As you expand your high net worth practice — or perhaps look to join this attractive market — it’s essential to meet the high expectations and specialized needs of wealthy clients.
Capital Group Private Client Services can lend a hand. For 50 years, we’ve provided comprehensive wealth planning and investment management to high net worth clients. We’re powered by the global reach of our parent company Capital Group and we can help you excel with these demanding investors.
Partnering with Capital Group Private Client Services is like bringing a full-service team into your practice. Our knowledgeable and experienced specialists can help you provide:
As always, we place you and your clients first. To that end, we offer different service models and fee arrangements depending on your needs and firm requirements.
Contact us today – our turnkey process starts with just one conversation.
Reach out to Capital Group to learn more about our turnkey high-net-worth solution or connect with your Capital Group representative directly.
Meet with a Wealth Advisor from Capital Group Private Client Services to develop an investment and wealth management solution to meet the needs of your client or prospect.
Our Wealth Advisor and team of specialists will work closely with you throughout the process to provide any help you need to retain a valuable client or acquire a promising prospect.
With more than 40 Private Wealth Advisors and 200 support associates* serving clients across the U.S., you and your clients are never more than a phone call away from a knowledgeable associate. You also gain access to the global reach of Capital Group, with its $2.5 trillion assets under management* and more than 470 investment professionals* around the world, many of whom conduct rigorous on-the-ground research. To learn more about Capital Group Private Client Services, visit us at capitalgroup.com/pcs.
*As of December 31, 2023.
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