I have been told that the best form Wealth Management services come from a Swiss private bank - I believe the Older the Swiss Bank the better - Any one know about Swiss bank account and Swiss private banks ?
Hi,
Is there a web page or report which show the different wealth management groups for private individuals or institutions in Canada?
Thank you.
I am starting a new job at a very conservative Private Wealth Management company in an administrative role (aka bottom of the food chain, secretarial w/room for advancement). I am not very familiar with this particular region of the financial world. I need some advice!! Dos and Don’ts. good books to read, ect. Anything would [...]
I looked at the description but it does not reveal much. It pretty much says “on- time delivery, and execution” of strategy. I would like to know what kind of “projects” could be in this particular dept, and also, what exactly or what kind of the strategy in what directions of they are [...]
i need it mainly for portfolio management…what are the pros and cons of both?
