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Showing 191 - 200 of 270 results for "HNW"

Limited AFSLs like "part-time surgeons"

ALEX BURKE  |  THURSDAY, 14 JAN 2016
... how mistakes are made when you do something half-hearted." Birt noted his views were shared by certain advice firms, such as HNW planning, who will only be accepting transitioning accountants with full AFSLs. He added, "When licensing of accountants ...

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 ...

HNW Planning ramps up high-touch advice with netwealth managed accounts

MICHELLE BALTAZAR  |  FRIDAY, 16 OCT 2015
HNW Planning has struck a managed accounts deal with platform provider netwealth in its ongoing bid to deliver cutting-edge financial advice to its clients. The NSW-based dealer group's principal Robert Cumming said that they have for the past two years ...

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 ...

Instreet grows sales team

MARK SMITH  |  FRIDAY, 14 AUG 2015
... Instreet managing director George Lucas said, "As market demand for structured products matures, especially for bespoke and HNW investor solutions, it will be Marcus's responsibility to strengthen relationships in the wealth management sector, targeting ...

Australian funds turning to bourgeoning Asian REITs

MARK SMITH  |  WEDNESDAY, 15 JUL 2015
... breached $200 billion for the first time in 2013 and that critical mass has put it on the radar of Australian institutional and HNW private investors and the benefits for Australian real estate investors are backed up by the data. Historically, portfolios ...

APAC fastest growing region for millionaire investors

LAURA MILLAN  |  THURSDAY, 18 JUN 2015
... Wealth Report found. The 19th edition of the report by Capgemini and RBC Wealth Management revealed that high net worths (HNW) in APAC grew to 4.69 million individuals holding a total of $20.4 billion, up 11.4% since last year. In Australia, HNW growth ...

Expert issues cyber-attack warning

MARK SMITH  |  MONDAY, 25 MAY 2015
... 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 ...

Instos demanding multi-asset alternative strategies

MARK SMITH  |  THURSDAY, 21 MAY 2015
... American allocation to Australia is today less than 1% of total AUM. Perpetual believes strategies targeting "Instaviduals" (HNW and family offices that are individuals but act like institutions) could be good prospects.

New HNWIs demand unbundled services

ALEX BURKE  |  TUESDAY, 10 MAR 2015
... millionaires in 2014 but only a handful of them are seeking financial advice, according to Investment Trends' High Net Worth (HNW) Investor Report. Based on a survey of 3,115 Australian millionaires - holding a collective $11 billion in assets - the ...