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Keyword: High net-worth clients

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close up view of new 100 Canadian dollar banknotes

Banks have specialized support services, products and referral arrangements to help advisors take care of the wealthy

globe of money gold

Although global high net-worth individuals’ wealth surpassed US$70 trillion for the first time, only 55.5% said they connected very well with their wealth managers

  • By: IE Staff
  • June 19, 2018 June 19, 2018
  • 12:00
emale hand watering young plant with stack coin

Younger generations also feel much more social responsibility than older generations

Bank building exterior and interior

Investment and commercial banking departments can provide leads for wealth managers

Businessman takes bag of money from another businessman.

The software provider’s partnership with Canada Gives will help advisors provide a new planning approach for major donors

Old Montreal Port Downtown at night

Montreal-based investment manager launches LionGuard Opportunities Trust Fund

  • By: IE Staff
  • April 25, 2018 April 25, 2018
  • 10:20
Growth red graph over golden coins stacks over white

More high-net worth investors expect they will live to 100

Growth red graph over golden coins stacks over white

Three funds for HNW clients

  • By: IE Staff
  • March 19, 2018 March 19, 2018
  • 13:00
Businessmen trading stock looking at graphs indexes and numbers on multiple computer screens

Investors’ open-mindedness gives advisors a chance to diversify their clients’ portfolios

last will and testament waiting to be filled and signed

Blended families are more likely to indicate a lack of trust in their beneficiaries' ability to manage their wealth

  • By: Leah Golob
  • January 30, 2018 August 14, 2018
  • 12:20