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Showing 1 - 10 of 283 results for "HNW"

Wealthy investors keep cash despite market optimism

VINNY VUCAGO  |  FRIDAY, 23 OCT 2026
... complicate investment decisions. Research from Praemium and CoreData's Rich Decisions report found 81% of high-net-worth (HNW) investors expect markets to perform well over the next 12 months. However, cash remains the third most commonly held asset ...

Mason Stevens farewells managing director

MATTHEW WAI  |  MONDAY, 12 OCT 2026
... welcomed Leanne Taylor as its chief investment officer earlier this year, as it continues to expand into the high-net-worth (HNW) and ultra-high-net-worth (UHNW) segments, including a mandate secured late last year with independent advisory firm GloryHouse. ...

Former Income AM director launches fixed income advisory

MATTHEW WAI  |  FRIDAY, 9 OCT 2026
A former Income Asset Management executive director has launched Ancora Fixed Income Advisory (AFIA) for high-net-worth (HNW) clients targeting the defensive asset class. After a two-year stint at Income Asset Management, and close to 30 years' experience ...

HNW clients value quality over fees: Praemium

VINNY VUCAGO  |  WEDNESDAY, 30 SEP 2026
High-net-worth (HNW) Australians who receive ongoing financial advice are more confident in their investments than those managing their wealth alone, new research from Praemium and CoreData found. The Rich Decisions research found 84% of HNW investors ...

Why HNW investors are choosing shopping centres

MATTHEW WAI  |  THURSDAY, 24 SEP 2026
... Standard over the past few years, offices have been a more "traditional" space for real asset investment - but high-net-worth (HNW) investors and family offices "aren't buying into the recovery story" just yet. He said the fundamentals of office ...

Praemium brings forward chair succession

VINNY VUCAGO  |  WEDNESDAY, 23 SEP 2026
... covered by the research, while total investable wealth increased 8.4% to $4.6 trillion. More than 120,000 households entered the HNW segment, with more than seven in 10 investors using a financial adviser or wealth manager. The chair transition comes ...

New digital asset trading platform targets HNWs, instos

VINNY VUCAGO  |  TUESDAY, 22 SEP 2026
... traditionally available to professional investors have been difficult for individual investors, including high-net-worth (HNW) individuals and sophisticated traders, to access in the OTC market," Zhang said. "By combining our trading and custody capabilities ...

Esencia merges with HNW advice practice

MATTHEW WAI  |  TUESDAY, 15 SEP 2026
A Sydney-based practice advising high-net-worth (HNW) individuals is merging with Esencia Wealth, adding some 250 clients and two senior advisers to the firm. Generation Wealth Partners is joining Esencia Wealth, also based in Sydney, saying the merger ...

HNWIs demand outperforming, mission-driven endowment funds

KARREN VERGARA  |  FRIDAY, 4 SEP 2026
High-net-worth investors' (HNWIs) increasing demand for philanthropy vehicles with robust governance, a clear mission and can outperform in equal measure is helping fuel the rise of endowment funds such as the Aspect Impact Fund. The endowment aims ...

HNW investors turn to AI but remain loyal to advisers

VINNY VUCAGO  |  WEDNESDAY, 12 AUG 2026
... reluctant to replace their financial adviser with the technology, new research from Praemium and CoreData has found. Around 80% of HNW investors who work with an adviser have already used AI for financial tasks, including financial education, comparing ...
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