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Showing 141 - 150 of 518 results for "High-Net-Worth"

Boutique advice firm joins Fortnum

KERRIE SYDEE  |  FRIDAY, 4 NOV 2016
... joined Fortnum as the firm positions itself to continue delivering professional advice and best-of-breed services to high net worth individuals and families. "We considered all our options, including applying for our own AFSL, and conducted an extensive ...

ETFs to reach $6 trillion by 2020

DARREN SNYDER  |  FRIDAY, 4 NOV 2016
... investment is continuing to dominate the Australian ETF market and the sector is expected to gain further traction among high net worth and mass affluent investors. This is one of the key takeaways from the fourth annual EY global ETF survey which interviewed ...

Findex brings family office to the masses

ALEX BURKE  |  THURSDAY, 20 OCT 2016
... data from each part of a family-run business. Findex chief executive Spiro Paule elaborated: "In the past, only high net worth individuals and businesses had access to Family Office-style services. "After building a company with more than 1,800 advisers ...

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 ...

Top boutique in first push for new investors

MARK SMITH  |  FRIDAY, 30 SEP 2016
... Management, is looking to partner with family offices and independent financial advisers in a bid to attract long-term high net worth investors. From inception in August 2012 to the end of August 2016, the firm's Opportunities fund has returned an impressive ...

Pitcher Partners enters into joint venture

ALEX BURKE  |  MONDAY, 12 SEP 2016
... Sydney Insurance Services, will provide specialist protection solutions to meet the bespoke insurance needs of high net worth clients and business owners. "Contrary to many of the advertisements that proclaim insurance can be purchased online or over ...

Powerwrap launches SMA service

MARK SMITH  |  THURSDAY, 8 SEP 2016
... investment management without the embedded capital gains tax associated with managed funds. Historically reserved for high net worth individuals with access to minimum investments of $500,000 or more, improved technology has meant SMAs are now more affordable ...

First clean energy seed fund launched

KERRIE SYDEE  |  MONDAY, 5 SEP 2016
... to 50 startups over its four to five year investment period. The fund hopes to attract corporate, institutional, high net worth and impact investors looking to gain diversified exposure to Australian clean energy startups. Artesian managing partner Jeremy ...

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 ...