North America
Vontobel acquires Swiss firm’s US private client portfolio
The duo have also entered into a cooperation agreement about recommending clients
Canadian firm unveils gender affirmation surgery cover
All transgender clients will be able to access it through the company’s health care plans
Canadian wealth manager sold for C$445m
Brand and leadership team will be retained
Alternatives | 27 Mar 19
Is it high time we invested in cannabis?
‘Brand new industries are not born in front of us very often’
Canada to criminalise ‘reckless’ advisers
Changes target professionals who intentionally or inadvertently facilitate tax evasion
