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Showing 171 - 180 of 270 results for "HNW"

Real AM launches multi-asset portfolios for HNW clients

ALEX BURKE  |  WEDNESDAY, 29 NOV 2017
Real Asset Management is rolling out a custom multi-asset portfolio service for high-net-worth clients and Asian investors with significant investor visas. RAM Australia chief executive Scott Kelly said the new capability was designed largely in response ...

Australia becoming millionaire factory: Credit Suisse

ALEX BURKE  |  FRIDAY, 17 NOV 2017
The 12 months to mid-2017 saw the number of Australian millionaires rise by 200,000 - the third-largest increase after the US and Germany. The Credit Suisse Global Wealth Report showed that over the same period, the number of ultra-high net worth individuals ...

Business benefits of managed accounts mounting

JAMIE WILLIAMSON  |  THURSDAY, 19 OCT 2017
... professional investment managers (46%). "Despite historic perceptions that managed accounts are the domain of high net worth (HNW) clients, advisers are increasingly seeing opportunities for managed accounts among their broader client base," Brinckley ...

BigTech: The next frontier for high-net-worth investors

EMMA RAPAPORT  |  FRIDAY, 29 SEP 2017
High-net-worth individuals could soon turn to Apple, Google, Amazon and Facebook for wealth management needs according to latest research from Capgemini. In its 2017 World Wealth Report the consulting firm found BigTech is casting a long shadow in wealth ...

CommSec and CFS combine tech strengths

JAMIE WILLIAMSON  |  MONDAY, 28 AUG 2017
... Adviser Services and Colonial First State coming together to launch a one-stop-shop portfolio service. Targeting advisers with HNW clients with direct share ownership, the aptly named Portfolio Service provides advisers with access to a variety of investments ...

Numbers and needs of female HNWs set to grow

JAMIE WILLIAMSON  |  THURSDAY, 17 AUG 2017
... management industry should start paying greater attention. "If just 1% of these female entrepreneurs move all the way up to the HNW segment, this would equate to 750 new HNW female entrepreneurs - a considerable opportunity for wealth managers," GlobalData ...

Concerned HNWs rolling back property exposure

ALEX BURKE  |  FRIDAY, 26 MAY 2017
... clients over the past nine months. "In late 2016, we started to receive more and more feedback from our family office and HNW clients that they felt the cycle was very toppy," Forza director Adam Murchie said. "Many of them advised that their cash holdings ...

Wealth transfer poses advice business risk

ALEX BURKE  |  FRIDAY, 28 APR 2017
... of wealth management Bartosz Golba explained further: "According to our Global Wealth Managers Survey, more than a half of HNW wealth is booked in discretionary mandates. While regional preferences vary, in general HNW investors reach out to advisers ...

Philanthropy report offers valuable insights for NFPs: Perpetual

EMMA RAPAPORT  |  FRIDAY, 7 APR 2017
... of philanthropists suggesting they give as a group as well as individually. The latest giving patterns of high-net-worth (HNW) and institutional givers was released by Giving Australia 2016 this week as part of a program run by the Department of Social ...

SMSFs encouraged to embrace fintech

DARREN SNYDER  |  FRIDAY, 25 NOV 2016
... demonstrate real value when servicing SMSF clients. Fintech presents an opportunity for advisers to provide SMSF and High Net Worth (HNW) clients with an alternative which can reduce or avoid these unnecessary fees and improve efficiency both for the ...

Editor's Choice

Invesco launches new equity fund

ELIZA BAVIN
Invesco said the new fund will give Australian investors access to a systematic global equity strategy with a 20-year track record.

FCA pursues Neil Woodford again

KARREN VERGARA
The Financial Conduct Authority (FCA) is going after failed fund manager Neil Woodford again, this time for allegedly providing unauthorised investment advice via W4.0, his Dubai-based investment platform.

Former APRA deputy chair launches retirement solutions startup

KARREN VERGARA
A former APRA deputy chair has launched CipherIQ, a new venture that provides retirement solutions via account-based pensions in partnership with superannuation funds, financial advisers and retirees.

Global X launches space tech ETF

MATTHEW WAI
Global X has now launched the space tech ETF (ASX: MOON).

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