High-net worth

Handle fancy business dinners with aplomb Fallback Image Decorative pattern

Planning and Advice

Handle fancy business dinners with aplomb

If you’ve read our guide on inviting clients to an exclusive chef’s table dinner and wine tasting, you’re well-versed in how to arrange a memorable dinner and how to ensure it’s a success.

By Staff |May 22, 2014

1 min read

5 tips to prospect wealthy clients Fallback Image Decorative pattern

Planning and Advice

5 tips to prospect wealthy clients

You’re planning to attend a ritzy charity event. Here are five tips to help you prospect.

May 12, 2014

2 min read

How to properly wine and dine clients Fallback Image Decorative pattern

Planning and Advice

How to properly wine and dine clients

Wealthy professionals are used to doing business over a good meal. But when you want to show your appreciation, dazzle with a chef’s table and wine tasting. Even if Gordon Ramsay isn’t in your Rolodex, a night of culinary creativity is within reach.

By Jessica Bruno |May 9, 2014

5 min read

Sun Life launches funds for wealthy investors Fallback Image Decorative pattern

Industry

Sun Life launches funds for wealthy investors

Private Client is a line of business designed for those with higher investable assets searching for a fresh approach to investing, says the firm.

By Staff |April 1, 2014

1 min read