Alexandra Horwood builds custom portfolios for her clients, then monitors the portfolios closely
In the early stages of a relationship, nearly two-thirds of HNW clients prefer to work directly with a wealth manager to address financial goals and risk tolerances
The Elite Pricing program now includes auto-switching, “householding” and new rebate thresholds
Increased cross-border capabilities make it easier for high-net worth individuals and families to bank in both Canada and the U.S.
This demographic is also more likely to buy a stock based on a friend’s recommendation
The Trusted Advisors feature will improve the sharing and fiduciary tracking of important documents among BlueRock clients and advisors
The fund is designed to meet the evolving needs of institutional and private client investors
Naming a second spouse or a grandchild as the direct beneficiary of an account could lead to various unintended consequences
As HNW women become more involved in finances, they trail men in preparing to pass assets on to the next generation
TD Discovery Tool, which is modelled on behavioural finance, can produce a wealth personality report that highlights investors’ key traits