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Keyword: High net-worth clients

229 results found
path to success

Advisors need more support to retain mass-affluent clients with growing wealth

  • By: Emily Fox
  • August 30, 2021 August 26, 2021
  • 00:15
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Private Client Advice will provide customized coverage

  • By: IE Staff
  • July 21, 2021 July 21, 2021
  • 11:39
Horn speaker for public relations sign symbol, vintage color - sun with blue sky

The Grondin Group has partnered with Walter GAM and W Investments Group

  • By: IE Staff
  • May 5, 2021 May 5, 2021
  • 11:07
stage curtain

Alex Catterick is taking on a newly created role, overseeing high-net-worth strategy in private markets

  • By: IE Staff
  • April 16, 2021 April 16, 2021
  • 12:25
man opening curtain to reveal something

The firm says exposure to private companies will offer enhanced diversification to HNW investors

  • By: IE Staff
  • April 13, 2021 April 13, 2021
  • 11:20
extended family walking on beach

New private pools include alternative and low-volatility strategies

  • By: IE Staff
  • March 15, 2021 March 15, 2021
  • 11:29
man using mobile phone

New advice channel caters to high net-worth clients

  • By: IE Staff
  • March 9, 2021 March 9, 2021
  • 11:25
Dan Wynnyk

Dan Wynnyk, senior vice-president and investment advisor with the Waterfront Group, helps many of his wealthy clients give to charity

new memo employee appointment notice promotion

Julie Cowan is Grayhawk's new relationship lead for high-net-worth clients

  • By: IE Staff
  • February 1, 2021 February 1, 2021
  • 11:35

New product developed in partnership with U.S.-based asset manager Adams Street Partners