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Keyword: High net-worth clients

227 results found
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The Grondin Group has partnered with Walter GAM and W Investments Group

  • By: IE Staff
  • May 5, 2021 May 5, 2021
  • 11:07
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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
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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
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New private pools include alternative and low-volatility strategies

  • By: IE Staff
  • March 15, 2021 March 15, 2021
  • 11:29
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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

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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

donation

Wealthy donors may need help doing due diligence before they give

growing wealth

Wealthy investors rely more on professional advice, study finds