Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 151 - 160 of 283 results for "HNW"

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 ...

Why this HNW adviser avoids hedge funds

KANIKA SOOD  |  TUESDAY, 5 MAR 2019
A prominent high-net-worth financial adviser is aiming to have 7-10% of his clients' portfolios in alternatives as the markets mature but he's eschewing hedge funds and picking private assets instead. Charlie Viola is a partner at Pitcher Partners where ...

Financial advisers evolving as wealth managers: Report

KARREN VERGARA  |  MONDAY, 4 MAR 2019
Financial planners are increasingly repositioning themselves as asset allocators instead of stock pickers, according to Investment Trends. The research firm's survey of nearly 1000 financial planners and stockbrokers found about one in four (25%) ...

Infrastructure fund plans SMSF raise

KANIKA SOOD  |  MONDAY, 25 FEB 2019
A fund that gives SMSFs and HNWs exposure to unlisted infrastructure assets like airports and toll roads is planning to raise $50 million in March. Former Telstra Super head of alternatives Nicole Connolly's Infrastructure Partners Investment Fund ...

Family office backs new boutique

KANIKA SOOD  |  TUESDAY, 19 FEB 2019
Three founding members of Macquarie's Asian listed equities division are set to launch a boutique with the backing of a prominent family office. Sam Le Cornu, who was Macquarie's Asian listed equities business' co-head, executive director and head of ...

HNWs to embrace alternatives in 2019: Fund manager

JAMIE WILLIAMSON  |  FRIDAY, 1 FEB 2019
A boutique investment firm plans to allocate much of the $175 million it raised in 2018 to alternatives, anticipating family offices and private wealth advisers will increasingly do the same. Spire Capital raised $175 million in aggregate for three ...

Clime names distribution and private wealth lead

KARREN VERGARA  |  WEDNESDAY, 30 JAN 2019
... solutions." Clime officially launched into the high-net-worth advice market in 2018 to offer tailored financial advice for HNW and sophisticated investor clients within its subsidiary Clime Private Wealth. It also works with self-managed super funds ...

ASIC cracks down on non-compliant AFSL

JAMIE WILLIAMSON  |  MONDAY, 21 JAN 2019
... additional conditions on the AFSL of an advice practice operating on the New South Wales Central Coast. Surveillance by ASIC showed HNW Planning failed to adequately monitor and supervise its representatives. Its audit processes were also deemed deficient. ...