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Showing 101 - 110 of 303 results for "Ultra"

Fiducian adds $38m FUA to network

KARREN VERGARA  |  FRIDAY, 8 OCT 2021
... investors can now access Fiducian's Growth Fund, India Fund, Property Securities Fund, Technology Fund, Balanced Fund and Ultra Growth Fund via the Consilium Wrap and MMC Wealth Administration platforms.

Focus acquires sixth advice firm

KARREN VERGARA  |  WEDNESDAY, 6 OCT 2021
... the Focus Financial Partners global network. MISSO Wealth Management is a self-licensed advice firm catering to high and ultra-high-net-worth clients. After signing a definitive agreement, it will become part of Focus' subsidiary Connectus Wealth ...

Multi-family office adds lead regional role

JAMIE WILLIAMSON  |  THURSDAY, 30 SEP 2021
... looks to take advantage of significant opportunities it sees in the region, citing predictions of a 39% growth in Asia's ultra-high-net-worth community in the next five years. It said the pending intergenerational wealth transfer is also a reason for ...

Crypto custodian coming to Australia

ELIZABETH MCARTHUR  |  TUESDAY, 28 SEP 2021
Cryptocurrency custody platform Shillings is gearing up to launch in Australia. Shillings said it expects to launch in Australia during the final quarter of 2021. The platform said it will use special private key shards, formed simultaneously and in ...

Boutique launches active hybrid ETF

ANNABELLE DICKSON  |  MONDAY, 20 SEP 2021
... hybrid bank securities. The fund is targeting a return of 3.5% to 4.5% per annum above the cash rate. "Against a backdrop of ultra-low interest rates, we are seeing increased demand from investors for sources of reliable, consistent income," portfolio ...

UHNWs see net zero as business opportunity

ELIZABETH MCARTHUR  |  THURSDAY, 16 SEP 2021
... change. It found that 70% see the global transition to net zero as "the greatest commercial opportunity of our age". The ultra-high-net-worths surveyed said they expected sustainable investments to constitute, on average, 47% of their portfolios in 2022 ...

Fiducian expands NZ footprint

JAMIE WILLIAMSON  |  WEDNESDAY, 8 SEP 2021
... will now have access to Fiducian's Growth Fund, India Fund, Property Securities Fund, Technology Fund, Balanced Fund and Ultra Growth Fund via the Consilium Wrap and MMC Wealth Administration platforms. "Bringing investment capabilities that have proven ...

SelfWealth reports 135% revenue increase

ELIZABETH MCARTHUR  |  FRIDAY, 20 AUG 2021
... it will focus on developing data and analytics to better understand customer behaviour. "The ongoing COVID-19 pandemic, ultra-low global interest rates and the continuing digitisation of investment markets have all contributed to an increase in the addressable ...

How wealthy families protect assets no matter what

ELIZABETH MCARTHUR  |  WEDNESDAY, 11 AUG 2021
... protecting family assets across generations. Respada is an invitation-only platform providing private market opportunities to ultra-high-net-worth individuals and families. The discussion was moderated by John McLeod, president and chief executive of ...

Goldman Sachs hires for family office offering

ELIZABETH MCARTHUR  |  WEDNESDAY, 4 AUG 2021
... planned private wealth offering in Australia. The firm is building a local private wealth team to serve family offices and ultra-high net worth individuals. Chris Kavanagh and Aaron Shirley have been appointed to lead private wealth management business ...