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Showing 131 - 140 of 270 results for "HNW"

Regal teams up for new fund

KANIKA SOOD  |  MONDAY, 30 SEP 2019
... two established Royalty Stream Investments in 2011. "Resources royalties is an exciting asset class that has been used by HNW families in North America and in Australia," Regal chief executive Brendan O'Connor said. Regal is one of the seed investors ...

Priced out: Advice affordability at risk

ELIZABETH MCARTHUR  |  MONDAY, 9 SEP 2019
... decisions from MLC Wealth and AMP to restructure their advice offerings, with MLC Wealth consolidating its licensees while leaving HNW-focused Godfrey Pembroke untouched and AMP forcing many of its firms with smaller FUMs to merge or sell. "It's ...

Aussie millionaires are cashed up: Report

KARREN VERGARA  |  THURSDAY, 25 JUL 2019
A new report finds the majority of Australian millionaires are cautious investors and prefer to leave their wealth in cash rather than risk capital erosion. The 2019 State of Wealth Report, which is based on research conducted by Crestone Wealth Management ...

Private wealth firm grows footprint

JAMIE WILLIAMSON  |  WEDNESDAY, 24 JUL 2019
... financial advisers by Barron's this year. Duke was at Westpac for more than 14 years, working primarily in its private bank with HNW and super HNW clients. Integral Private Wealth was founded by Simon in 2015. Simon appeared in the Financial Standard ...

Aussie HNWIs slip down global rankings

KARREN VERGARA  |  WEDNESDAY, 10 JUL 2019
Australia's high-net-worth population slumped in the rankings of a global wealth study as millionaires shifted their portfolio to cash amid share market uncertainty. According to Capgemini's annual World Wealth Report, the number of Australian ...

Private wealth firm adds partner

KARREN VERGARA  |  THURSDAY, 4 JUL 2019
... the appointment aligns with Cardena's overall growth strategy that foresees an increasing demand for financial advice by HNW clients, families, business owners and senior corporate executives. Djani was named managing director of the practice in ...

Powerwrap makes a move on IPO

KANIKA SOOD  |  FRIDAY, 5 APR 2019
... liquidity," Powerwrap chief executive William Davidson told Financial Standard yesterday. Powerwrap focuses on sophisticated and HNW clients with the average client having about $1 million in assets. In total, it has $7 billion in funds under advice ...

Australian Unity creates new partnerships role

ELIZABETH MCARTHUR  |  THURSDAY, 21 MAR 2019
... and Sally will focus on both, as she builds and maintains relationships with lawyers, financial advisers, private bankers, HNW clients and associated organisations and family offices. "Sally will work closely with staff in the Trustees business - as ...

Younger HNWs splashing on art

KANIKA SOOD  |  WEDNESDAY, 13 MAR 2019
A new tribe of art collectors is emerging across the globe as younger high-net-worth individuals loosen their purse strings to buy more readily than the old guard, says a new UBS report. Millennials accounted for almost half of the total high end spending ...

HNW advice firm backs AfterPay rival

KANIKA SOOD  |  TUESDAY, 12 MAR 2019
A high-net worth advice and wealth firm has helped raise $30 million for a homegrown AfterPay rival, in a private debt opportunity for its clients. Escala Partners worked with corporate advisory firm Henslow to inject $30 million in debt and equity ...