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Showing 211 - 220 of 270 results for "HNW"

High net worth assets grow to $1.4 trillion

JAMES FERNYHOUGH  |  WEDNESDAY, 19 MAR 2014
High net worth (HNW) investors now hold around $1.4 trillion in investable assets, almost as much as the entire superannuation system, according to new data from Investment Trends. The report found the number of high net worth (HNW) investors in Australia ...

HNW adviser starts real return investment association

LAURA MILLAN  |  MONDAY, 17 MAR 2014
Former Fitzpatricks Private Wealth general manager Philip Reid has set up the Association of Real Return Investment Advisers (ARRIA) as a forum where advisers can share strategies and meet fund managers. ARRIA held its first round table in Sydney in ...

SMSFs eye offshore assets

MARK SMITH  |  WEDNESDAY, 11 DEC 2013
... November compared to 174 points for all active investors in the same period. This marks the highest level of the Index for HNW investors to date. The CGIII Report, produced each month by Investment Trends, collates the views of over 700 actively engaged ...

Asia-Pacific HNWI wealth growth triple global average

MARK SMITH  |  THURSDAY, 26 SEP 2013
... their wealth by 37.2%, while India's population grew by 22.2% and their wealth by 23.4%. According to this year's new Global HNW Insights Survey with responses from nearly 1,400 HNWIs in Australia, China, Hong Kong, India, Japan, and Singapore, almost ...

Financial services to make 100,000 millionaires by 2017

MARK SMITH  |  TUESDAY, 3 SEP 2013
A booming financial services industry will account for an explosion in the number of millionaires over the next four years, according to a report by WealthInsight. By 2017, the research and data provider said there will be an estimated 402,000 millionaires ...

HNW and SMSF under ATO scrutiny

LAURA MILLAN  |  THURSDAY, 18 JUL 2013
The Australian Taxation Office (ATO) will focus on high net worth (HNW) and self-managed superannuation funds (SMSF) misuse of the concessional tax environment, whether if it is deliberately or unintentionally. The ATO announced that it will review ...

Adviser uses dead people to earn commission

JAMES FERNYHOUGH  |  FRIDAY, 5 JUL 2013
... non-existent people to earn commissions on insurance applications. Pavan Vyas, an employee of Lionsgate Financial Group Pty Ltd and HNW Planning Pty Ltd, arranged insurance cover for clients - some of whom, ASIC found, did not exist. The practice is ...

Advisers saturate HNW space

LAURA MILLAN  |  THURSDAY, 27 JUN 2013
An increasing number of advisers are turning their attention to servicing high net worth (HNW) clients, a market that is fast becoming overcrowded according to Harris Fraser managing partner Marc Geary "It has been harder and harder to service the HNW ...

Australian millionaire numbers surge on strong economy

MARK SMITH  |  THURSDAY, 20 JUN 2013
The Australian high net worth (HNW) market is growing faster than the global average, according to the 2013 World Wealth Report. The annual Capgemini and RBC Wealth Management report showed that the number of millionaires in Australia grew by 15.1% ...

More Asian HNWs enlisting private banks

MARK SMITH  |  WEDNESDAY, 12 JUN 2013
Asian high net worth (HNW) investors are increasingly enlisting the services of private banks to manage their wealth, according to Australian banking research and advisory firm East & Partners. In May 2013, East & Partners interviewed 949 C-suite executives ...