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Showing 181 - 190 of 520 results for "high-net-worth"

Equity Trustees hires account manager

DARREN SNYDER  |  MONDAY, 10 AUG 2015
... industry. "He has demonstrated success in developing and executing distribution strategy across retail/wholesale, high net worth, private wealth and multi-manager markets," Weaving said. Akele joins Equity Trustees from Certitude Global Investments where ...

Ipac head of technical services joins Perpetual

LAURA MILLAN  |  WEDNESDAY, 22 JUL 2015
... complex topics and Colin's ability to simplify these in an engaging way will be a real advantage for our advisers, high net worth clients and alliance partners," Enander said. Lewis has specialised in technical advice since 1987 and holds a Bachelor ...

Nikko AM appoints head of private wealth

LAURA MILLAN  |  FRIDAY, 17 JUL 2015
... distribution at Alpha Structured Investments. Finnigan will look after the fund manager's relationships with advisers, high net worth clients and self-managed super fund (SMSF) trustees. She will report to Nikko AM's managing director in Australia Sam ...

Prime Value launches fund for SIVs, SMSFs

LAURA MILLAN  |  THURSDAY, 16 JUL 2015
... fund is open-ended and currently holds $70 million in funds under management. Initially, it attracted funds from high net worth and foreign investors and is now open to retail investors. "High net worth investors generally want an investment that they ...

APAC fastest growing region for millionaire investors

LAURA MILLAN  |  THURSDAY, 18 JUN 2015
Asia Pacific is the region where the number of high net worth and ultra-high net worth individuals grew faster during 2014, the World Wealth Report found. The 19th edition of the report by Capgemini and RBC Wealth Management revealed that high net worths ...

Saxo launches trading platform for SMSFs

LAURA MILLAN  |  WEDNESDAY, 10 JUN 2015
... has launched an online multi asset trading platform in Australia targeting self-managed super funds (SMSFs) and high net worth investors. The SaxoTraderGO platform is designed for casual traders who become increasingly professional and who transact their ...

PROFILE: IOOF managing director Chris Kelaher

LAURA MILLAN  |  WEDNESDAY, 3 JUN 2015
... Company owned. Always in the hunt for new opportunities, Kelaher made headlines again in 2014 when he acquired high net worth advice group SFG Australia (SFGA). The operation positioned IOOF as Australia's fourth largest advice business by funds under ...

Family office fintech solutions on the rise: IRESS

LAURA MILLAN  |  MONDAY, 1 JUN 2015
... offerings, track performance and build reports. Gross said that the trend is likely to continue because as the number of high net worth investors and ultra-high net worths increases in Australia. "Family offices will just want to do more for themselves ...

Old families make way for self-made billionaires

LAURA MILLAN  |  WEDNESDAY, 27 MAY 2015
... PwC anticipate Asia to be "the centre of new billionaire wealth creation going forward." UBS head of global ultra-high net worth Josef Stadler said: "We currently live in an age of opportunity and accelerated wealth creation, similar to the Gilded Age ...

Expert issues cyber-attack warning

MARK SMITH  |  MONDAY, 25 MAY 2015
... for ensuring that banks and financial institutions have the right controls in place," said Miller. She adds that high net worth (HNW) and ultra-high net worth (UHNW) individuals are particularly at risk from fraudsters. Private banks have reported carefully ...