Keyword: High net-worth clients

232 results found
Dan Wynnyk

Dan Wynnyk, senior vice-president and investment advisor with the Waterfront Group, helps many of his wealthy clients give to charity

new memo employee appointment notice promotion

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

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