Clifton is a lens into modern wealth. In our seats, we've seen wealth accumulated in various ways. No individual's story is the same, but we can learn from how they've each forged their path toward success.
Private banking once meant a single big institution handling everything for wealthy families. That world isn’t gone—but it’s no longer the default as HNW families and advisors move toward flexible, advisor-led platforms and multi-bank ecosystems.
Over the last fifteen years, independent advisors have grown rapidly, with estimated total assets of $8T — quadruple the number from 2009. We spoke to Brad Wales about the drivers behind that growth and the infrastructure in place to support it.
Sandbox pairs novel technologies surrounding payments, data aggregation, AI, and open banking to deliver a new platform solution for wealthy families and investment advisors.
Cash management is a major part of managing wealth, but many often conflate "investment cash" with "operating cash," and that very often isn't the case. Investment Advisors can gain new insights and better manage client relationships with banking.
