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Showing 221 - 230 of 270 results for "HNW"

Platforms press on in advice battleground

ALICE URIBE  |  TUESDAY, 9 APR 2013
... both worlds approach, Wealth Enhancers offers both on-platform solutions and an off-platform option for its high net worth (HNW) clients. The HNW market segment is a key area, with CFS' FirstWrap platform capping fees for higher balance clients. Perpetual ...

Family office and HNW clients overlook best cash deposit rates

MARK SMITH  |  FRIDAY, 14 DEC 2012
Many private banking clients are missing out on the best rate on their cash deposits, according to Harris Fraser Group's Marc Geary. The private wealth expert says that some banks are taking advantage of the large sums held in some accounts to charge ...

Concentrated portfolios can benefit HNW

BEN COLLINS  |  THURSDAY, 13 SEP 2012
... global indices can benefit from a concentrated equities portfolio, said Private Portfolio Managers (PPM). "Many high net worth (HNW) and family offices find it difficult to access international strategies which suit them, as most are designed for the ...

UK to ban exotic retail investment products

ALEX DUNNIN  |  THURSDAY, 23 AUG 2012
... following the release of a consultation paper that said the product class should be restricted to sophisticated high net worth (HNW) investors. Release of the consultation paper follows research commissioned by the FSA that found only one in four advised ...

Advisers urged to discuss structured giving

MELANIE TIMBRELL  |  FRIDAY, 17 AUG 2012
... economic activity, improved housing and school attendance levels for communities - it is a concept that tends to resonate with HNW given their experience, Robertson said.

HNW clients give brokers the 'thumbs down'

MELANIE TIMBRELL  |  FRIDAY, 10 AUG 2012
Failure by stockbrokers to adapt models to target what matters most to high net worth (HNW) clients has seen an exodus from traditional relationships. While the GFC and market volatility resulted in risk and capital protection being ranked most highly ...

Goldman Sachs focuses on HNW with private bank

MELANIE TIMBRELL  |  FRIDAY, 20 JUL 2012
Goldman Sachs is building out its private bank from the US to target wealthy clients in a number of locations including Europe. Agence France-Presse reported that David Viniar, chief financial officer for the bank said the in-house private bank was ...

UHNW take $720bn hit in 2011

MELANIE TIMBRELL  |  WEDNESDAY, 20 JUN 2012
... population of millionaires, hold just 65% of the wealth," said van den Biezenbos. There was also a discernible shift in the HNW bracket, as among other investor groups, towards safe-haven assets like fixed income, added van den Biezenbos, although the ...

Property syndicate launches for HNW and SMSFs

BEN COLLINS  |  MONDAY, 21 MAY 2012
Charter Hall Direct Property has launched a new single property syndicate for high net worth investors and self managed super funds, in response to growing demand for investment opportunities in Perth's CBD. "We are currently in one of the best buying ...

Hedge fund FUM to hit $2.3 trillion by year end

ALEX DUNNIN  |  WEDNESDAY, 29 FEB 2012
... expect their combined FUM to climb to $2.3 trillion by the end of 2012. Driving the expectations are institutional investors, HNW and Family Offices looking for investment performance in an environment when other investment classes are struggling to ...