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Showing 131 - 140 of 219 results for "HNW"

AZ NGA snaps up eighteenth firm

KERRIE SYDEE  |  FRIDAY, 4 NOV 2016
... objective to consolidate high quality Australian financial practices providing wealth management services to Australian retail, HNW and institutional clients. In a statement Barrett said AZ NGA was working to establish a 'Next Generation Eco-system' ...

Asia-Pacific leads global HNW population and wealth

KERRIE SYDEE  |  FRIDAY, 14 OCT 2016
The Asia-Pacific region is now the leading region for high net worth individuals (HNWI) wealth, according to the 2016 Capgemini Asia-Pacific Wealth Report. In 2015 Asia-Pacific HNWI wealth grew by 9.9% to US$17.4 trillion, a growth rate 5.8 times the ...

Local hedge funds fighting for insto attention

ALEX BURKE  |  MONDAY, 22 AUG 2016
... hedge funds, who are still contending with the "differing requirements of sovereign wealth, superannuation, offshore pension, HNW, family office and retail client bases." This is compounded by additional "institutional grade" requirements since the GFC ...

Investec takes stake in HNW investment intermediary

ALEX BURKE  |  THURSDAY, 23 JUN 2016
Investec has taken a substantial stake in an intermediary service that connects high-net worth investors with emerging companies. Following the new investment, Investec is now one of the largest shareholders in Wholesale Investor, which was founded ...

HNW investors value role of advisers

KERRIE SYDEE  |  MONDAY, 30 MAY 2016
The Legg Mason 2016 Global Investment Survey revealed that a growing number of Australians are seeking financial advice and place a considerable amount of trust in that advice. Legg Mason surveyed 4,103 high net worth investors aged from 40 to 75 ("investors") ...

Stockspot releases robo tool for HNW investors

ALEX BURKE  |  MONDAY, 21 MAR 2016
Stockspot has released a personalised automated investment portfolio service targeted at attracting high-net worth investors. The Stockspot Themes service allows "qualifying investors" to choose from 14 different investment themes which tie into Stockspot's ...

SMAs driving growth at fund manager Altair

MICHELLE BALTAZAR  |  MONDAY, 7 MAR 2016
... at Centric Wealth. Among Altair's clients outside of dealer groups are Australian-based family offices and high-net worth (HNW) investors. A growing band of fund managers are starting to provide SMA versions of their unit trust products as more adviser ...

HNWIs foresee bullish 2016

ALEX BURKE  |  SATURDAY, 20 FEB 2016
The majority of high-net-worth investors intend to use more of their cash reserves in 2016, according to research by deVere Group. The deVere research is based on a survey of 767 investors worldwide with investable assets of more than $2 million; of ...

Advisers halt HNW slide

MARK SMITH  |  TUESDAY, 16 FEB 2016
... them at the helm of the decision making process, whilst demonstrating expertise and sophistication." The number of Australian HNW investors was largely steady over the past year, with an estimated 440,000 individuals controlling investable assets over ...

Limited AFSLs like "part-time surgeons"

ALEX BURKE  |  THURSDAY, 14 JAN 2016
... how mistakes are made when you do something half-hearted." Birt noted his views were shared by certain advice firms, such as HNW planning, who will only be accepting transitioning accountants with full AFSLs. He added, "When licensing of accountants ...