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Showing 211 - 220 of 520 results for "high-net-worth"

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 ...

Asia Pacific wealth growth outstrips world average

MARK SMITH  |  THURSDAY, 23 OCT 2014
The wealth and population of high net worth individuals grew faster in the Asia Pacific region in 2013 than anywhere else in the world, according to the Asia-Pacific Wealth Report 2014 (APWR), published by Capgemini and RBC Wealth Management. The region's ...

OneVentures Innovation and Growth fund raises $60m

JAMES FERNYHOUGH  |  MONDAY, 20 OCT 2014
... mobile, media, cloud computing and data, sensors and robotics, and food security - attracted investment mainly from high net worth and family office investors. The investments will be directed towards developing Australian companies beyond the start-up ...

Senior van Eyk executive joins independent advice firm

MARK SMITH  |  MONDAY, 13 OCT 2014
... supporting the expansion of the group's national financial planning footprint and service offering to Australian high net worth clients. Managing director John McMurdo reiterated the company's current recruitment drive in a statement announcing the appointment. ...

Paradigm acquires Melbourne-based practice

MARK SMITH  |  TUESDAY, 7 OCT 2014
... described Portfolio Managers as the "ideal cultural fit." The Melbourne-based practice specialised in advice for high net worth investors and self-managed superannuation funds, though most investments were managed off-platform. "An MDA isn't suitable ...

YBR Funds Management rebrands, launches new fund

JAMES FERNYHOUGH  |  MONDAY, 29 SEP 2014
Yellow Brick Road (YBR) has rebranded its funds management business under the new name 'Smarter Money Investments Pty Ltd' (SMI). The rebranding also coincides with the launch of a new fixed income fund, Smarter Money Higher Income Fund, which focuses ...

Wealthy investors bullish thanks to advice

MARK SMITH  |  THURSDAY, 11 SEP 2014
High net worth investor confidence is up, bucking a trend of lower confidence across the market as a whole, according to the latest Certitude Global Investments investor intentions (CGIII) survey. The CGIII, which collates the views of over 600 actively ...

QV Equities raises $180m

MARK SMITH  |  MONDAY, 18 AUG 2014
... company (LIC), QV Equities (QVE). The launch of the product last month targeted self-managed super funds (SMSFs) and high net worth investors looking for a diversified share portfolio outside the 20 largest companies. The IPO closed on August 8. "We've ...

Macquarie tight-lipped on EU details

LAURA MILLAN  |  FRIDAY, 25 JUL 2014
... supervision." It confirmed that its wealth management division has about 87,000 clients, "of whom a significant number are high net worth," the investor presentation said. The group has invested approximately $49 million in new processes, practices and ...