Living Ratings of U.S. UHNW Wealth Managers 2026

The FCS is excited to partner with Living Group to celebrate the launch of the agency’s inaugural Living Ratings of U.S. UHNW Wealth Managers 2026. During a free virtual event, Living’s CEO Kate Shaw will present the report’s findings and then drill down on the insights with a marketing executive whose firm scored well in the research.

The proprietary benchmarking report examines a curated universe of 35 leading U.S. firms across four categories: private wealth, RIA/advisory, private banking and alternative asset management. The research reveals how firms serving ultra-high-net-worth clients are competing for influence, access and investment authority in an increasingly complex wealth landscape. Kate’s presentation, “Beyond The Relationship,” will highlight the brands setting the standard for digital engagement, evidence-led content and AI-enabled discoverability across the UHNW wealth market.

In gratitude to Living, the FCS will donate $1,000 to the children’s charity of their choice: St. Jude Children’s Research Hospital, whose mission is to advance cures, and means of prevention, for pediatric catastrophic diseases through research and treatment. Consistent with the vision of St. Jude’s founder Danny Thomas, no child is denied treatment based on race, religion or a family’s ability to pay.

FREE REGISTRATION

  • Start August 3, 2026 12:00 PM EDT
  • End August 3, 2026 01:00 PM EDT
  • Location ZOOM

Tickets

Speakers

Presenter Kate Shaw

CEO

Kate is co-Founder and CEO of Living Group, founded in 2004. She has over 20 years of City experience covering investment banking, private client wealth management and hedge fund trading which includes eight years at UBS, latterly sales trading to hedge fund clients. Kate is responsible for Living’s financial services clients and brings extensive, invaluable […]

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