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The perils of fragmentation for HNW clients

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Home In Depth Special Reports The perils of fragmentation for HNW clients

Winning Strategies 2013

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The perils of fragmentation for HNW clients

Joanne Swystun and Michael Nairne, co-founders of Tacita Capital in Toronto, explain how HNW investors often have multiple managers and therefore no central CIO to manage tax efficiencies, overall portfolio strategy and asset management. Swystun and Nairne give pragmatic tips on how to ensure your HNW clients steer clear of fragmentation and build a cohesive management strategy. They spoke with Dan Richards, president, Client Insights, at the TMX Broadcast Centre in Toronto.

  • By: Dan Richards, Michael Nairne, Joanne Swystun
  • April 29, 2013 October 30, 2019
  • 12:30
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Dan RichardsMichael NairneJoanne Swystun
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