Search Results | Showing 11 - 20 of 219 results for "HNW" |
| | | Newly formed RE Capital Advisory has teamed up with stockbroking giant Wentworth Securities (Wentworth) to launch Alpine Capital, an emerging company advisor, stockbroker, and wealth management platform. The new team at Alpine Capital includes RE Capital ... |
| | | | The Adelaide-based specialty financial services provider has partnered with Mantis Funds to bring investment bonds to wealth managers, financial advisers and high-net-worth individuals (HNWIs). As part of the deal, Mantis will become the exclusive external ... |
| | | | ... advisers to improve their services, research suggests. According to Praemium and Investment Trends' latest High-Net-Worth (HNW) report, digital engagement between advisers and their HNW clients is becoming increasingly important, particularly considering ... |
| | | | While 67% of Australians feel confident they'll be able to leave a legacy when they pass away, only 14% actually have a plan in place to do so, according to new research from Generation Life (Gen Life). In June, Gen Life commissioned global research ... |
| | | | The number of Australian investors holding more than $1 million of investable assets increased by 10,000 in the past year to 635,000, according to Investment Trends' latest research. The 2023 High Net Worth Investor Report, sponsored by Praemium, is ... |
| | | | ... throughout the year. "Our new alliance will see me representing The Wealth Designers in Switzerland, the EU and the UK, servicing HNW clients with specialised interests here and in Australia. Dealing with cross-jurisdictional issues is an increasing ... |
| | | | ... latest State of Wealth report. The report, now in its fourth year, uncovered nearly two thirds of Australian high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals do not have a wealth transfer plan in place. However, the majority have intentions ... |
| | | | ... China, which is forecast to see about 13,500 HNWs leave this year. India, the UK, and Russia are also expected to see their HNW populations decline. Meanwhile, Australia ranked seventh in the world's 10 wealthiest countries at year-end 2022 by HNW population. ... |
| | | | ... appreciate the value of professional management of their SMSF's assets." The adult children of the firm's high-net-worth (HNW) client base had also expressed the need for a lower-cost entry point to the firm's wealth management expertise, Pascoe Partners ... |
| | | | The global high-net-worth (HNW) population dropped by 3.3% to 21.7 million in 2022, while the value of its wealth decreased by 3.6% to $124.3 trillion, according to Capgemini's latest World Wealth Report. This drop, stated by the report, is the steepest ... |
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