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Showing 91 - 100 of 303 results for "Ultra"

First Sentier adds to RI, sustainability team

CHLOE WALKER  |  WEDNESDAY, 16 MAR 2022
... strategy. Grant previously held the role of head of philanthropy at The Prince's Trust, where she managed relationships with ultra-high-net-worth donors, established the Prince's Trust in the US and created a new fundraising stream to engage with the ...

Direct indexing: The next evolution?

CHLOE WALKER  |  MONDAY, 7 MAR 2022
... to investors. "Traditionally, direct indexing has only been available to those who could afford it (in other words, the ultra-rich). However, two things have broadened the market for this strategy: the rise of commission- free trading and fractional ...

More UHNWIs than ever: Report

CHLOE WALKER  |  WEDNESDAY, 2 MAR 2022
The number of ultra-high-net-worth individuals worldwide climbed by almost 10% last year despite the ongoing pandemic, new Knight Frank research shows. The number of UHNWIs grew by 9.3% in 2021, with an additional 52,000 people entering the fold. North ...

Coterie invests in wealth platform

KARREN VERGARA  |  MONDAY, 28 FEB 2022
... manager and advisory firm, which is part of the Mantis Funds stable, has made the special purpose vehicle fund available to ultra-high-net-wealth and family office investors. Coterie acts as the investment manager of the fund; it will also join the board ...

ETF industry loses $5bn

JAMIE WILLIAMSON  |  MONDAY, 14 FEB 2022
... year. In terms of performance, the top three ETFs for the month were ETFS Physical Palladium with a return of 30.8%, ETFS Ultra Short Nasdaq 100 Hedge Fund (18%) and the BetaShares Crude Oil Index ETF - Currency Hedged (Synthetic) at 17.8%. The BetaShares ...

UBS acquires Wealthfront, opens multicultural division

JAMIE WILLIAMSON  |  THURSDAY, 27 JAN 2022
... growth potential. "Wealthfront complements our core business in the US providing wealth management to high-net-worth and ultra-high-net-worth investors through trusted relationships with financial advisors, and will enhance our long-term ambition to ...

CFP Board welcomes new chair

KARREN VERGARA  |  FRIDAY, 14 JAN 2022
... likes of Vanguard and 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 ...

Choice products not so choice: APRA

CHLOE WALKER, KARREN VERGARA  |  FRIDAY, 17 DEC 2021
... underperforming and many charge members high fees for no value. The prudential regulator calculated Fiducian Super's Ultra Growth Fund to be the most costly for members, charging a total fee of 2.98% based on a $50,000 balance. Members are not getting ...

ETF inflows reach $2.4bn

ANNABELLE DICKSON  |  TUESDAY, 9 NOV 2021
... outflows at $5.5 million. The top performing products over the month were ETF Securities' Hydrogen ETF (23.8%), ETF Securities' Ultra Long Nasdaq 100 Hedge Fund (18.4%), BetaShares Geared US Equity Fund Currency Hedged (15.0%), VanEck Vectors Global ...

Australia-first private equity ETF to launch

ELIZABETH MCARTHUR  |  TUESDAY, 9 NOV 2021
... long-term historical outperformance over public markets, yet traditionally it has only been accessible by institutional and ultra-high-net-worth investors," he said. "GPEQ changes that and allows all investors to participate in private equity investments ...