Ultra-high net-worth clients need big-picture planning
Most offices need US$100 million AUM to be viable but it is possible to operate them with less, says Credit Suisse
In Canada, however, UHNW population on the decline
CTC Consulting will expand BMO’s investment advisory and manager research capabilities in the U.S. high net worth market
World wealth to grow 50% in five years
Big banks are stepping up their efforts to attract clients who often used boutiques in the past
Building trust can take years
The establishment of TIGER 21 in Canada will help the wealthy become managers of their assets
Expands services for ultra high net worth clients