Educating next gen clients
Connecting with them isn’t all about social media… right?
RBC
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How wealth firms can tackle the next-gen client conundrum
Substantial business could walk out of the door if relationships are not built early enough
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PEOPLE MOVES: Canada Life, DFSA, Brooks Macdonald
Senior manager leaves life insurer after 11 years, as Dubai regulator names chief executive
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PEOPLE MOVES: RBC WM, Raymond James, Brooks Macdonald Int’l
Wealth manager names four directors in Asia, as investment firm poaches financial planners from 1825
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US in the news: Coldstream WM and Paracle Advisors merge
A round-up of people moves and M&A deals across North America
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PEOPLE MOVES: RBC WM, Embark, Liontrust
Wealth firm names head of Hong Kong private banking, as retirement provider hires head of platform
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People Moves: Julius Baer, Credit Suisse, Manulife
Private bank bolsters Hispanic America team, while rival doubles down on its ESG strategy
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RBC Wealth Management bolsters alternative investment offering
As it partners with US-headquartered fintech firm
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PEOPLE MOVES: Quilter, SJP, Axa Investment Managers
Financial services giant appoints managing directors of advice, as wealth manager names chairman
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What can advisers do to retain next-gen clients?
‘Children quite often want to do things differently from their parents to forge their own path’
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PEOPLE MOVES: Utmost Intl, BNP Paribas WM, RBC WM
Life company hires head of EU technical services, while private bank names CIO
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PEOPLE MOVES: 1825, RBC Wealth Management, National Friendly
Standard Life Aberdeen’s advice arm makes managerial changes, as wealth firm bolsters fixed income team