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Showing 91 - 100 of 102 results for "High-net-worth investors"

DFS fee model a winner

... accounting firm Deloitte five years ago, has adopted a fee-for-service model that is proving a hit with high net worth investors. The group inherited the proprietary 'fee matrix' created by Deloitte, which sees them billing clients in the same way doctors ...

Philanthropy takes centre stage: Trust

... One of the misconceptions about setting up charity funds, especially PPFs, is that it is suitable for high net worth investors only. "That's not the case at all. You can have an accumulation plan and get the tax effectiveness by spreading the funds over ...

FIIG raises $3.5m for next phase of growth

... the group raised the funds through convertible preference shares offered to staff and a select group of high net worth investors. "The capital raising by The Driven Group has provided the employees of FIIG, Diverseport and Driven with the opportunity ...

Investec measures value of advice

... giant Investec. The group's local private advisory arm specialises in providing financial advice for high net worth investors or those with investable assets of between $2 million to $20 million. Michelle Baltazar

Magnitude opens up to private wealth

... opening of its Magnitude Private Wealth practice in Melbourne, set to be the first of many that will serve high net worth investors. The new practice starts with around $250 million in funds under administration (FUA) and is headed by advisers Ralph ...

Investment banks and structured providers move into lending

... means we raise our own capital [for lending] and we lend our own money too," Jammal added. Targeting high net worth investors and young professionals comfortable with using alternative finance sources, LIFT's loan book has grown to $130 million in less ...

Boutiques to flourish in growing super pool

... array of products or diversify revenue streams, allowing them instead to concentrate on their strengths." High net worth investors also find boutiques attractive because of their typically low fee structures. "The avoidance of large marketing teams and ...

Russell offers multi-manager funds to retail market

... institutional quality multi-manager funds specifically targeted towards financial advisers and direct high net worth investors. The new offering, called the Russell Private Investment Series, encompasses five ready-made diversified funds along with several ...

James Fielding awarded two industry super fund mandates

... forestry. A feeder fund, The James Fielding Sustainable Equity Fund, also allows superannuation funds and high net worth investors access to investing in ASIF on a discretionary based.

Macquarie plans for end of financial year

... per cent. Concessions on the tax treatment of capital gains also apply and the investment is suited to high net worth investors. The reFleXion Trusts is a registered investment scheme teamed up with Merrill Lynch to provide retail investors exposure ...