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 special Cocktails with Content event at the New York Yacht Club, Living’s CEO Kate Shaw will present the report’s findings, which will then be discussed by a panel of marketing executives.

  • At this July 22nd event, we hope to enjoy our networking time before and after the content program with cocktails on the 4th floor terrace at the Yacht Club. The seating will be strictly limited and this event will sell out. Do not delay in booking your tickets.

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.

  • Start July 22, 2026 04:30 PM EDT
  • End July 22, 2026 06:30 PM EDT
  • Location New York Yacht Club 37 W 44th Street NYC

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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