Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 91 - 100 of 283 results for "HNW"

LGT Crestone brings VC offering to local HNWs

CHLOE WALKER  |  THURSDAY, 8 DEC 2022
In partnering with StepStone Private Wealth, LGT Crestone is providing one of the first open-ended venture capital (VC) funds of its kind for Australian high-net-worth investors. The StepStone Private Venture and Growth Fund, known as SPRING, is already ...

MA Financial secures $70m for property fund

CASSANDRA BALDINI  |  MONDAY, 5 DEC 2022
MA Financial has raised $70 million for its MA Allendale Square Fund. The Perth office tower gained interest from high-net-worth investors (HNWI) across the firm's domestic and international client bases. The financial services firm explained it was ...

HNWs recalibrate investment goals: Report

CHLOE WALKER  |  THURSDAY, 1 DEC 2022
... Specifically, 37% 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 ...

Millionaires worry about retirement

CASSANDRA BALDINI  |  FRIDAY, 21 OCT 2022
According to new research, 35% of millionaires believe it will take a miracle to retire securely. Natixis Investment Managers released The Million Dollar Question report which evaluates retirement sentiment among high-net-worth (HNWI) investors. It ...

HNWs shunning professional advice: Research

CHLOE WALKER  |  TUESDAY, 20 SEP 2022
When it comes to financial planning, a growing number of high-net-worth (HNW) individuals are opting to DIY, according to new research collated by Investment Trends and sponsored by Praemium. The research, which involved polling 7500 investors, found ...

Schroders names head of private wealth

CHLOE WALKER  |  MONDAY, 5 SEP 2022
... Centennial Property Group, where she was the director of private wealth since 2019. At Centennial, she focused on high-net worth (HNW) and family office clients across product offerings, marketing, investor relations and registry. Prior to Centennial ...

Wealth industry on the cusp of evolution: Report

CASSANDRA BALDINI  |  TUESDAY, 28 JUN 2022
... over a decade many wealth managers have put their growth focus on the ultra-high-net-worth (UHNW) and higher-high-net-worth (HNW) segments, thus not prioritising less wealthy clients," the report stated. "In their home markets, wealth managers also had ...

US firm backs Koda Capital

JAMIE WILLIAMSON  |  THURSDAY, 12 MAY 2022
... strategy that will see Koda Capital make its own acquisitions. Emigrant Partners is now a minority strategic investor in the HNW firm, adding Koda Capital to its portfolio of more than 18 firms in which it holds non-voting interests. Emigrant Partners ...

Integrated Portfolio Solutions offers Private Markets solution

JAMIE WILLIAMSON  |  TUESDAY, 10 MAY 2022
Integrated Portfolio Solutions is expanding its suite of solutions, launching a new Private Markets offering. IPS will partner with product manufacturers and investment experts across a range of alternative assets classes to provide investment advisers ...

Pallas Capital strengthens distribution team

CHLOE WALKER  |  THURSDAY, 28 APR 2022
... the present day, Pallas Group's headcount has grown by almost 300%," Spring said. "Whilst we remain focused on building our HNW client business, this year will see a greater focus on growing our market share in the wealth planning and institutional space." ...