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Showing 121 - 130 of 283 results for "HNW"

Alceon merges real estate unit

KARREN VERGARA  |  MONDAY, 12 APR 2021
Alceon Group is merging its real estate investments business with a boutique fund manager that will lift assets under management to $2.5 billion. Alceon and Freehold Investment Management will combine their real estate funds management businesses. The ...

BetaShares targets HNW market with new role

ELIZA BAVIN  |  TUESDAY, 16 MAR 2021
... the growth of the BetaShares business, and the Australian ETF industry as a whole. "We are thrilled to have Tony leading our HNW strategy. Globally, the HNW segment has been one of the largest adopters of ETFs due to their liquidity, transparency, delivery ...

HNW platform adds Europe ESG strategy

KANIKA SOOD  |  THURSDAY, 26 NOV 2020
Stropro is offering wholesale investors access to a Societe Generale indexed strategy that includes 43 companies expected to benefit from Europe's transition to cleaner energy. The unlisted strategy's holdings include Siemens, Schneider Electric, and ...

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 ...