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Showing 131 - 140 of 500 results for "high-net-worth"

Perpetual reports 8pc profit boost

ALEX BURKE  |  THURSDAY, 25 AUG 2016
... billion in funds under advice. Perpetual chief executive Geoff Lloyd said: "With a view to being Australia's premier high net worth advice business, we are pleased Perpetual Private has now delivered... positive flows and net new client growth, as well ...

Fitzpatricks adds new advice firm

DARREN SNYDER  |  MONDAY, 8 AUG 2016
... the new Fitzpatricks partner, entering with a commitment to continue long-term service to its small business and high net worth client base. Paradigm founder Daniel Etherington has worked in the financial services industry for more than 32 years and ...

Invesco bolsters sales team

KERRIE SYDEE  |  FRIDAY, 5 AUG 2016
... institutional marketplace." Invesco is an independent global investment management firm servicing retail, institutional and high net worth clients in more than 20 countries across the world. Listed on the New York Stock Exchange, Invesco managed US$779.6 ...

Walsh Bay Partners hires investment associate from First State Super

ALEX BURKE  |  WEDNESDAY, 27 JUL 2016
... Private Equity Association and an analyst at Credit Suisse. Walsh Bay Partners is a holistic advice firm targeted at high net worth clients and family offices, and was established in 2012. Former AXA chief investment officer for Australia and New Zealand ...

Magellan selects new reporting solution

DARREN SNYDER  |  TUESDAY, 12 JUL 2016
... ability to source data from any system." Magellan manages global equities and global infrastructure strategies for high net worth, retail and institutional investors. Magellan had funds under management of more than $42 billion as at 31 May 2016.

Aussie investors list operational alpha among top priorities

DARREN SNYDER  |  MONDAY, 11 JUL 2016
... starts to become a competitive advantage. If you want to raise capital, earn the trust of your asset owners or high net worth clients, you've got to show you're scalable."

FIIG appoints former Wallaby to senior QLD role

ALEX BURKE  |  WEDNESDAY, 22 JUN 2016
... firms. "We have a great opportunity to continue that growth as we push further into the professional services and high net worth sector."

Investec appoints new managing director

DARREN SNYDER  |  FRIDAY, 17 JUN 2016
... innovative mid-cap companies," Samios said. Investec Australia provides advice, capital and hedging products to high net worth, corporate and institutional clients; and invests in and manages real assets on behalf of third parties.

HNW investors value role of advisers

KERRIE SYDEE  |  MONDAY, 30 MAY 2016
... 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") and 1,267 high net worth investors aged 18 to 39 ("millennials") about their investment ...

Charter Hall launches second automotive trust

DARREN SNYDER  |  WEDNESDAY, 18 MAY 2016
... acquired at the fourth dealership in Mount Gravatt (QLD). Charter Hall expects equity commitments from retail, high net worth and self-managed superannuation fund investors. The trust will have an initial distribution of 7.25% for years one and two and ...