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Showing 261 - 270 of 518 results for "High net worth"

Legg Mason adds SIV funds

MARK SMITH  |  WEDNESDAY, 24 JUL 2013
... advisory firm, with a second group in discussions. The SIV was introduced by the government in November to attract high net worth investors to inject capital into the economy. A recent Business Intelligence Consultant Report predicts the SIV industry ...

HNW and SMSF under ATO scrutiny

LAURA MILLAN  |  THURSDAY, 18 JUL 2013
The Australian Taxation Office (ATO) will focus on high net worth (HNW) and self-managed superannuation funds (SMSF) misuse of the concessional tax environment, whether if it is deliberately or unintentionally. The ATO announced that it will review ...

US Hedge Fund Association opens in Australia

MARK SMITH  |  THURSDAY, 18 JUL 2013
... Australian chapter. The lobbying organisation's membership includes hedge funds, funds of funds, family offices, high net worth individuals and service providers. In the US, the HFA has chapters in the Northeast, Southeast, Midwest and on the West Coast ...

Former ANZ, UBS exec to head new Bennelong division

MARK SMITH  |  MONDAY, 15 JUL 2013
... management and advisory business. The new business is aimed specifically at providing products and services to high net worth and ultra-high net worth investors. Bennelong intends to grow the new division through acquisition and client adviser recruitment. ...

Clients want a "social" relationship with advisers

ALICE URIBE  |  MONDAY, 15 JUL 2013
... 73% of clients prefer the LinkedIn platform, with 29% choosing Facebook, Google and Twitter combined. "Nine in 10 high net worth individuals use social media and 52% would like to engage with an adviser through social media," Ambrose said. However, The ...

Two-fifths of Australians upping overseas exposure

MARK SMITH  |  THURSDAY, 11 JUL 2013
... are looking to increase the international allocation in their portfolios by 70%. The CGIII surveyed nearly 800 high net worth individuals, self-managed super funds (SMSFs) and higher income investors. "Compared to retail investors, SMSF and high net ...

Former Hyperion boss Dr Manny Pohl launches mid cap fund

MARK SMITH  |  TUESDAY, 9 JUL 2013
... bought EC Pohl & Co and a private equity business from Hyperion on 2 July 2012 to offer portfolio management to high net worth investors. Pohl's investment process for the new fund will focus on capital light, quality companies with the aim of generating ...

New fund launched for wealthy migrants

MARK SMITH  |  FRIDAY, 5 JUL 2013
... Australia under a new investor visa introduced late last year. Under the Significant Investor Visa (SIV) program, high net worth individuals can get residency for themselves and their families in Australia by investing $5 million or more in complying ...

Advisers saturate HNW space

LAURA MILLAN  |  THURSDAY, 27 JUN 2013
An increasing number of advisers are turning their attention to servicing high net worth (HNW) clients, a market that is fast becoming overcrowded according to Harris Fraser managing partner Marc Geary "It has been harder and harder to service the HNW ...

Hunter Hall founder targets instos and SMSFs

MARK SMITH  |  MONDAY, 24 JUN 2013
... who co-founded Hunter Hall in the early nineties, set up Parker Asset Management in 2000 to service the needs of high net worth and ultra high net worth investors. Having brought in former Lehman Brothers and ING Investment Management head of research ...