Alex Catterick is taking on a newly created role, overseeing high-net-worth strategy in private markets
The firm says exposure to private companies will offer enhanced diversification to HNW investors
New private pools include alternative and low-volatility strategies
New advice channel caters to high net-worth clients
Dan Wynnyk, senior vice-president and investment advisor with the Waterfront Group, helps many of his wealthy clients give to charity
Julie Cowan is Grayhawk's new relationship lead for high-net-worth clients
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
Wealthy investors rely more on professional advice, study finds
The family office firm recently announced a deal with Sagard Holdings