Recap of UHNW Institute 2024 Virtual Collegium VI

The UHNW Institute’s Collegium VI was a dynamic virtual event held on April 24, 2024, that explored the practice management topic of client segmentation. A panel of industry leaders shared their experiences and insights on client segmentation, covering both practical and theoretical approaches, such as:

• UHNW client segmentation, including practical, theoretical and lateral aspects
• Economic and staffing implications of segment size and targeting
• Impact on brand from multiple segments and decision-making for exceptions
• Successes, failures and lessons from deviating from core segments

Attendees also participated in an interactive breakout session, which allowed for detailed exploration of subsequent client segmentation topics. Participants took away valuable insights and actionable ideas to enhance their own practice management strategies.

The full video replay of the 2024 Virtual Collegium VI and additional resources are available for UHNW Institute members in the Member Portal here.

A concise written summary of this Virtual Collegium will be available soon.

If you are not a member and want to learn about The Institute, please contact us.

 

A special thank you to our panelists:

 

Rebekah Kohmescher | CEO and CCO, Altair Advisers

 

Adam Lewis | Executive Managing Director, Pathstone

 

Gary Poth | Head of Key Family Wealth, Key Private Bank

 

David Salsburg | Partner, Founder and President, Gresham Partners