Attract and serve high-net-worth clients

Hi everyone – I’m Cullen Roberts, Director of Advisor Engagement for BlackRock’s U.S. Wealth Advisory business.

Across the advisory industry, we hear two consistent themes from advisors: the need for capacity and the desire to grow. But not just any growth—manageable growth through fewer, wealthier families. Those two complementary goals put high-net-worth clients at the center of today’s opportunity.

High-net-worth families now hold over 50% of all investable assets—almost double what they held just a decade ago.¹ As wealth consolidates and expectations rise, competition intensifies and advisory practices must evolve to stay relevant.

At BlackRock, we’re building our high-net-worth platform to help advisors attract & retain clients in this rapidly growing and critically important segment. We work with advisors across a wide range of focus areas, including:

Consultations with our Business Consulting team to align services, value proposition and client stories to the high-net-worth market

Capacity-freeing resources across technology, marketing, and portfolio design

Deeper education for your team on the how’s and why’s of direct indexing, SMAs, options, and private markets.

And ultra-high-net-worth and liquidity event expertise through our Private Wealth Consulting team.

This is the moment to enhance your practice, rethink your investment process, and evolve your product set to position yourself for the next frontier of wealth. To learn more, please contact your BlackRock market team.

¹Cerulli U.S. High-Net Worth and Ultra High-Net Worth Markets, 2024

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