Search Results | Showing 101 - 110 of 500 results for "high net worth" |
| | ... advisers should be at a point now where they're adapting their styles accordingly to clients that range from the high net worth to Generations X and Y. Kent added a good adviser has the skills to know how to read people and possessing emotional intelligence ... |
| | | ... sits in the industry, the figures show a "really significant movement" that's shifting managed accounts from a high net worth product to a broad retail product. Managed accounts are definitely not for the high net worth clients anymore, Blomfield said ... |
| | | ... customised. The bank's wealth management division caters to three main segments: emerging affluent, affluent and high net worth clients. Selva said affluent and high net worth clients still require a high degree of 'human touch' supported by a digital ... |
| | | ... portfolios, she added. For the fund providers, uXchange is a centralised way to access advisers typically servicing high net worth clients and self-managed super funds, Bernasconi noted. |
| | | ... Protection, Zurich's on-sale range includes its severity-based Active solution, and Sumo, which is an offering for high net worth customers. |
| | | ... and corporate banking, and financial services. He was most recently a National Australia Bank executive for ultra-high net worth clients for more than five years. Prior to that, he was a head of client management and delivery for Asia Pacific at J.P. ... |
| | | ... Alternative Investments managing director Kim Morison says the majority of investors in the Blue Sky Water Fund are high net worth individuals and self-managed super funds. The fund, which invests in water rights, has generated a 16.5% return net of ... |
| | | ... choices. But such tools will unlikely replace engagement with human advisers for institutional investors and ultra-high net worth individuals as these groups of investors, with large portfolios and potentially diverse and complex investment needs, are ... |
| | | ... income yield and growth in distributions driven by long leases with fixed rental growth," he said. Bennett added high net worth, self-managed super funds, investors in retail super and pension platforms and advised investors are continuing to show interest ... |
| | | ... Zealand. Simson Sanaphay, meanwhile, has joined the team as a senior investment strategist, focusing on Citi's high net worth investors. He has held numerous other positions at Citi since 2001, including roles in foreign exchange options and fixed income. ... |
|