. An ultra-high-net-worth individual (UHNWI) is someone with a net worth of at least $30 million. There are thought to be more than 600,000 UHNW investors worldwide. UHNW investors typically have access to investments not available to everyday retail investors. To learn more about ultra high net worth investors, watch more Tony Davidow and other financial advisor videos from finStream’s Financial Advisor Center at this link: https://www.finstream.tv/videos/financial-advisor-center/
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