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Showing 11 - 20 of 55 results for "HNWI"

MA Financial secures $70m for property fund

CASSANDRA BALDINI  |  MONDAY, 5 DEC 2022
... raised $70 million for its MA Allendale Square Fund. The Perth office tower gained interest from high-net-worth investors (HNWI) across the firm's domestic and international client bases. The financial services firm explained it was these investors who ...

Millionaires worry about retirement

CASSANDRA BALDINI  |  FRIDAY, 21 OCT 2022
... Investment Managers released The Million Dollar Question report which evaluates retirement sentiment among high-net-worth (HNWI) investors. It found millionaires and everyday investors (40%) were almost on par in believing it will take a miracle to achieve ...

Integrated Portfolio Solutions offers Private Markets solution

JAMIE WILLIAMSON  |  TUESDAY, 10 MAY 2022
... non-traditional sources, he added. "We are seeing increasing proportions of alternative assets in high-net-worth investor (HNWI) portfolios across the board. In contrast to traditional investments, alternative assets are less dependent on market trends," ...

Wealthy overlook digital experience

KARREN VERGARA  |  TUESDAY, 14 DEC 2021
Wealthy investors tend to shun technology and prefer to keep track of their assets manually, according to Praemium. The survey, conducted with Investment Trends, suggests a minority of high-net-worth investors (11%) access an online digital portal and ...

Domestic bias swells for HNWIs

KARREN VERGARA  |  MONDAY, 13 DEC 2021
Cash, and local equities and property continue to be the preferred asset classes of the rich, according to a new report. High-net-worth individuals' love affair with domestic shares jumped from 56.4% three years ago to 73.4% in 2021, Crestone Wealth ...

Platforms reveal merger details

ANNABELLE DICKSON  |  FRIDAY, 31 JUL 2020
... access to the full suite of enhanced Praemium technology, strengthening the ability to serve the high net worth investor (HNWI) segment. "Praemium's capabilities with respect to reporting, and in particular tax reporting, offer a significant competitive ...

US surpasses Asia Pacific for HNWI growth

ELIZABETH MCARTHUR  |  FRIDAY, 10 JUL 2020
For the first time in eight years, more high net worth individuals (HNWI) emerged in North America than in the Asia Pacific region. This is according to the World Wealth Report 2020, produced by Capgemini. HNWI wealth and population grew by almost 9% ...

Aussie millionaires are cashed up: Report

KARREN VERGARA  |  THURSDAY, 25 JUL 2019
A new report finds the majority of Australian millionaires are cautious investors and prefer to leave their wealth in cash rather than risk capital erosion. The 2019 State of Wealth Report, which is based on research conducted by Crestone Wealth Management ...

Aussie HNWIs slip down global rankings

KARREN VERGARA  |  WEDNESDAY, 10 JUL 2019
... between 2017 and 2018. Australia fell from ninth place to the 10th spot, overtaken by Italy. The US remains home to the largest HNWI population (5.3m), followed by Japan (3.2m), Germany (1.4m) and China (1.3m). One of the key drivers of the decline was ...

Sydney's latest high net-worth individual

HARRISON WORLEY  |  FRIDAY, 18 JAN 2019
Sydney's HNWI community is set to welcome its latest member, after a woman suddenly became $107 million richer. A mother in her 40s will rocket into Sydney's high net-worth individual set, after she took out the division one prize in Thursday's $100 ...