New venture · Wells Fargo

The Blank-Page Division

Launched a Sports & Entertainment UHNW division from nothing: $700M+ year-one AUM, Sports & Entertainment UHNW division; the program is now in its third year.

Context

Athletes and entertainers earn fast, concentrated wealth with short careers and complex needs. No dedicated coverage existed.

Challenge

Prove a niche segment could earn its own team, economics and referral engine.

What I did

Segment thesis, business case and leadership alignment.

Advisor coverage model, a referral engine with centers of influence, and segment-specific positioning and content.

Results

$700M+ UHNW year one
Built from a blank page
$4.2B identified growth strategy

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