Ultra high net worth clients – Investment Executive https://www.investmentexecutive.com Canada's news source for financial professionals Tue, 14 Oct 2025 22:12:50 +0000 en-US hourly 1 https://wordpress.org/?v=6.9 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Ultra high net worth clients – Investment Executive https://www.investmentexecutive.com 32 32 U.S.-based Rockefeller Capital adds new investors https://www.investmentexecutive.com/news/u-s-based-rockefeller-capital-adds-new-investors/ Tue, 14 Oct 2025 22:12:50 +0000 https://www.investmentexecutive.com/?p=522645 Nicola Wealth hires former Grayhawk founder to grow UHNW biz https://www.investmentexecutive.com/news/nicola-wealth-hires-former-grayhawk-founder-to-grow-uhnw-biz/ Wed, 09 Oct 2024 18:09:36 +0000 https://www.investmentexecutive.com/?p=494334 Advisers failed to enforce investment limits: SEC https://www.investmentexecutive.com/news/advisers-failed-to-enforce-investment-limits-sec/ Wed, 25 Sep 2024 17:50:02 +0000 https://www.investmentexecutive.com/?p=493396 CI Financial buys Montreal-based wealth manager Coriel Capital https://www.investmentexecutive.com/uncategorized/ci-financial-buys-montreal-based-wealth-manager-coriel-capital/ Thu, 10 Aug 2023 18:28:28 +0000 https://www.investmentexecutive.com/?p=469868 Post-merger UBS faces profit, execution risks https://www.investmentexecutive.com/news/post-merger-ubs-faces-profit-execution-risks/ Wed, 21 Jun 2023 17:27:38 +0000 https://www.investmentexecutive.com/?p=467697 CRA audits of ultra-wealthy Canadians yield zero prosecutions https://www.investmentexecutive.com/news/cra-audits-of-ultra-wealthy-canadians-yield-zero-prosecutions/ Tue, 22 Jun 2021 13:26:30 +0000 https://www.investmentexecutive.com/?p=424126 Generosity reaps rewards https://www.investmentexecutive.com/newspaper_/generosity-reaps-rewards/ Mon, 22 Feb 2021 05:11:00 +0000 https://www.investmentexecutive.com/?p=416031 Helping HNW clients give to charity https://www.investmentexecutive.com/newspaper_/helping-hnw-clients-give-to-charity/ Mon, 14 Dec 2020 05:14:00 +0000 https://www.investmentexecutive.com/?p=412379 Survey finds widespread support for a wealth tax https://www.investmentexecutive.com/news/survey-finds-widespread-support-for-a-wealth-tax/ Thu, 19 Nov 2020 18:34:14 +0000 https://www.investmentexecutive.com/?p=411261 Grayhawk hires private banker to lead Quebec biz https://www.investmentexecutive.com/news/grayhawk-hires-private-banker-to-lead-quebec-biz/ Wed, 14 Oct 2020 18:58:46 +0000 https://www.investmentexecutive.com/?p=409032