Home High net-worth clients

Keyword: High net-worth clients

198 results found

Be prepared for the worst — and focus on the client

emale hand watering young plant with stack coin

Demand for sustainable investments will only grow as generational wealth transfer approaches

extended family walking on beach

Slow progress on preparing for looming wealth transfer

  • September 25, 2018 September 25, 2018
  • 17:00
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