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Showing 201 - 210 of 518 results for "High-Net-Worth"

Alternatives sector shaped by regulation, customer demand

ALEX BURKE  |  TUESDAY, 17 FEB 2015
... Lonsec senior investment analyst Stewart Gault. "The traditional hedge fund investor base of family offices and high net worth individuals has been supplanted over time by large institutional investors, such as pension funds and sovereign wealth funds," ...

Andrew Hewison takes over Hewison Private Wealth

LAURA MILLAN  |  TUESDAY, 20 JAN 2015
... term, particularly through new technologies," John Hewison said, and added that the firm's philosophy and focus on high net worth clients "remains unchanged." Current chairman Rob Roberts retired at the end of 2014 and had held the role since the firm ...

Philanthropic fund establishments return to pre-GFC levels

LAURA MILLAN  |  TUESDAY, 6 JAN 2015
... JBWere's philanthropic services head of marketing John McLeod said that PAFs were increasingly being used by very high net worth investors to engage their children in managing the family affairs. "Giving children an opportunity to be part of the philanthropic ...

Steve Tucker and Paul Heath launch HNW business

JAMES FERNYHOUGH  |  WEDNESDAY, 10 DEC 2014
... equity players and former wealth industry executives, Koda Capital will provide wealth management solution for high net worth individuals, families, and not for profit organisations. It will have no institutional clients. Tucker will chair the business ...

Premium Investor Visa too short-term

MARK SMITH  |  THURSDAY, 4 DEC 2014
... than $15 million to become permanent Australian residents after one year. The program is meant to encourage more high net worth individuals to pump money into the economy. New said the existing Significant Investor Visa scheme showed that linking foreign ...

India mutual funds reach A$149bn

ALICE URIBE  |  THURSDAY, 20 NOV 2014
... growth of 3.2% pa since 2010 largely due to rising inflation and lacklustre returns from the Indian equity market. High net worth investors account for 28% of the market with mass affluent retail making up 20%. Bank distributed mutual funds make up about ...

Paul Barrett resurfaces in partnership with Italian manager

LAURA MILLAN  |  FRIDAY, 7 NOV 2014
... executive officer of Next Generation Advisory (NGA), which started providing financial planning services to retail, high net worth and institutional clients in Australia in 2014. Milan-based Azimut signed an investment and shareholder agreement with ...

DomaCom unveils IPO plans for 2015

LAURA MILLAN  |  THURSDAY, 30 OCT 2014
... distributed through 12 independent dealer groups. He added that the initiative has sparked interest from Australian high net worth investors, as well as from investors in Singapore. The $7 million raised through an oversubscribed equity placement will ...

Family trusts overlooked amid SMSF boom

MARK SMITH  |  TUESDAY, 28 OCT 2014
... advisers are overlooking a huge range of benefits that family trusts have over self-managed super funds for their high net worth clients, according to HLB Mann Judd Sydney head of wealth management Michael Hutton. Hutton said that despite recent changes ...

Significant Investor Visa changes to boost venture capital

MARK SMITH  |  FRIDAY, 24 OCT 2014
... than $15 million to become permanent Australian residents after one year. The program is meant to encourage more high net worth individuals to make Australia home with the added effect of pumping money into the economy. Austrade will determine complying ...