Beyond the relationship: Key takeaways from the Living Ratings U.S. UHNW Wealth Managers 2026 webinar

Hosted by our CEO, Kate Shaw, the session shared insights from Living Group's latest proprietary research, based on a curated universe of 35 leading U.S. firms spanning private wealth, RIAs and advisory, private banking, and alternative asset management.

Kate explored how the strongest-performing firms are building credibility before a conversation begins, using digital channels to make expertise more visible, accessible and persuasive. The discussion also examined the role of evidence-led content, AI-enabled discoverability and digital experience in shaping competitive advantage across the UHNW wealth market.

Thank you to everyone who joined us live, and to the Financial Communications Society for partnering with us on the event.

Missed the session?

The recording and webinar summary are now available here.

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If you're interested in discussing your firm's performance or exploring how your brand and digital presence could benefit from a tailored Ratings analysis, please reach out to Mark Stephenson to arrange a consultation with one of our specialists.