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Showing 21 - 30 of 37 results for "HNW investors"

Wealth transfer poses advice business risk

ALEX BURKE  |  FRIDAY, 28 APR 2017
... more than a half of HNW wealth is booked in discretionary mandates. While regional preferences vary, in general HNW investors reach out to advisers to save time and benefit from expertise of professionals they have been working with. Wealth managers ...

HNW investors value role of advisers

KERRIE SYDEE  |  MONDAY, 30 MAY 2016
The Legg Mason 2016 Global Investment Survey revealed that a growing number of Australians are seeking financial advice and place a considerable amount of trust in that advice. Legg Mason surveyed 4,103 high net worth investors aged from 40 to 75 ("investors") ...

Stockspot releases robo tool for HNW investors

ALEX BURKE  |  MONDAY, 21 MAR 2016
Stockspot has released a personalised automated investment portfolio service targeted at attracting high-net worth investors. The Stockspot Themes service allows "qualifying investors" to choose from 14 different investment themes which tie into Stockspot's ...

Advisers halt HNW slide

MARK SMITH  |  TUESDAY, 16 FEB 2016
... helm of the decision making process, whilst demonstrating expertise and sophistication." The number of Australian HNW investors was largely steady over the past year, with an estimated 440,000 individuals controlling investable assets over $1 million ...

Millionaire investors swell in 2014

LAURA MILLAN  |  MONDAY, 2 MAR 2015
... October 2014, the Investment Trends HNW Investor Report found. "This is the largest annual increase in the number of HNW investors we've seen in the past five years," Investment Trends analyst Irene Guiamatsia said. "Collectively, Australia's HNW investors ...

Wealthy investors bullish thanks to advice

MARK SMITH  |  THURSDAY, 11 SEP 2014
... investments continued to climb in August, settling at a level roughly equal to the six month high. "We know that HNW investors are significantly more likely to be taking expert advice, for example they are likely to be considering international managed ...

BT named 'Outstanding Institution' for HNW investors

JAMES FERNYHOUGH  |  FRIDAY, 20 JUN 2014
BT Financial Group has won a string of accolades for its private wealth business at the 2014 Australian Private Banking Awards held in Sydney last night. Most prominent among the five awards was 'Outstanding Institution' for high net worth (HNW) customers ...

High net worth assets grow to $1.4 trillion

JAMES FERNYHOUGH  |  WEDNESDAY, 19 MAR 2014
... family home, business and super, but including self-managed super funds (SMSFs). Regarding the investment habits of HNW investors, 2013 saw a shift away from cash and term deposits towards listed shares, with 32% of assets in direct shares compared with ...

SMSFs eye offshore assets

MARK SMITH  |  WEDNESDAY, 11 DEC 2013
... compared to 174 points for all active investors in the same period. This marks the highest level of the Index for HNW investors to date. The CGIII Report, produced each month by Investment Trends, collates the views of over 700 actively engaged investors. ...

More Asian HNWs enlisting private banks

MARK SMITH  |  WEDNESDAY, 12 JUN 2013
... managed their own investments, there was a developing trend to seek the services of private banks. Only 10% of Asian HNW investors currently use a private bank but 15% of East & Partners sample said they intended to do so. Meanwhile the survey showed ...