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Showing 161 - 170 of 283 results for "HNW"

Sydney's latest high net-worth individual

HARRISON WORLEY  |  FRIDAY, 18 JAN 2019
Sydney's HNWI community is set to welcome its latest member, after a woman suddenly became $107 million richer. A mother in her 40s will rocket into Sydney's high net-worth individual set, after she took out the division one prize in Thursday's $100 ...

Asset manager consolidation top of mind for HNWIs

DARREN SNYDER  |  WEDNESDAY, 28 NOV 2018
More than 95% of high net worth individuals in Asia Pacific (excluding Japan) are prepared to consolidate assets with their primary wealth manager, provided there's a strong connection. But it's less likely in Australia. The number dips to 73% ...

Fund manager launches HNW advice

KARREN VERGARA  |  THURSDAY, 22 NOV 2018
... launched into the high-net-worth advice market. Clime Investment Management is now offering tailored financial advice for HNW and sophisticated investor clients within its subsidiary Clime Private Wealth. It also works with self-managed super funds ...

Warakirri launches new fund for HNWIs

KANIKA SOOD  |  FRIDAY, 16 NOV 2018
The $2 billion Melbourne boutique is looking to raise at least $100 million for a new agricultural fund targeted at high-net-worth individuals, family offices and not-for-profit organisations. Warakirri Asset Management's new diversified agricultural ...

You got me at like: Advisers tap social to retain clients

MICHELLE BALTAZAR  |  THURSDAY, 11 OCT 2018
... well-established channel for Gen-X investors. Social media outfit Hearsay said that in 2017, a high 80% of high net worth investors (HNW) age 40 years and under are specially reliant on social for finance-related content. More than a third of them use ...

Family office invests in absolute return fund

KANIKA SOOD  |  MONDAY, 24 SEP 2018
... BMFA Group offers wealth management, estate planning, insurance, and capital funding and commercial loans to high-net-worth (HNW) executives, professionals and entrepreneurs in south-east Asia. It is an independent financial advisory company and was ...

How to retain HNW heirs as clients

KANIKA SOOD  |  MONDAY, 24 SEP 2018
... GlobalData. The GlobalData 2018 wealth manager survey asked wealth managers how they could minimise the risk of a next-generation HNW investor dumping them for a competitor. The most popular answer was to involve HNW heirs during estate planning. About ...

Perpetual reports $140m profit, investments business dips

KANIKA SOOD  |  THURSDAY, 30 AUG 2018
Perpetual has delivered a net profit after tax of $140 million for the financial year, as its private wealth and corporate trust units jumped in profits and the investments business dipped. The total NPAT is up 2% over FY17. Perpetual Investments profit ...

HNW advice firm adds new role

JAMIE WILLIAMSON  |  MONDAY, 27 AUG 2018
A former JP Morgan executive director joined a boutique private wealth firm in a newly-created role. Lipman Burgon & Partners has appointed Alex Pikoulas as portfolio manager within the firm's new investment Centre of Excellence. Bringing more than ...

Pengana hires distribution lead from NAB

KANIKA SOOD  |  THURSDAY, 19 JUL 2018
Pengana Capital Group has appointed a NAB strategic account manager to its distribution and marketing team in a newly-created role. Brett Guerin will be responsible for managing Pengana's relationships with large dealer groups and their associated ...