Search Results | Showing 1 - 10 of 37 results for "HNW investors" |
| | ... 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 ... |
| | | ... 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 ... |
| | | ... 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 ... |
| | | ... 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 ... |
| | | ... 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 ... |
| | | ... 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 ... |
| | | ... 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 ... |
| | | ... 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 ... |
| | | ... 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 ... |
| | | ... 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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