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Showing 171 - 180 of 303 results for "Ultra"

Australia becoming millionaire factory: Credit Suisse

ALEX BURKE  |  FRIDAY, 17 NOV 2017
... 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 (UHNWIs) rose by 29% to nearly 3000 - the sixth-highest number globally. The report said the number ...

Government launches emerging market impact investment fund

EMMA RAPAPORT  |  WEDNESDAY, 15 NOV 2017
... likely to consider making ethical and responsible investments in the future (69%). Millennials are driving a shift in how the ultra-wealthy manage their money as family offices set to ramp up allocation towards impact investing. The Global Family Office ...

Millennials shaping family office strategy

EMMA RAPAPORT  |  MONDAY, 16 OCT 2017
Socially mindful and environmentally conscious millennials are driving a shift in how the ultra-wealthy manage their money as family offices set to ramp up allocation towards impact investing, according to the latest research. The Global Family Office ...

Transparency to the max

BENJAMIN ONG  |  MONDAY, 25 SEP 2017
... on Factset's record (1990). There were a number of occasions in the past when Fed Chair Janet Yellen cautioned that these ultra-low readings (the VIX index's long-term average is around 20) could imply investor complacence. Yes, there's none of that ...

Hawkish central banks? Not the BOJ

BENJAMIN ONG  |  FRIDAY, 7 JUL 2017
... ahead,... There's some distance to achieving 2% inflation, so it's inappropriate to say now specifically how we will exit our ultra-loose monetary policy and how that could affect the BOJ's financial health. Laying out specific simulations now would ...

Myer Family lures NAB executive

KARREN VERGARA  |  TUESDAY, 16 MAY 2017
... institutional and corporate banking, and financial services. He was most recently a National Australia Bank executive for ultra-high net worth clients for more than five years. Prior to that, he was a head of client management and delivery for Asia Pacific ...

CFA considers AI, robo-advice in exams

KARREN VERGARA  |  THURSDAY, 4 MAY 2017
... advice product choices. But such tools will unlikely replace engagement with human advisers for institutional investors and ultra-high net worth individuals as these groups of investors, with large portfolios and potentially diverse and complex investment ...

Pengana hires Morningstar manager ahead of merger vote

ALEX BURKE  |  WEDNESDAY, 3 MAY 2017
Pengana Capital has appointed a new regional distribution manager for Victoria, South Australia, Tasmania and Western Australia, ahead of its proposed merger with Hunter Hall. Guy Callaghan joins Pengana from Morningstar, where he was a regional business ...

Wealth transfer poses advice business risk

ALEX BURKE  |  FRIDAY, 28 APR 2017
While high-net-worth and ultra-high-net worth clients are attractive prospects for advice businesses, a lack of inheritance planning services could mean the end of those relationships throughout the largest intergenerational wealth transfer in history. ...

BNY Mellon strengthens insto team

EMMA RAPAPORT  |  MONDAY, 20 FEB 2017
... Gambi as director of institutional business, Australia. Gambi will focus on the institutional, corporate, government and ultra-high net worth segments, providing investment solutions from BNY Mellon's suite of investment boutiques. "We are delighted ...