Articles & Insights
Investment Executive Interview  |  29 April 2013

The perils of fragmentation for HNW clients

Joanne Swystun and Michael Nairne explain how HNW investors often have multiple managers and therefore no central CIO to manage tax efficiencies, overall portfolio strategy and asset management. They spoke with Dan Richards, President, Client Insights, at the TMX Broadcast Centre in Toronto and gave pragmatic tips on how to ensure HNW clients steer clear of fragmentation and build a cohesive management strategy. Link to video on Investment Executive >