Keyword: High net-worth clients

234 results found
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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

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


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

Portrait of young confident asian businessman with serious face sitting in modern office interior near big window, intelligent men entrepreneur in elegant suit thinking about something before meeting dream big business planning advisor

Demand for investments that consider ESG criteria is gaining traction with U.S. high-net-worth investors

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Survey finds wealthy investors hold 25% of their holdings in cash