The wealth management industry has become the darling of the media, with headlines flashing “Wall Street Fights Over the Rich” and “How to Bank Like a Billionaire.” Though the trade has quietly been around for more than 150 years, all the media hype suggests a new trend is emerging. The industry is at an inflection point. A wave of behemoth financial services players looking to serve the rich are setting up de novo ultra wealth management practices and gobbling up teams through “lift ...

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