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
