Credential Financial
Executive Moves January 2009
2 February 2009
Last month's wealth management executives moves from around the world.
*****
Canadian Wealth Distribution Firm Names New CEO
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
Latest News
Lincoln Financial Advisors Hires Managing Director To Lead Pacific Region
Investor Satisfaction Falls As Firms Struggle To Communicate Effectively With Clients - Study
INSIGHT: The Financial Implications Of Turkey's Turmoil
The Changing Face Of Global Wealth: Rise Of The Entrepreneurs - Study
BNY Mellon Wealth Management Boosts Presence In South Florida With Director Hire
Comment and Analysis
EXCLUSIVE: Citi Private Bank: Reaping Rewards From Client Feedback
WE Family Offices Sets Out To Reshape The Landscape Of UHNW Wealth Management
FEATURE: A Look At The Mexican High Net Worth Client Market
EXCLUSIVE: Thomas Carroll On His First Few Months At The Helm Of GenSpring
EXCLUSIVE: Industry Leaders Debate Hot Topics Of Client Centricity, Communications
Expert Commentary
- Top Story
- Opinion of the Week
- Industry Insight
- View from the Top
- Editor's Choice
- Investment Strategy
America Regained Top Spot For HNW Population, Wealth In RBC/Capgemini Survey
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.
Tom Burroughes
18 June 2013
Guest Opinion: An Earnings Report Every Hedge Fund Manager Should Review
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.
Diane Harrison
20 March 2013
Q&A: Rockefeller & Co's Jimmy Chang On The Investment Environment
Here, Jimmy Chang, a senior portfolio manager and a managing director of Rockefeller & Co, discusses some issues around investing in the current environment.
Harriet Davies
4 April 2013
INTERVIEW: Regular Risk Reviews Gain Traction In The Family Office World
The period between 2008 and 2012 saw an uptick in risk reviewing business at New York’s Rothstein Kass Family Offices Group, says partner Evan Jehle.
Harriet Davies
9 April 2013
FEATURE: Twins And The Business Of Family
Building functionality into a family’s business affairs involves defining each person’s role but it’s never easy to think differently about family members who were children at the dinner table, but are now adults around the board table.
Charles Lowenhaupt
8 April 2013
Guest Opinion: Diversification In The Age Of Globalisation
Marc Odo, director of research at software and business intelligence firm Informa Investment Solutions, discusses why diversification failed during the credit crisis.
Marc Odo
25 March 2013
