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Showing 241 - 250 of 270 results for "HNW"

JBWere targets Asian HNWs

RUTH LIEW  |  MONDAY, 24 JAN 2011
... community is growing. This is partly driven by the growth in Asian students staying in Australia after their studies and partly by HNW Asian families relocating to Australia to benefit from its economic policies, according to JBWere.

Planners select HUB24

ELISE BURGESS  |  THURSDAY, 2 DEC 2010
... UMA platform. The dealer groups, some using managed accounts for the first time, are Gamma Wealth Management Ltd, Q1 Wealth, HNW Planning, Harts Financial Group and Roxburgh Securities, will now have their financial planners use portfolio management ...

FPA defends turf, looks to HNW

JOHN MCDULING  |  MONDAY, 29 NOV 2010
While the Financial Planning Association (FPA) was embracing change and moving forward with a new strategic direction at its annual conference last week, it was still keen to argue the case for planners in some of the industry's most sensitive debates. ...

OneVue on global path with managed accounts

ELISE BURGESS  |  THURSDAY, 14 OCT 2010
... Loans founder Mark Bouris. OneVue clients also include a large number of independent advisers who cater for high net worth (HNW) or self managed super fund clients, said Connie McKeage, OneVue chief executive officer. McKeage said that while there are ...

Rise of the new rich

MICHELLE BALTAZAR  |  TUESDAY, 12 OCT 2010
... how they are investing their money. For decades, major investment houses have accumulated a lot of data on high net worth (HNW) investors and how they grow their wealth. This month, the Credit Suisse Research Institute adds to this pool of information ...

Asia-Pac HNWI market approaches US$10 tn: report

JOHN MCDULING  |  TUESDAY, 28 SEP 2010
The combined wealth of Asia-Pacific's high net worth individuals (HNWI) surged almost 31 per cent in 2009 to US$9.7 trillion, erasing the losses recorded in 2008 and placing the Asian market above Europe for the first time on record, a new survey has ...

Netwealth expands distribution

NEWS RELEASE  |  TUESDAY, 21 SEP 2010
Platform and financial services provider netwealth Investments has appointed a former national HNW manager at Credit Suisse, Alexander Ordon, as senior distribution manager for the northern region. Besides Ordon, netwealth said it plans to make further ...

Sustainable investing gathers steam in Europe

NEWS RELEASE  |  FRIDAY, 10 SEP 2010
The share of sustainable investments in European High Net Worth Individuals' (HNWIs) portfolios has increased since the GFC, a news study has found. Sustainable investments now account for approximately 11 per cent of Europeam HNWI's portfolio's, or ...

UBS to expand HNW adviser base

JOHN MCDULING  |  TUESDAY, 7 SEP 2010
... clients want to directly own all the underlying securities in their portfolios. UBS is targeting the 55,000 high net worth (HNW) families in Australia with more than $2 million in investable wealth, a segment of the market that UBS expects could grow ...

How the wealthy invest their money

RUTH LIEW  |  FRIDAY, 25 JUN 2010
... the GFC. The latest World Wealth Report, released by Merrill Lynch Global Wealth Management and Capgemini, shows Australia's HNW population grew from 129,200 individuals at the end of 2008 to 173,600 at the end of last year. The increase, according to ...