Home High net-worth clients

Keyword: High net-worth clients

208 results found
man with laptop computer on sailboat

Products and services for wealthy clients could be bolstered

stock exchange graph

Management fees have been reduced by an average of 25%

  • By: IE Staff
  • April 8, 2019 April 15, 2019
  • 16:50
Maxime Ménard

Seizing new opportunities while preserving the culture of a firm founded in 1955

CIBC HQ

The bank unveiled its specialized package on Thursday

Medical doctor wearing blue uniform holding happy funny smiling piggybank

The new offering positions Scotiabank to compete with TD’s Management for Health Care Practitioners program

  • By: IE Staff
  • March 27, 2019 April 6, 2019
  • 13:55
mature couple with young financial advisor

Gap between independent and bank channels could be more perception than reality, however

Team of diverse businesswomen

Three-quarters of widowed and divorced women wish they had been more involved in finances

Woman's hand using mobile phone o

Clients who invest $500,000 or more with the robo-advisor will pay 0.4% of AUM

  • By: IE Staff
  • January 29, 2019 April 6, 2019
  • 10:30
Gold coins on island with palm trees

Clients are becoming more demanding about structuring their wealth in tax-efficient but legal ways

  • By: IE Staff
  • December 19, 2018 April 6, 2019
  • 15:40
Doctor holding piggy bank

The new service fits with the bank’s aim to serve HNW clients