Keyword: High net-worth clients

254 results found

It has been announced that a Canadian credit union will integrate a private wealth service into its offering for the first time. This comes with the news that Vancouver Island’s largest financial services organization, Coastal Community Credit Union, is launching an advisory firm for the high net-worth with its wealth management partner, Credential Financial Inc., […]

Protection of capital is top of mind for many HNW Canadians

Acquisition bolsters Wealth-X’s position as the global authority in wealth intelligence

Consider organizing a philanthropic activity or an intimate concert to engage with your top clients

HNW clients and advisors think differently about what’s important

Caps and redesignations for Series E and F, replacement series launched

  • By: IE Staff
  • October 22, 2014 October 22, 2014
  • 09:20

Advisors want to avoid deal breaker situations that could trigger a client’s departure

Clients are looking for digital capabilities including access of portfolio information, research data and searching for products and services

Confidence in wealth management industry climbs, but firms have more to do to meet HNWI needs

  • By: IE Staff
  • June 18, 2014 June 18, 2014
  • 13:00

Nine mandates represent a broad range of key asset classes

  • By: IE Staff
  • June 9, 2014 June 9, 2014
  • 11:00