Affluent investors – Investment Executive https://www.investmentexecutive.com Canada's news source for financial professionals Tue, 04 Jun 2024 15:07:29 +0000 en-US hourly 1 https://wordpress.org/?v=5.9.3 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Affluent investors – Investment Executive https://www.investmentexecutive.com 32 32 Evolving seg funds catching the eye of affluent clients https://www.investmentexecutive.com/soundbites/equities/evolving-seg-funds-catching-the-eye-of-affluent-clients/ Tue, 04 Jun 2024 17:01:29 +0000 https://www.investmentexecutive.com/?p=486732 Paul Ghoche of Canada Life says innovations and a demand for safety are driving interest in segregated funds

The post Evolving seg funds catching the eye of affluent clients appeared first on Investment Executive.

]]> Transcript: Evolving seg funds catching the eye of affluent clients https://www.investmentexecutive.com/soundbites/transcripts/transcript-evolving-seg-funds-catching-the-eye-of-affluent-clients/ Tue, 04 Jun 2024 17:01:20 +0000 https://www.investmentexecutive.com/?p=486727 Paul Ghoche of Canada Life says innovations and a demand for safety are driving interest in segregated funds

The post Transcript: Evolving seg funds catching the eye of affluent clients appeared first on Investment Executive.

]]> Shift your paradigm to after-tax portfolio management https://www.investmentexecutive.com/insight/columns/shift-your-paradigm-to-after-tax-portfolio-management/ Wed, 07 Jun 2023 19:00:43 +0000 https://www.investmentexecutive.com/?p=466935 Implement these five steps to better serve affluent clients

The post Shift your paradigm to after-tax portfolio management appeared first on Investment Executive.

]]> Private markets getting more accessible to public as funds roll out credit options https://www.investmentexecutive.com/news/industry-news/private-markets-getting-more-accessible-to-public-as-funds-roll-out-credit-options/ Thu, 23 Mar 2023 16:19:00 +0000 https://www.investmentexecutive.com/?p=462678 Markets for both private debt and private equity have swelled over the last decade

The post Private markets getting more accessible to public as funds roll out credit options appeared first on Investment Executive.

]]> Address clients’ emotional biases to improve investment decisions https://www.investmentexecutive.com/news/research-and-markets/address-clients-emotional-biases-to-improve-investment-decisions/ Thu, 14 Oct 2021 18:03:59 +0000 https://www.investmentexecutive.com/?p=431369 Investors admitted to being biased toward information that's recent and readily available, Cerulli research suggests

The post Address clients’ emotional biases to improve investment decisions appeared first on Investment Executive.

]]> Research reveals HNW investors’ motivations https://www.investmentexecutive.com/newspaper_/news-newspaper/research-reveals-hnw-investors-motivations/ Mon, 02 Nov 2020 05:18:00 +0000 https://www.investmentexecutive.com/?p=409766 Wealthy investors rely more on professional advice, study finds

The post Research reveals HNW investors’ motivations appeared first on Investment Executive.

]]> How advisors can improve service for affluent clients https://www.investmentexecutive.com/news/research-and-markets/how-advisors-can-improve-service-for-affluent-clients/ Thu, 20 Jun 2019 17:08:58 +0000 https://www.investmentexecutive.com/?p=383703 A report outlines ways advisors can better serve HNW investors

The post How advisors can improve service for affluent clients appeared first on Investment Executive.

]]> Wealthy investors bullish on global economy, stocks, UBS finds https://www.investmentexecutive.com/news/research-and-markets/wealthy-investors-bullish-on-global-economy-stocks-ubs-finds/ Tue, 07 May 2019 16:16:14 +0000 https://www.investmentexecutive.com/?p=381437 Survey finds 51% are optimistic about global economic prospects

The post Wealthy investors bullish on global economy, stocks, UBS finds appeared first on Investment Executive.

]]> Assante announces pricing changes for HNW clients https://www.investmentexecutive.com/news/products/assante-announces-pricing-changes-for-hnw-clients/ Mon, 08 Apr 2019 20:50:33 +0000 https://www.investmentexecutive.com/?p=379904 Management fees have been reduced by an average of 25%

The post Assante announces pricing changes for HNW clients appeared first on Investment Executive.

]]> High-net worth investors are active art collectors https://www.investmentexecutive.com/news/industry-news/high-net-worth-investors-are-active-art-collectors/ Wed, 14 Mar 2018 21:40:18 +0000 https://www.investmentexecutive.com/?p=347835 Collectors are motivated by a desire to support arts and culture

The post High-net worth investors are active art collectors appeared first on Investment Executive.

]]>