Tags » Managing Wealth

Grapes from her parents' Bordeaux vineyard the inspiration and source for luxury skin care company

NEW YORK — Chance encounters can lead to entirely new career paths. Just ask Mathilde Thomas, who co-founded the Caudalie luxury skin care and spa company after meeting a doctor in 1993 at her family vineyard in the French city of Bordeaux. 665 more words

Personal Finance

Investors want advice from both robots and humans, not just one exclusively: study

NEW YORK — Financial advisers across Wall Street’s biggest brokerages have fretted over their professional futures in recent years as their firms worked to develop “robo” services for millennial and tech-savvy clients. 219 more words

Financial Services Sector

Lessons on empire-building from real estate developer Rick Caruso

Billionaire real estate developer Rick Caruso learned about entrepreneurship and money at an early age.

His father, Henry Caruso, founded Dollar Rent A Car in 1966, building it up into one of the largest U.S. 579 more words

Managing Wealth

Hedge fund strife gives rich families new swagger with managers

It’s a buyer’s market in hedge funds and wealthy families are beginning to feel the love.

Turmoil in the fund industry is giving family offices a resurgence in power. 888 more words


The idea of taking control of their investments appeals to a lot of Canadians. But there’s one thing that holds them back: the notion that self-directed investors are completely on their own. 271 more words

Managing Wealth

You've maxed out your RRSP and TFSA: Now what do you do?

You’ve maxed out your RRSP and TFSA: now what? There are other options for high net worth earners. Som Seif of Purpose Investments sat down with Financial Post’s Larysa Harapyn to discuss insurance policies, family trusts and family loans as tools for tax planning. 19 more words

Personal Finance

The distinction between being in the 'one per cent' and being 'wealthy' is more than just semantics

The rich are getting richer. That, at least, is the usual sentiment behind most stories about income inequality and tax breaks. But what does it actually mean? 1,328 more words

Personal Finance