The latest issue of Financial Standard now available as an e-newspaper

READ NOW

Search Results

Showing 241 - 250 of 518 results for "High-Net-Worth"

La Trobe gets first SIV investment

LAURA MILLAN | MONDAY, 20 JAN 2014

... residency visa launched in November 2012 which aims to attract foreign investors to Australia. It allows foreign high net worth individuals to invest $5 million into qualifying products for a minimum of four years before being eligible to apply for permanent ...

Financial Index offers $130m for Centric Wealth

ALICE URIBE | MONDAY, 13 JAN 2014

... Centric Wealth chief executive Phil Kearns told Financial Standard that FIWA has offered $130 million to purchase the high net worth advisory firm and that things would remain business as usual." "FIWA want to keep the brand intact and they like our ...

NAB enters SIV market with 21 compliant funds

MARK SMITH | THURSDAY, 12 DEC 2013

... November 2012 to attract migrants with a demonstrated history of success in business and investment. It allows foreign high net worth individuals to invest $5 million into qualifying products for a minimum of four years before being eligible to apply ...

SMSFs eye offshore assets

MARK SMITH | WEDNESDAY, 11 DEC 2013

... Index (CGIII) report, 50% of SMSF investors who plan to invest offshore plan to do so in the next three months. High net worth investors have also signaled their intent to look further afield for investment opportunities. The CGIII for this segment of ...

Legalsuper shifts focus to Western Australia

HARRY PAGE | FRIDAY, 6 DEC 2013

... employer base in WA. Soulie's role will focus on the increasing the employer and member base in WA, particularly high net worth individuals. She will also give advice to the Western Australian market. "By offering a dedicated client service manager for ...

Transaction-based fees hurt private banking clients

MARK SMITH | WEDNESDAY, 13 NOV 2013

... recent years can be explained by the private banking industry's failure to provide the quality and reach of service high net worth investors need. "Our belief is that if we represent the client's interest first then everything else will follow. Trust ...

UBS Australia to launch family office service

MARK SMITH | FRIDAY, 8 NOV 2013

... institution-like or professional family office prospects and clients, who represent around 2% of its total ultra-high net worth client base around the world.

EWM Group launches new philanthropy division

MARK SMITH | THURSDAY, 31 OCT 2013

... Group has established a new philanthropic division to cater for the ever-increasing giving needs of Australian high net worth clients. The group said it is preparing for "an historic transfer" of wealth to the next generation of Australians amounting ...

Westpac and BT launch SIV service

LAURA MILLAN | TUESDAY, 29 OCT 2013

... banker service and a number of products and solutions. The SIV was introduced in November 2012 and it allows foreign high net worth individuals to invest $5 million into qualifying products for a minimum of four years before being eligible to apply for ...

Dalton Nicol Reid consistency rewarded with Lonsec upgrade

MARK SMITH | MONDAY, 21 OCT 2013

... focuses on buying quality companies at reasonable prices," he said. "We invest in a tax-aware style which suits high net worth and separately managed account (SMA) investors." Lonsec said the high conviction nature of the strategy means the portfolio ...

PAGE:

Australian Unity to shed 195 roles

MATTHEW WAI

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

Videos

Brought to you by

SMILE through retirement - tackling the top 5 (Sequencing, Market, Inflation, Longevity, Emotion) retirements risks

A guaranteed future

Follow the leaders

Strength amid noise

Maintaining a fundamental focus in a world obsessed with the short term

The market has changed. The opportunity hasn't.

Global economic outlook and the case for local currency emerging market debt: Resilience, risk, and opportunity

MORE VIDEOS

Products

'Guide To' Series

Pocket investment guides featuring adviser case studies and a glossary.

MORE INFO

Publisher's Forum

Investing trends and strategies from the industry’s thought leaders.

MORE INFO

Product Showcases

Putting the spotlight on investment products that matter.

MORE INFO

Expert Feed

Christian Mueller-Glissmann

Head of Asset Allocation Research

Goldman Sachs

When geopolitics becomes a portfolio risk

Geopolitics is back - again - and Australian investors can no longer treat it as distant background noise.

READ MORE

Tania Milnes

General Manager Membership

Financial Advice Association Australia

Does association membership still matter?

With all the changes the advice sector has experienced in recent years, such as regulatory reform and increased education and professional standards ...

READ MORE