Managing the experts that ultra-rich clients need is a job in itself
Rising numbers of HNW clients are asking about socially responsible investing
Alternative investments may hold answers when clients seek both returns and stability
A sudden influx of cash needs careful management and planning
Advisors who specialize in serving the affluent share their insights
Alexandra Horwood builds custom portfolios for her clients, then monitors the portfolios closely
In the early stages of a relationship, nearly two-thirds of HNW clients prefer to work directly with a wealth manager to address financial goals and risk tolerances
The Elite Pricing program now includes auto-switching, “householding” and new rebate thresholds
Increased cross-border capabilities make it easier for high-net worth individuals and families to bank in both Canada and the U.S.
This demographic is also more likely to buy a stock based on a friend’s recommendation