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Showing 191 - 200 of 518 results for "High-Net-Worth"

Perpetual Private hires two analysts

MARK SMITH  |  MONDAY, 4 MAY 2015
... bolstered its investment research team with the appointed two new analysts. David Blunt and Deana Leong have joined the high net worth advice firm's 11 person research team, which covers capital markets research, asset allocation, multi-manager portfolios ...

Suspended SIV scheme raised $3bn

MARK SMITH  |  THURSDAY, 30 APR 2015
... group's director of wealth management Mark Morcos said that much of the work the government has done to attract high net worth SIV applicants could be undone if they go ahead with a recommendation to force people to place allocations of up 50% in what ...

FEATURE: How boutiques got their groove back

STAFF WRITER  |  WEDNESDAY, 15 APR 2015
... has made a career of focusing on boutiques and insists they are just as relevant as ever before, especially for high net worth and family office investors who tend to commit smaller amounts of capital than larger institutions and for longer timeframes. ...

Emerging markets a no go in 2015

DARREN SNYDER  |  WEDNESDAY, 8 APR 2015
... global asset manager Legg Mason. The survey, which sought investment habits and expectations from more than 4,200 high net worth investors across 20 major markets including Australia, found 29% of global investors are shifting away from emerging markets. ...

Koda Capital nabs more JBWere execs

LAURA MILLAN  |  TUESDAY, 17 MAR 2015
... executive Steve Tucker and former JBWere chief executive Paul Heath. The firm provides wealth management solution for high net worth individuals, families and not for profit organisations. JBWere philanthropic advisers David Knowles and Chris Wilson ...

Australia's coming $32bn SIB sector

ALEX DUNNIN  |  THURSDAY, 12 MAR 2015
... worth considering. McClure said on SKY News when he released his report that SIBs are well suited to institutional, high net worth and corporate investors. The NSW government is currently running several pilot test programs, he added. SIBs are not without ...

New HNWIs demand unbundled services

ALEX BURKE  |  TUESDAY, 10 MAR 2015
... new 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 - ...

Two advisers join Koda Captial as partners

MARK SMITH  |  TUESDAY, 3 MAR 2015
... management firm Koda Capital has appointed two key advisers. Ben Andreou, former director and adviser to a number of high net worth clients in the private clients business of PricewaterhouseCoopers Sydney, has joined as director of specialist advice ...

Millionaire investors swell in 2014

LAURA MILLAN  |  MONDAY, 2 MAR 2015
... five years, Investment Trends' latest report revealed. Australia minted 43,500 new millionaires over 2014 and the high net worth (HNW) investor population went from 400,000 in November 2013 to 443,500 in October 2014, the Investment Trends HNW Investor ...

Risk not the endgame

ALEX DUNNIN  |  WEDNESDAY, 25 FEB 2015
... return long short equity fund that in two years has grown to $40 million with a client base of 100 predimonently high net worth investors. Clients like this are hard taskmasters and so attracting and maintaining their business requires much more than ...