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Showing 121 - 130 of 270 results for "HNW"

New private trades platform for family offices

KANIKA SOOD  |  WEDNESDAY, 10 JUN 2020
Hedge fund billionaire Paul Tudor Jones backed Clearlist Holdings is partnering with ShareNett Holdings todevelop a platform for family offices to transact in private markets securities. Sharenett, which is a network of over 400 family offices and ultra-high-net-worths ...

Pendal appoints new head of HNW distribution

KANIKA SOOD  |  MONDAY, 4 MAY 2020
... Sydney for four years. ln his new role, Hopperton will look after Pendal Group's sales and relationship management for the HNW channel, including family offices. He started on April 20. Lee has about 20 years of experience, including, seven at Macquarie ...

ATO cracks down on HNWs

ELIZA BAVIN  |  THURSDAY, 12 MAR 2020
The Australian Taxation Office has announced it will be expanding its Tax Avoidance Taskforce and introducing a new program targeting high wealth private groups. The ATO said in the 2016-17 financial year high wealth individuals and groups avoided paying ...

Property manager hires super fund head

ALLY SELBY  |  TUESDAY, 4 FEB 2020
... investments available to our direct platform which has more than 20,000 retail, self-managed super fund (SMSF), high net worth (HNW) and family office customers. Charter Hall Direct chief executive Steven Bennett said the appointment would provide diverse ...

Infrastructure boutique hires former Hastings director

KANIKA SOOD  |  WEDNESDAY, 29 JAN 2020
Nicole Connolly's Infrastructure Partners Investment Fund has appointed a former Hastings director as its head of portfolio construction and research. Kurt Lemke is joining IPIF after working as Hastings Funds Management's group director for ...

Netwealth to tap growing HNW demand

HARRISON WORLEY  |  FRIDAY, 24 JAN 2020
Netwealth is looking to take advantage of growing demand among high net-worth and private wealth investors for sophisticated platform offerings, with plans afoot for the launch of a premium product within months. The $28 billion platform is set to launch ...

Revolution Asset Management launches second fund

KANIKA SOOD  |  THURSDAY, 16 JAN 2020
Bob Sahota's private debt boutique has raised $100 million for its second fund with a Sydney superannuation fund onboard again as an investor. The Revolution Private Debt Fund II follows the boutique's inaugural fund which raised $200 million ...

Stanford Brown acquires Sydney advice firm

KANIKA SOOD  |  WEDNESDAY, 4 DEC 2019
... book and details of the sale. In October, Hoyle said the firm is looking to add accounting as it sees a greater demand from HNW clients to get their accounting and advice needs met by the same providers. This morning, he said Stanford Brown will continue ...

High net worths want more: Research

HARRISON WORLEY  |  FRIDAY, 8 NOV 2019
... looking for more from their wealth advisers, including broader access to alternatives. The 2019 Powerwrap and Investment Trends HNW Investor Report shows 58% of HNWs have unmet advice needs, an increase of four percentage points on last year's results. ...

Crestone profits boosted by clients

ELIZA BAVIN  |  THURSDAY, 31 OCT 2019
... business that delivers superior client-centric advice to preserve and enhance the wealth of multi-generational high net worth (HNW) and ultra-high net worth (UHNW) clients," Chisholm said. "Earlier this year, we commissioned the Crestone 2019 State of ...