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Showing 111 - 120 of 500 results for "high-net-worth"

Australian Unity appoints trustee GM

DARREN SNYDER  |  FRIDAY, 17 MAR 2017
... "Historically, these kinds of services have only been available to the wealthy, with most trustee companies focusing on high net worth families; however Australian Unity has recently launched Australian Unity Trustees, a trustee company that will offer ...

Instreet launches VC fund

KARREN VERGARA  |  TUESDAY, 14 MAR 2017
... potential to produce high levels of capital growth, but also have the highest risk and so is often attractive to high net worth investors." He added Instreet intends to launch a new fund quarterly due to ongoing opportunities in the current market.

Cooper Investors appoints EQT, hires retail lead

KARREN VERGARA  |  MONDAY, 13 MAR 2017
... distribution capability. Managing director Peter Cooper said: "There has been strong interest in our global funds among high net worth investors and their financial advisers, and in response we have taken steps to make it easier for them to invest in ...

Perpetual growing high net worth segment

KARREN VERGARA  |  THURSDAY, 23 FEB 2017
Perpetual's financial advisory arm for high net worth individuals, Perpetual Private, helped boost the company's profit in the six months to December. Perpetual Private posted profit before tax of $18.7 million, up 9% on the previous corresponding period. ...

BNY Mellon strengthens insto team

EMMA RAPAPORT  |  MONDAY, 20 FEB 2017
... director of institutional business, Australia. Gambi will focus on the institutional, corporate, government and ultra-high net worth segments, providing investment solutions from BNY Mellon's suite of investment boutiques. "We are delighted to have someone ...

Russell appoints senior analyst

EMMA RAPAPORT  |  TUESDAY, 7 FEB 2017
... significant step forward in terms of our multi-asset investing profile in the region among China-based institutional and high net worth clients, including pension plans, insurance companies, banks and independent fund distributors," he said.

La Trobe gains new ground on aged care

MICHELLE BALTAZAR  |  THURSDAY, 12 JAN 2017
Lending specialist La Trobe Financial gets a headstart in the aged care sector with a new product that has attracted more than $30 million since launch. A year ago, La Trobe launched a new retirement lending product unseen in the Australian market. ...

Russell signs deal with top China manager

ALEX BURKE  |  TUESDAY, 6 DEC 2016
... significant step forward in terms of our multi-asset investing profile in the region among China-based institutional and high net worth clients, including pension plans, insurance companies, banks and independent fund distributors." ChinaAMC chief executive ...

Netwealth partners for new private label

JAMIE WILLIAMSON  |  MONDAY, 5 DEC 2016
... efficient way to implement actionable investment insights across their total client base from small balance clients to high net worth clients looking for sophisticated investment outcomes," Heine said. Heine added that Netwealth is delighted to be Stanford ...

SMSFs encouraged to embrace fintech

DARREN SNYDER  |  FRIDAY, 25 NOV 2016
... demonstrate real value when servicing SMSF clients. Fintech presents an opportunity for advisers to provide SMSF and High Net Worth (HNW) clients with an alternative which can reduce or avoid these unnecessary fees and improve efficiency both for the ...