Home High net-worth clients

Keyword: High net-worth clients

220 results found

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


Wealthy donors may need help doing due diligence before they give

growing wealth

Wealthy investors rely more on professional advice, study finds

We made a deal. Close up of arms of successful two business partners shaking hands. They are sitting at the table near documents in cafe. The businessman and woman are drinking coffee

The family office firm recently announced a deal with Sagard Holdings

Demand for investments that consider ESG criteria is gaining traction with U.S. high-net-worth investors

dollar boat in the bad weather illustration economic instability

Survey finds wealthy investors hold 25% of their holdings in cash

Special Report on Taxes, November 2019

The agency's HNW audit program is comprehensive and costly for clients, tax practitioners say. If your client is subject to an audit, here's what to do

extended family walking on beach

Advisors are concerned about account size trends

extended family walking on beach

StatsCan reports the average income of Canada's top 1% of taxpayers rose by 8.5%

Piggy bank with national flag of Canada

Wealth creation is less important than wealth preservation, research finds

  • By: IE Staff
  • September 12, 2019 October 31, 2019
  • 11:44