Jacoline Loewen
June 14, 2015

Billionaires - architects of wealth and legacy

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There are times in history when it has been possible to take exraordinary wealth not seen for long stretches of a century. The majority of t...
April 23, 2015

Sustainable Investing - Jacoline Loewen

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Jacoline Loewen with the UBS Bank team on Sustainable Investing. UBS Bank team presenting Sustainable Investing.
March 19, 2015

For those with $2M to Invest

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For those who are wondering why you need a Swiss bank to manage your wealth - here is an useful excerpt from Financial Review: UBS manage...
December 30, 2014

Managing the expectations of clients of wealth managers

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Clients know it all, and want instant satisfaction.   With the Web putting information at everyone’s fingertips in an instant, advisers fa...

The sale of a business brings wealth and other unspoken isues

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A business sale creates wealth, and unease.  When a business owner cashes in and sells an enterprise, it often brings some confusion–even ...
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