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Showing 111 - 120 of 283 results for "HNW"

HNW advice firm joins William Buck

KARREN VERGARA  |  TUESDAY, 2 NOV 2021
A high-net-worth financial advice firm formerly licensed by Hillross Financial Services has merged with William Buck. Brisbane-based Hillross Montefiore & Co. operated under the banner of William Buck as of yesterday. Director and private client adviser ...

New equities fund at Australian Ethical

JAMIE WILLIAMSON  |  FRIDAY, 15 OCT 2021
... an actively managed and resilient portfolio of mid and larger capitalisation stocks. "It also offers a robust solution to HNW, charitable investors and institutional investors looking for an actively managed fund focused on the ASX 300," he said. "We ...

HNW advice firm opens to retail investors

KARREN VERGARA  |  TUESDAY, 5 OCT 2021
A high-net-worth advice firm opened its doors to retail clients, launching four investment options for entry level investors who want to build their wealth. Hamilton Wealth Partners has launched HWP invest, available to investors with a minimum of $10,000. ...

Totus hires from Winton

KANIKA SOOD  |  WEDNESDAY, 15 SEP 2021
... and developing client relationships for the Totus Alpha Strategy. She will work across the intermediary, wealth management, HNW and family office space channels. Pearce reports to Totus Capital's founder and managing partner Ben McGarry. She was most ...

Fisher Investments launches local HNW offering

ELIZABETH MCARTHUR  |  THURSDAY, 3 JUN 2021
Fisher Investments will start offering investment management services to high-net-worth private clients via its local subsidiary. The subsidiary, Fisher Investments Australasia, has served institutional clients in the region since 2013 - but this is ...

Rich investors not worried about low rates: Citi

KANIKA SOOD  |  WEDNESDAY, 26 MAY 2021
New research from Citi says Australian high-net-worth investors are optimistic despite low interest rates. The research shows only 1% of HNWs were negative about the economic outlook, while 49% were positive and 40% were neutral. More than half (54%) ...

New India fund eyes HNWs

KARREN VERGARA  |  TUESDAY, 11 MAY 2021
A new fund focusing on five key thematics across publicly listed companies in India will launch to high-net-worth investors. India Avenue Investment Management will launch India 2030 in the third quarter of this year, a high conviction, actively managed ...

Crestone expands national footprint

ELIZABETH MCARTHUR  |  TUESDAY, 4 MAY 2021
... - warranting the establishment of an on-the-ground practice. "Our entrance into SA presents dual opportunity. Firstly, for HNW and UHNW individuals based in SA, Crestone can provide access to a broader set of global diversified investment opportunities ...

Hostplus, HNWs back CSIRO fund

ANNABELLE DICKSON  |  TUESDAY, 27 APR 2021
Main Sequence, a deep tech investment fund founded by CSIRO, has raised $250 million from investors such as Hostplus and Temasek to solve the world's problems in health, food, space and industrial productivity. Main Sequence's second fund aims to solve ...

HNWs change views on advice

ELIZABETH MCARTHUR  |  TUESDAY, 13 APR 2021
... have changed their view of professional financial advice since the pandemic. Investment Trends found that there are 485,000 HNW investors in Australia as of September 2020, defined as those with over $1 million in investable assets outside their home ...