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Showing 111 - 120 of 270 results for "HNW"

ESG bringing the family together

ANNABELLE DICKSON  |  TUESDAY, 24 NOV 2020
... different generations with all involved looking to make a positive impact with their wealth," the report said. The majority of HNW individuals say that they have now adapted their investments to be more ethical with 80% of those under 40 years, 78% of ...

Sydney boutique sharpens focus on HNWs

KANIKA SOOD  |  FRIDAY, 9 OCT 2020
... Adam Geha. It is owned by their families. Recent focus has been in the insto market but it's once again shifting focus to HNW investors. "From 2006 onwards, [our funds] were backed by large instos and there has been a hiatus on finding opportunities ...

Melbourne boutique wins Crestone allocation

KANIKA SOOD  |  TUESDAY, 25 AUG 2020
... Melbourne boutique's real assets fund that targets 7-11% per year in returns while aiming for a measurable social impact. The HNW advice firm will use Conscious Investment Management's impact fund, which invests in property and infrastructure like specialist ...

Morgan Stanley duo establishes advice boutique

KANIKA SOOD  |  THURSDAY, 20 AUG 2020
Two former Morgan Stanley financial advisers have started a new private wealth firm focused on HNW and UHNW clients. Craig Emanuel and Tim Whybourne have worked together for 10 years, at UBS and more recently, Morgan Stanley Private Wealth Management. ...

Wealthy Aussies panic buy life insurance

ANNABELLE DICKSON  |  MONDAY, 17 AUG 2020
... den Hoevel said: "Panic buying does not end with food. In the face of growing concerns surrounding infections, Australian HNW investors are looking for ways to care for their families." Despite the panic buying, 96% of wealth managers agree that customers ...

Embattled AMP sees wealth earnings dive

ELIZA BAVIN  |  THURSDAY, 13 AUG 2020
... partnership, providing AMP Capital with access to about 80% of Japan's institutional investors and 14% of its retail and HNW investors. MUTB paid $425 million for the interest in December 2011 and AMP Capital is repurchasing it for $460 million. ...

Platforms reveal merger details

ANNABELLE DICKSON  |  FRIDAY, 31 JUL 2020
Powerwrap has released its target statement recommending its shareholders accept the off-market takeover offer moves forward with Praemium. The target statement prices Powerwrap at 29.75 cents per share based on a price of 44.50 cents per Praemium Share ...

Giselle Roux joins Melbourne boutique

KANIKA SOOD  |  FRIDAY, 24 JUL 2020
... Capital and Conscious are in discussions with various institutions, charities, not-for-profits and foundations along with HNW family offices and the wealth groups that service those investors." "It is something we are incredibly passionate about especially ...

Charter Hall makes $214m warehouse play

ALLY SELBY  |  FRIDAY, 17 JUL 2020
... acquisition pipeline, utilising the combined capacity of its suite of funds to secure properties not ordinarily available to retail, HNW and SMSF investors." DIF4 fund manager Miriam Patterson said the acquisition will support the fund's current dividend ...

US surpasses Asia Pacific for HNWI growth

ELIZABETH MCARTHUR  |  FRIDAY, 10 JUL 2020
For the first time in eight years, more high net worth individuals (HNWI) emerged in North America than in the Asia Pacific region. This is according to the World Wealth Report 2020, produced by Capgemini. HNWI wealth and population grew by almost 9% ...