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Showing 191 - 200 of 520 results for "high-net-worth"

PROFILE: PGI chief executive Grant Forster

LAURA MILLAN  |  FRIDAY, 8 MAY 2015
... got a job at Bankers Trust (BT). "It was very difficult to get in [BT]. But when I arrived they were setting up a high net worth area called Private Investment Division and there were very few people in Australia who knew what private banking was." To ...

Senior executives come in threes for Koda

DARREN SNYDER  |  TUESDAY, 5 MAY 2015
... Trust and Banque National de Paris. He provides end-to-end investment services to not-for-profit organisations and high net worth families. Moore combines over 20 years of commercial and investment markets experience. He joins Koda following 10 years ...

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 ...