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Showing 111 - 120 of 518 results for "High net worth"

Business benefits of managed accounts mounting

JAMIE WILLIAMSON  |  THURSDAY, 19 OCT 2017
... to professional investment managers (46%). "Despite historic perceptions that managed accounts are the domain of high net worth (HNW) clients, advisers are increasingly seeing opportunities for managed accounts among their broader client base," Brinckley ...

Board changes at Crestone

KARREN VERGARA  |  TUESDAY, 17 OCT 2017
... advisory Clark Morgan remain as two executive directors. Chisholm said: "Crestone's significant client base of high net worth individuals, family offices and not-for-profit organisations is expected to grow significantly in 2018 as we build up our resources ...

Powerwrap names new chief executive

JAMIE WILLIAMSON  |  TUESDAY, 10 OCT 2017
... and their clients are moving away from bank-aligned licensees and platforms in search of something unique in the high net worth investor segment with the highest-level of customer service. "By bringing together the best in class technology, customer ...

CommSec and CFS combine tech strengths

JAMIE WILLIAMSON  |  MONDAY, 28 AUG 2017
... solution for advisers to complement our FirstChoice and FirstWrap platforms, while targeting the needs of advised high net worth clients and the SMSF market by supporting directly held assets and offering access to a broad range of asset types and a ...

Charter Hall launches new office fund

KARREN VERGARA  |  MONDAY, 21 AUG 2017
... Australia predominantly leased to government tenants, and is suitable for retail, self-managed super funds trustees and high net worth investors. A high proportion (more than 70%) of income is sourced from government tenants with a weighted average lease ...

Crestone appoints banking executive

EMMA RAPAPORT  |  MONDAY, 31 JUL 2017
... adding: "Crestone has demonstrated a capacity for maintaining the strong trust of its significant client base of high net worth individuals, family offices and not-for-profit organisations in Australia." "Crestone provides a valuable and distinctive ...

Grant Thornton appoints private wealth head

JAMIE WILLIAMSON  |  FRIDAY, 28 JUL 2017
... Draydon will be responsible for growing the offering, working to secure the firm standing as adviser of choice for high net worth investors, particularly families. Grant Thornton chief executive Greg Keith said the appointment marks a significant milestone ...

Boutique manager selects A-REIT and small-cap specialists

DARREN SNYDER  |  THURSDAY, 27 JUL 2017
... enhanced by the area's strategic position within Sydney," Paramor said. Folkestone has received commitments from high net worth investors and family offices to invest in the fund for $24.7 million, being the full amount to be raised by the fund.

Advice requires customisation: Research

KARREN VERGARA  |  WEDNESDAY, 26 JUL 2017
... 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 ...

Surge in adviser demand for managed accounts: Research

KARREN VERGARA  |  MONDAY, 24 JUL 2017
... 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 ...