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Showing 1 - 10 of 116 results for "High-net-worth individuals"

Family office invests $200m with Regal

JAMIE WILLIAMSON  |  MONDAY, 30 JAN 2023
... opportunities. "We are seeing increasing interest in private credit from Australian family offices, high net worth individuals and institutions as investors search for ways to diversify their alternatives exposure," Regal chief executive Brendan O'Connor ...

Regal Funds Management launches private credit capability

CASSANDRA BALDINI  |  TUESDAY, 23 AUG 2022
... investment capabilities across the Regal Partners group for institutional investors, family offices and high net worth individuals," concludes O'Connor.

CFP Board welcomes new chair

KARREN VERGARA  |  FRIDAY, 14 JAN 2022
... Dimensional Fund Advisors across relationship management and adviser services roles, working alongside ultra-high net worth individuals, endowments and foundations. "Equipped with our new strategic priorities, 2022 will be an exciting year for CFP Board. ...

Goldman Sachs hires for family office offering

ELIZABETH MCARTHUR  |  WEDNESDAY, 4 AUG 2021
... offering in Australia. The firm is building a local private wealth team to serve family offices and ultra-high net worth individuals. Chris Kavanagh and Aaron Shirley have been appointed to lead private wealth management business for Goldman Sachs in ...

CBA private office head joins Mutual Trust

ANNABELLE DICKSON  |  MONDAY, 7 DEC 2020
... management in Germany. In his new role, Haase will be responsible for delivering client experience to high net worth individuals and families across New South Wales. Mutual Trust chief executive Phil Harkness said the appointment comes from increased ...

US wealth manager acquires three Aussie firms

ELIZABETH MCARTHUR  |  THURSDAY, 3 DEC 2020
... a wealth management firm headquartered in Caulfield North in Victoria. It caters to ultra-high and high net worth individuals and offers family office services. "Taking advantage of Connectus' strategic resources, while leveraging the shared infrastructure ...

HESTA partners with Australian Unity

ELIZABETH MCARTHUR  |  TUESDAY, 1 DEC 2020
... assets classes. The sources of investment for these opportunities have come mainly from family offices, high net worth individuals and institutional investors, but this raising by Australian Unity can also be accessed by retail investors." "Bringing ...

Former Christian Super investments chief in new role

ELIZABETH MCARTHUR  |  MONDAY, 28 SEP 2020
... New Zealand and provides wealth management advisory services to wholesale investor clients including high net worth individuals, family offices, select not-for-profit foundations and trusts. Paua chief executive and founder Donna Nicolof welcomed Macready ...

Advice too expensive, hard to access: FPA

ALLY SELBY  |  WEDNESDAY, 16 SEP 2020
... Clitheroe noted that current frameworks restrict advisers to only be able to offer their services to high net worth individuals or those who can afford advice. "That satisfies [roughly] the top 10 or 20% of the population of Australia," he said. "What ...

US surpasses Asia Pacific for HNWI growth

ELIZABETH MCARTHUR  |  FRIDAY, 10 JUL 2020
For the first time in eight years, more high net worth individuals (HNWI) emerged in North America than in the Asia Pacific region. This is according to the World Wealth Report 2020, produced by Capgemini. HNWI wealth and population grew by almost 9% ...
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