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Showing 121 - 130 of 518 results for "High net worth"

Digital revamp for Citi wealth arm

KARREN VERGARA  |  WEDNESDAY, 19 JUL 2017
... customised. The bank's wealth management division caters to three main segments: emerging affluent, affluent and high net worth clients. Selva said affluent and high net worth clients still require a high degree of 'human touch' supported by a digital ...

Managed funds platform launches

KARREN VERGARA  |  TUESDAY, 20 JUN 2017
... portfolios, she added. For the fund providers, uXchange is a centralised way to access advisers typically servicing high net worth clients and self-managed super funds, Bernasconi noted.

Zurich revamps life insurance products

KARREN VERGARA  |  TUESDAY, 30 MAY 2017
... Protection, Zurich's on-sale range includes its severity-based Active solution, and Sumo, which is an offering for high net worth customers.

Myer Family lures NAB executive

KARREN VERGARA  |  TUESDAY, 16 MAY 2017
... and corporate banking, and financial services. He was most recently a National Australia Bank executive for ultra-high net worth clients for more than five years. Prior to that, he was a head of client management and delivery for Asia Pacific at J.P. ...

Water investing makes a splash

KARREN VERGARA  |  MONDAY, 15 MAY 2017
... Alternative Investments managing director Kim Morison says the majority of investors in the Blue Sky Water Fund are high net worth individuals and self-managed super funds. The fund, which invests in water rights, has generated a 16.5% return net of ...

CFA considers AI, robo-advice in exams

KARREN VERGARA  |  THURSDAY, 4 MAY 2017
... choices. But such tools will unlikely replace engagement with human advisers for institutional investors and ultra-high net worth individuals as these groups of investors, with large portfolios and potentially diverse and complex investment needs, are ...

Charter Hall fund debuts on multiple platforms

KARREN VERGARA  |  THURSDAY, 30 MAR 2017
... income yield and growth in distributions driven by long leases with fixed rental growth," he said. Bennett added high net worth, self-managed super funds, investors in retail super and pension platforms and advised investors are continuing to show interest ...

Citi boosts wealth team

ALEX BURKE  |  FRIDAY, 24 MAR 2017
... Zealand. Simson Sanaphay, meanwhile, has joined the team as a senior investment strategist, focusing on Citi's high net worth investors. He has held numerous other positions at Citi since 2001, including roles in foreign exchange options and fixed income. ...

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.