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Showing 1 - 10 of 37 results for "HNW investors"

HNWs require specialist expertise: Report

CHLOE WALKER  |  TUESDAY, 5 DEC 2023
... be simply one of many utilised in solving their problems. "Centring the benefits around investment management to HNW investors is likely to dilute rather than strengthen the advice proposition in the eyes of these clients," it said. Commenting on the ...

HNWs increase digital engagement: Research

CHLOE WALKER  |  THURSDAY, 12 OCT 2023
... time-saving component, or perhaps an accessibility component that comes with it." When it comes to the improvements HNW investors would like to see their digital experience, tax-reporting was at the top of the list. "Tax reporting was the number one ...

MA Financial establishes Singapore office

CHLOE WALKER  |  FRIDAY, 26 MAY 2023
... strategy." Martin said a large proportion of MA Financial's $8.4 billion in assets under management comes from HNW investors in the region. "On our platform, we now have investors from over 30 countries," he added. Martin said Singapore has become ...

Soul Patts gives $200m to Pengana offering

CHLOE WALKER  |  WEDNESDAY, 19 APR 2023
... Pillemer said, there's an absence of vehicles which are appropriately structured for Australian retail and mass HNW investors. "We are delighted to have partnered with an investor the calibre of Soul Patts who have provided seed funding to enable the ...

HNWs recalibrate investment goals: Report

CHLOE WALKER  |  THURSDAY, 1 DEC 2022
... changed at least 10% of their portfolio, compared to 41% in 2021 and a 50% record high in 2020. "Looking ahead, HNW investors have recalibrated their investment goals in line with a more subdued outlook for the next 12 months, and increasingly more are ...

High-net-worth investors richer, optimistic

ANNABELLE DICKSON  |  MONDAY, 22 NOV 2021
... with $10 million to $70 million of assets rose by 10,000 to 28,000. These investors control 40% of assets held by HNW investors. HNW investors are also much more optimistic with 68% expecting the stock market to rise (up from 40% in 2020). One-fifth ...

HNWs change views on advice

ELIZABETH MCARTHUR  |  TUESDAY, 13 APR 2021
... changed their view of professional financial advice since the pandemic. Investment Trends found that there are 485,000 HNW investors in Australia as of September 2020, defined as those with over $1 million in investable assets outside their home, business ...

BetaShares targets HNW market with new role

ELIZA BAVIN  |  TUESDAY, 16 MAR 2021
... investor space to the role and help to build on the company's position in the Australian wholesale market. "Astute HNW investors are always looking for cutting-edge strategies and themes to build out their portfolios and using ETFs to achieve these goals ...

ESG bringing the family together

ANNABELLE DICKSON  |  TUESDAY, 24 NOV 2020
... accelerated the growing interest in sustainable investing," the report said. But overall, Barclays Private Bank said, HNW investors using sustainable investing in portfolios as well as unifying the family, can enable smarter succession so that family ...

Sydney boutique sharpens focus on HNWs

KANIKA SOOD  |  FRIDAY, 9 OCT 2020
... is owned by their families. Recent focus has been in the insto market but it's once again shifting focus to HNW investors. "From 2006 onwards, [our funds] were backed by large instos and there has been a hiatus on finding opportunities for HNW families. ...
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