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Showing 221 - 230 of 518 results for "High-Net-Worth"

BT named 'Outstanding Institution' for HNW investors

JAMES FERNYHOUGH  |  FRIDAY, 20 JUN 2014
... Banking Awards held in Sydney last night. Most prominent among the five awards was 'Outstanding Institution' for high net worth (HNW) customers worth between $10 million and $50 million. BT FG also won awards in the 'Outstanding Analyst', 'Outstanding ...

Australia among the big guns in millionaire stakes

MARK SMITH  |  WEDNESDAY, 11 JUN 2014
... million), followed by Switzerland (8.5 per million). At 236, Australia also has the 14th highest number of ultra-high net worth (UHNW) households. These are defined as having more than US$100 million in private assets. Australia was narrowly beaten out ...

SSgA appoints head of intermediary business

STAFF WRITER  |  WEDNESDAY, 4 JUN 2014
... Lochiel Crafter and global head of SPDR ETFs and Intermediary distribution Jim Ross. "The growth of Asia Pacific's high net worth individuals has outpaced the US and Europe by double over the past few years. This strong growth has positioned the region ...

Henderson appoints head of retail sales

STAFF WRITER  |  TUESDAY, 3 JUN 2014
... at 30 September 2013, the Australian and UK-listed company managed over $123 billion on behalf of institutional, high net worth and retail clients.

IOOF and SFGA union rattles top ranks

LAURA MILLAN  |  MONDAY, 2 JUN 2014
... advice division and the key to a transaction that is set to grant IOOF a stronger distribution arm and access to the high net worth market. The proposed merger will create Australia's fourth largest advice business by funds under advice, according to ...

Macquarie exec posed as family office to learn secrets

STAFF WRITER  |  FRIDAY, 30 MAY 2014
... extracted sensitive details about a competitor's profits, fee structure and returns by pretending to be an ultra-high net worth investor. The incident happened in late 2011 as Macquarie was looking to raise $700 million through the investment vehicle ...

EQT strengthens estate planning team

LAURA MILLAN  |  MONDAY, 26 MAY 2014
... previously worked at National Australia Trustees, within NAB Private Wealth. She focused on providing legal advice to high net worth individuals and their families regarding personal and corporate succession. Woods will be based in Melbourne and he worked ...

New infrastructure fund for SMSFs launches

JAMES FERNYHOUGH  |  TUESDAY, 20 MAY 2014
A new fund dedicated to providing self-managed super funds and high net worth investors with access to unlisted infrastructure has been launched. Chaired by Pacific Hydro director Geoff Coffey, the Infrastructure Partners Investment Fund (IPIF) is a ...

IOOF secures strong advice channel with SFGA bid

LAURA MILLAN  |  FRIDAY, 16 MAY 2014
... would boost the advice segment to 30% of the combined business revenue, Kelaher said. IOOF is looking to access the high net worth advice market through SFGA's 182 advisers and 46 accountants who manage an average of $88 million in FUA each. In contrast ...

Family office model attractive to feuding families

MARK SMITH  |  WEDNESDAY, 7 MAY 2014
... generations. Deloitte Private partner Elise Elliott said that competition remains intense for the business of ultra-high net worth families and the family office (FO) model remains a very attractive option for wealthy families. "The advantages of the ...