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Showing 141 - 150 of 500 results for "High Net Worth"

SILC Group appoints new exec director

KERRIE SYDEE  |  FRIDAY, 6 MAY 2016
... providing a range of portfolio construction, funds management and investment advisory services to institutional and high net worth clients. Russo joins The SILC Group from Russell Investments where he was director of alternative investment consulting ...

Robo-advice to impact not replace: CFA

KERRIE SYDEE  |  THURSDAY, 28 APR 2016
... product choices. Respondents found it unlikely that robo-advice would replace engagement with financial advisers for high net worth and ultra-high net worth individuals, deeming their need for tailored financial advice too complicated for standardised ...

New JBWere chairman named

KERRIE SYDEE  |  FRIDAY, 22 APR 2016
... in financial services," Hagger said. "We know there is real desire for expert wealth management advice amongst high net worth clients, but this market is largely underserviced." Hagger joined NAB in 2008 to lead the Private & Institutional Wealth business ...

Former CFP GM joins industry super fund

DARREN SNYDER  |  FRIDAY, 15 APR 2016
... has held senior roles with Bank of Scotland Investment Service across their corporate, private banking and ultra-high net worth segments. During his time at CBA, Mitchell was a senior financial planner and the executive manager for the business wealth ...

Aussie agtech the focus for US fund

DARREN SNYDER  |  THURSDAY, 14 APR 2016
... technology. The Finistere Ventures II fund is targeting Australian institutional investors, family offices and high net worth individuals, as well as food and agriculture companies. The fundraising is expected to be completed by July. Finistere Ventures ...

DeVere chief defends Panama privacy

ALEX BURKE  |  FRIDAY, 8 APR 2016
... and/or social unrest. "For instance, there is a real and present danger of kidnap in some parts of Latin America for high net worth individuals and their loved ones who keep their wealth 'onshore'. As such, there is a place and a need for financial privacy ...

Advisers halt HNW slide

MARK SMITH  |  TUESDAY, 16 FEB 2016
There are signs that advisers have recovered from last year's slide in the number of high net worth investors (HNWs) using their services. According to a recent Investment Trends survey of around 3000 HNWs with a combined $11.5 billion in investible ...

Legg Mason makes three acquisitions

DARREN SNYDER  |  THURSDAY, 28 JAN 2016
... will have a "diverse offering of proprietary investment products with a significant number of institutional and high net worth investors." As a result of the combination Legg Mason will own 65% of the new entity, branded EnTrustPermal, with 35% being ...

OneVentures seeks super fund investment

DARREN SNYDER  |  THURSDAY, 17 DEC 2015
... second fund after reaching the $100 million target in committed capital. So far it has received strong backing from high net worth and family office investors. OneVentures said an extension would enable the firm's offering to be considered by the super ...

Perpetual acquires private wealth firm

LAURA MILLAN  |  FRIDAY, 11 DEC 2015
... our ability to offer the breadth of our services across accounting, tax, estate planning and financial advice to high net worth clients. It also maximises the strengths we have in our business and allows us to deepen our offer to the medical sector," ...

Editor's Choice

Australian Retirement Trust people chief to depart

ELIZABETH FRY
Australian Retirement Trust has confirmed the departure of chief people officer Helen Jackson, who will leave at the end of the financial year.

SSGA loses $2.4bn in two months

KARREN VERGARA
State Street Global Advisors (SSGA) suffered $2.4 billion in net outflows over the last two months of 2023, the majority of which hit its Australian and international equities products.

AFCA seeks industry feedback on approaches

ELIZA BAVIN
The financial complaints authority is asking the industry for feedback on how it approaches issues and reaches decisions.

Apex, ACA partner to broaden client services

ANDREW MCKEAN
Apex Group and ACA Group have formed a partnership to offer their clients a wider range of services.

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