2 February 2009
Last month's wealth management executives moves from around the world.
12 January 2009
Credential Financial, the Canadian wealth management distribution company, has named Doce Tomic as president and chief executive officer. Mr Tomic, who took up leadership at the start of January, was most recently president of Ticoon Technology, a privately-held Canadian technology firm in Toronto . Prior to this role, he had been chief operating officer of Wellington West Capital and president of Wellington West Asset Management.
News and Features
Comment and Analysis
The annual RBC Wealth Management/Capgemini World Wealth Report also showed that North America, which in 2011 had lost its top-dog status to Asia-Pacific, is now back as the place with the largest high net worth market.
18 June 2013
Here Diane Harrison, principal and owner of Panegyric Marketing, argues that the debate over fees in the hedge fund industry often focuses on the wrong topics.
20 March 2013
Here, Jimmy Chang, a senior portfolio manager and a managing director of Rockefeller & Co, discusses some issues around investing in the current environment.
4 April 2013
The period between 2008 and 2012 saw an uptick in risk reviewing business at New Yorkís Rothstein Kass Family Offices Group, says partner Evan Jehle.
9 April 2013
Building functionality into a familyís business affairs involves defining each personís role but itís never easy to think differently about family members who were children at the dinner table, but are now adults around the board table.
8 April 2013
Marc Odo, director of research at software and business intelligence firm Informa Investment Solutions, discusses why diversification failed during the credit crisis.
25 March 2013