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Showing 101 - 110 of 218 results for "HNW"

Family office invests in absolute return fund

KANIKA SOOD  |  MONDAY, 24 SEP 2018
... BMFA Group offers wealth management, estate planning, insurance, and capital funding and commercial loans to high-net-worth (HNW) executives, professionals and entrepreneurs in south-east Asia. It is an independent financial advisory company and was ...

How to retain HNW heirs as clients

KANIKA SOOD  |  MONDAY, 24 SEP 2018
... GlobalData. The GlobalData 2018 wealth manager survey asked wealth managers how they could minimise the risk of a next-generation HNW investor dumping them for a competitor. The most popular answer was to involve HNW heirs during estate planning. About ...

Perpetual reports $140m profit, investments business dips

KANIKA SOOD  |  THURSDAY, 30 AUG 2018
Perpetual has delivered a net profit after tax of $140 million for the financial year, as its private wealth and corporate trust units jumped in profits and the investments business dipped. The total NPAT is up 2% over FY17. Perpetual Investments profit ...

HNW advice firm adds new role

JAMIE WILLIAMSON  |  MONDAY, 27 AUG 2018
A former JP Morgan executive director joined a boutique private wealth firm in a newly-created role. Lipman Burgon & Partners has appointed Alex Pikoulas as portfolio manager within the firm's new investment Centre of Excellence. Bringing more than ...

Pengana hires distribution lead from NAB

KANIKA SOOD  |  THURSDAY, 19 JUL 2018
Pengana Capital Group has appointed a NAB strategic account manager to its distribution and marketing team in a newly-created role. Brett Guerin will be responsible for managing Pengana's relationships with large dealer groups and their associated ...

Aussie HNWI population grows: Capgemini

HARRISON WORLEY  |  THURSDAY, 21 JUN 2018
Latest research from digital consultant Capgemini shows Australia's high-net-worth individual (HNWI) population is growing, with more than 20,000 Aussies joining the fold in 2017. According to Capgemini's 2018 World Wealth Report, Australia's HNWI population ...

Agricultural asset manager promotes new fund

KANIKA SOOD  |  MONDAY, 18 JUN 2018
Growth Farms, the $440 million specialist agricultural asset manager, has launched a new trust-structure fund that will buy rent-generating agricultural properties. Its Australian Agricultural Lease Fund is looking for total investment up to $100 million ...

Citi launches currency product, targets HNW investors

DARREN SNYDER  |  MONDAY, 4 JUN 2018
Citi Australia is continuing its increased push into the local wealth management market, introducing a currency product targeted at globetrotting high-net-worth investors. The Global Currency Account is launching as a transaction account with the ability ...

Private debt attractive for instos: Sahota

KANIKA SOOD  |  FRIDAY, 18 MAY 2018
... the domain of the big four until recently, Sahota said at an investor forum on Wednesday. "As a result, institutional and HNW investors have traditionally found it difficult to get access to this market simply because Australian banks have acted as asset ...

Macquarie merges private wealth businesses

KANIKA SOOD  |  THURSDAY, 17 MAY 2018
... Group is consolidating its private bank and private wealth businesses to concentrate its growth strategy on high net-worth (HNW) clients, a move it expects to affect advisers. HNW clients are already the exclusive focus of Macquarie's private bank. They ...