Home Wealth management

Keyword: Wealth management

174 results found

The relaunch formalizes its transition into a full-service wealth management firm

  • By: IE Staff
  • March 5, 2019 March 18, 2019
  • 10:47
group image of a mixed race medical team. isolated on white.

Wealth-management firms compete for the business of health-care professionals

Charlie Spiring

Wellington-Altus chairman Charlie Spiring is entering a new venture to do what he does best: Create wealth

hand drawing creative business strategy with light bulb as concept

A majority of wealth-management companies worldwide rate technology as difficult to master, but banks are committed to developing innovations that help advisors meet clients' needs

big ben, bridge, river, london

Financial advisory firm expands the company’s U.K and Europe wealth-management operations

  • By: IE Staff
  • January 29, 2019 March 18, 2019
  • 10:15
new memo employee appointment notice promotion

Portfolio manager named director of private client wealth

  • By: IE Staff
  • January 22, 2019 January 22, 2019
  • 12:50
Montreal downtown skyscrapers in winter

The new CEO of PWL is focused on embracing technology and bringing in young advisors to help the firm attract clients

vancouver downtown skyline with mountains

The partnership-based portfolio management firm allows advisors to launch their own business

  • By: IE Staff
  • January 10, 2019 March 18, 2019
  • 14:08
Montreal downtown skyscrapers in winter

Maxime Ménard succeeds Pierre Lapointe as president

  • By: IE Staff
  • December 3, 2018 March 18, 2019
  • 16:30
Leadership corporate hierarchy recruiter team leader employee selection new job

Robert Sankey succeeds Tony Arrell, who will continue as chairman

  • By: IE Staff
  • November 7, 2018 March 18, 2019
  • 14:50