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Showing 11 - 20 of 270 results for "HNW"

New private credit provider lands down under

MATTHEW WAI  |  THURSDAY, 27 NOV 2025
... course. Tenn Capital has marked its official entry to the local market, which offers financial solutions to high-net-worth (HNW) investors, companies, trusts, foundations and funds across real estate, financial assets and fund finance. It can offer lending ...

Diverged focus for HNWs presents adviser opportunity: Report

MATTHEW WAI  |  MONDAY, 24 NOV 2025
Australia's high-net-worth (HNW) population continues to grow but so do risks related to their investments, as over a quarter now seek advice due to shifted priorities and a focus on private markets. LGT Wealth Management's 2025 State of Wealth ...

HNW investors prioritise trust and human connection: Praemium

ANGELIQUE MINAS  |  WEDNESDAY, 19 NOV 2025
... study by Praemium and CoreData indicated trusted expertise and human connection are paramount concerns among high-net-worth (HNW) investors. Despite the rise of AI solutions and digital tools, the study indicated 36% of HNW investors rank trust as the ...

Australia dominates APAC real estate private credit raisings

MATTHEW WAI  |  FRIDAY, 3 OCT 2025
... phase. ASIC's recent interim report on the private credit sector also flagged concentration as a possible systemic risk to HNW and self-managed super investors. Knight Frank believes the APAC market will "differ from western markets due to the region's ...

Salary report shows 23% pay gap for top BDMs

MICHELLE BALTAZAR  |  THURSDAY, 11 SEP 2025
... asset managers, private credit and private equity funds". "Private credit is booming in wholesale, targeting family offices, HNW/UHNW investors and private wealth managers," the Kaizen report stated. By contrast, openings in institutional distribution ...

Buyers demand HNW advice practices: Radar Results

KARREN VERGARA  |  TUESDAY, 29 JUL 2025
Financial advice practices that service high-net-worth (HNW) clients and earn more than $1 million in recurring revenue are in high demand from acquirers, according to Radar Results. Buyers are also keen on institutional licensees and private wealth ...

HNWIs, family offices embracing private real estate credit

ELIZA BAVIN  |  THURSDAY, 17 JUL 2025
... Estate Credit Index surveyed more than 100 Centuria Bass Credit (CBC) investors, most of whom comprise family offices and UHNW/HNW individuals. According to the research, 76% of respondents said they would increase their private real estate credit investments ...

Inheritance dissatisfaction an advice opportunity: Report

MATTHEW WAI  |  THURSDAY, 12 JUN 2025
Most high-net-worth (HNW) inheritors are unhappy with how they have used their inherited capital, presenting an opportunity for financial advisers. As the $3.5 trillion great wealth transfer kicks off, Capital Group surveyed 600 HNW individuals across ...

Alternatives high on the radar to escape Trump's tariffs: Fidante

MATTHEW WAI  |  THURSDAY, 5 JUN 2025
... infrastructure (29%), private equity (22%), and private credit (21%), Findante said. There are an increasing number of high-net-worth (HNW) advisers shifting allocations to alternatives as HNW clients aim to diversify their portfolio, protect against ...

Ironbark acquires family office firm

ELIZA BAVIN  |  FRIDAY, 30 MAY 2025
... head of private wealth Jason Harwood said the acquisition was a step forward for Ironbark in its mission to build a national HNW advice business. "Mercury has a reputation for comprehensive service and advice, and an experienced, long-standing team that ...