Ultra high net worth clients – Investment Executive https://www.investmentexecutive.com Canada's news source for financial professionals Wed, 09 Oct 2024 18:09:36 +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 Ultra high net worth clients – Investment Executive https://www.investmentexecutive.com 32 32 Nicola Wealth hires former Grayhawk founder to grow UHNW biz https://www.investmentexecutive.com/news/industry-news/nicola-wealth-hires-former-grayhawk-founder-to-grow-uhnw-biz/ Wed, 09 Oct 2024 18:09:36 +0000 https://www.investmentexecutive.com/?p=494334 Michael Kaumeyer will be based in Calgary and work nationally for the firm

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]]> Advisers failed to enforce investment limits: SEC https://www.investmentexecutive.com/news/from-the-regulators/advisers-failed-to-enforce-investment-limits-sec/ Wed, 25 Sep 2024 17:50:02 +0000 https://www.investmentexecutive.com/?p=493396 Regulator orders fines, disgorgement against portfolio manager, broker

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]]> CI Financial buys Montreal-based wealth manager Coriel Capital https://www.investmentexecutive.com/news/industry-news/ci-financial-buys-montreal-based-wealth-manager-coriel-capital/ Thu, 10 Aug 2023 18:28:28 +0000 https://www.investmentexecutive.com/?p=469868 The acquisition adds to CI's ultra-high-net-worth business

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]]> Post-merger UBS faces profit, execution risks https://www.investmentexecutive.com/news/research-and-markets/post-merger-ubs-faces-profit-execution-risks/ Wed, 21 Jun 2023 17:27:38 +0000 https://www.investmentexecutive.com/?p=467697 DBRS affirms ratings on UBS, Credit Suisse, but outlook is negative

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]]> CRA audits of ultra-wealthy Canadians yield zero prosecutions https://www.investmentexecutive.com/news/industry-news/cra-audits-of-ultra-wealthy-canadians-yield-zero-prosecutions/ Tue, 22 Jun 2021 13:26:30 +0000 https://www.investmentexecutive.com/?p=424126 The absence of criminal charges against high-net-worth residents comes in an era of rising wealth inequality

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]]> Generosity reaps rewards https://www.investmentexecutive.com/newspaper_/building-your-business-newspaper/generosity-reaps-rewards/ Mon, 22 Feb 2021 05:11:00 +0000 https://www.investmentexecutive.com/?p=416031 Dan Wynnyk, senior vice-president and investment advisor with the Waterfront Group, helps many of his wealthy clients give to charity

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]]> Helping HNW clients give to charity https://www.investmentexecutive.com/newspaper_/news-newspaper/helping-hnw-clients-give-to-charity/ Mon, 14 Dec 2020 05:14:00 +0000 https://www.investmentexecutive.com/?p=412379 Wealthy donors may need help doing due diligence before they give

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]]> Survey finds widespread support for a wealth tax https://www.investmentexecutive.com/news/research-and-markets/survey-finds-widespread-support-for-a-wealth-tax/ Thu, 19 Nov 2020 18:34:14 +0000 https://www.investmentexecutive.com/?p=411261 Regardless of political persuasion, even Canadians in the highest income bracket favour a wealth tax

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]]> Grayhawk hires private banker to lead Quebec biz https://www.investmentexecutive.com/news/people/grayhawk-hires-private-banker-to-lead-quebec-biz/ Wed, 14 Oct 2020 18:58:46 +0000 https://www.investmentexecutive.com/?p=409032 The family office firm recently announced a deal with Sagard Holdings

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]]> Facing deficit, Grits may target wealthy https://www.investmentexecutive.com/newspaper_/news-newspaper/facing-deficit-grits-may-target-wealthy/ Fri, 09 Oct 2020 04:13:00 +0000 https://www.investmentexecutive.com/?p=408320 Spending promises could lead to higher taxes, experts warn

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