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Showing 91 - 100 of 518 results for "High net worth"

Wealth firm trims Aussie shares

KANIKA SOOD | FRIDAY, 14 JUN 2019

... Australian shares as it takes a bearish view on midcaps. Hamilton Wealth Management advises on about $500 million for high net worth clients. It took the decision to pull out 4% of this that was invested in midcaps. "We feel that the market is in its ...

Netwealth opens new office, grows team

ELIZABETH MCARTHUR | MONDAY, 29 APR 2019

... managed account solutions to investors and financial intermediaries including financial advisers, private clients and high net worth firms.

L1 eyes $70m for UK property fund

KANIKA SOOD | THURSDAY, 11 APR 2019

... by Brexit. The raise is slated for a June 30 close. The investors are expected to be financial planning groups, high net worth individuals and family offices. This is the third fund to be raised from the joint venture. L1 Capital raised $65 million for ...

Crestone builds investment team

KANIKA SOOD | TUESDAY, 9 APR 2019

... offshore. This approach to investing and manager selection allows Crestone to meet the growing expectations of our high net worth clients, who are increasingly demanding an institutional investor level of service and quality."

Escala bought by growing US firm

JAMIE WILLIAMSON | THURSDAY, 21 FEB 2019

... Partners has entered into a definitive agreement to acquire Escala, with the deal seeing Focus' presence in the ultra-high net worth space grow. Escala chief executive Pep Perry said the firm's main goal is to provide clients with the best wealth management ...

Boutique shuts down fund

KANIKA SOOD | WEDNESDAY, 16 JAN 2019

... managing other people's money," Carley told Financial Standard. The closure leaves Premier AM with $28 million of high net worth investor money in funds under management. In August last year, Premier said it would terminate the fund at November end ...

Asset manager consolidation top of mind for HNWIs

DARREN SNYDER | WEDNESDAY, 28 NOV 2018

More than 95% of high net worth individuals in Asia Pacific (excluding Japan) are prepared to consolidate assets with their primary wealth manager, provided there's a strong connection. But it's less likely in Australia. The number dips to 73% ...

You got me at like: Advisers tap social to retain clients

MICHELLE BALTAZAR | THURSDAY, 11 OCT 2018

... is a well-established channel for Gen-X investors. Social media outfit Hearsay said that in 2017, a high 80% of high net worth investors (HNW) age 40 years and under are specially reliant on social for finance-related content. More than a third of them ...

ASIC provides guidance on Asia Funds Passport

KARREN VERGARA | WEDNESDAY, 1 AUG 2018

... integration with the region. "It will provide Australian fund managers with access to Asia's expanding middle class and high net worth individuals, by allowing them to offer their products into the region without having to go through duplicative approval ...

Franklin Templeton appoints managing director

KANIKA SOOD | WEDNESDAY, 18 JUL 2018

... performance and tailored to client needs. "We see strong demand in solutions products from both Asian institutions and high net worth individuals, for more goals-based investment strategies including balanced products, target date and target risk funds ...

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Australian Unity to shed 195 roles

MATTHEW WAI

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

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