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Showing 171 - 180 of 520 results for "High Net Worth"

IOOF division launches philanthropy services

LAURA MILLAN  |  THURSDAY, 10 DEC 2015
... adoption of philanthropy," Riordan said. AET's head of philanthropy Ben Clark said: "Less than 1% of Australian high net worth individuals had established philanthropy structures to share their wealth. "This segment of wealthy Australians could benefit ...

HNW advice group faces licence conditions

LAURA MILLAN  |  TUESDAY, 1 DEC 2015
A financial planning dealer group focusing on high net worth investors is facing having conditions placed on its licence by ASIC following serious breach incidents. Morgans Financial representatives were monitored by ASIC, which identified "a number ...

JBWere announces three senior appointments

DARREN SNYDER  |  THURSDAY, 19 NOV 2015
... overseas. Neville was most recently the national head of markets at UBS Australia, where he oversaw more than 100 high net worth client advisers. JBWere also announced the internal promotion of Gerrik Gratz, who is now head of operation and strategic ...

IOOF appoints News Corp exec as Shadforth CEO

LAURA MILLAN  |  WEDNESDAY, 28 OCT 2015
... member of the IOOF Group. Prior to News Corp, Benbow held senior leadership roles at Perpetual, where he focused on high net worth client segments. He was also at Booz and Company, and an officer in the Royal Australian Navy. "Angus' financial services ...

Centuria Life launches investment bond funds

LAURA MILLAN  |  MONDAY, 26 OCT 2015
... gives great peace of mind. Rogan explained that investment bonds can be used in different investment strategies: "High net worth clients may have reached their superannuation cap and want other tax-effective investment options, but equally, parents or ...

Multimillionaires still love property above everything else

LAURA MILLAN  |  THURSDAY, 17 SEP 2015
Australian high net worth (HNW) investors' highest allocation is in real estate, a sign that there are opportunities in the asset class despite warnings of a property bubble. The latest Capgemini and RBC Wealth Management Global HNW Insights Survey ...

UBS enters SIV space

MARK SMITH  |  WEDNESDAY, 2 SEP 2015
... Investor Visa market with the launch of a compliant fund. The revamped SIV, effective 1 July 2015, aims to attract high net worth investors to Australia who invest a minimum of $5 million across a mandated range of SIV complying investments in exchange ...

Colonial First State awards $55m mandate

MARK SMITH  |  FRIDAY, 28 AUG 2015
... said Series. "Our focus is on generating alpha from investing in Australian small companies for institutional and high net worth investors." The mandate will be managed by Series and Stephen Walsh, the principals of 8IP. Both have extensive investment ...

Perpetual's acquisition of The Trust Company pays off

LAURA MILLAN  |  THURSDAY, 27 AUG 2015
... net profit after tax 50% higher. "The result was boosted by the acquisition of The Trust Company, growth in new high net worth clients, net flows, equity market gains and higher non-market related business activity," Perpetual chief executive Geoff Lloyd ...

Macquarie advisers defect to start independent firm

LAURA MILLAN  |  WEDNESDAY, 12 AUG 2015
... boutique wealth management business and focus on the increasing needs and aspirations of the growing number of high net worth clients," Wrightson said. Following an enforceable undertaking (EU) by the Australian Securities and Investments Commission ...