Some advisors say wealthy investors are not getting service that meets high expectations
Advisors need more support to retain mass-affluent clients with growing wealth
Private Client Advice will provide customized coverage
The Grondin Group has partnered with Walter GAM and W Investments Group
Alex Catterick is taking on a newly created role, overseeing high-net-worth strategy in private markets
The firm says exposure to private companies will offer enhanced diversification to HNW investors
New private pools include alternative and low-volatility strategies
New advice channel caters to high net-worth clients
Dan Wynnyk, senior vice-president and investment advisor with the Waterfront Group, helps many of his wealthy clients give to charity
Julie Cowan is Grayhawk's new relationship lead for high-net-worth clients