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Showing 11 - 20 of 29 results for "High net wealth"

Snowball re-brands for future

CLAIRE MCGREAL  |  WEDNESDAY, 30 NOV 2011
... managing director Tony Fenning told Financial Standard the new name reflected what was now becoming a "medium-sized high net wealth style" group. Shareholders were also told of the group's aspirations to grow the company to an "ASX 200 sort of level" ...

Mercer plans for post FOFA advice dominance

ELISE BURGESS  |  THURSDAY, 1 SEP 2011
... from boutique firms to private and major bank-aligned advisers, with clients ranging from the mass affluent to high net wealth. This is going head to head with asset consultants and Australian research houses, but Brain Long, Mercer's head of wealth ...

PIMCO adds to insto team

RACHEL DAVIS  |  WEDNESDAY, 24 AUG 2011
... position was at Perpetual Investments within the Private Wealth division, where she provided specialist advice to high net wealth philanthropic clients on structures, legislation and non-profit sector trends. "Sara is a welcome addition to our institutional ...

Certitude partners with Threadneedle on global fund

ELISE BURGESS  |  WEDNESDAY, 20 JUL 2011
... Investments will distribute international asset manager, Threadneedle Investments, Global Equity Fund, targeting the high net wealth market and retail markets. The exclusive partnership formed after Certitude completed a 12 month review of 4000 funds ...

Hillross social media growth plans

ELISE BURGESS  |  THURSDAY, 7 JUL 2011
... something Humphries said is uncommon in the advice industry, with strategic investments to also be made into groups high net wealth model. Currently, Hillross has over 170,000 with the top 2% holding in excess of $3 billion. Humphries also said this ...

Asian private wealth tops Europe

MATT WOODINGTON  |  FRIDAY, 24 JUN 2011
Asia's community of high net wealth individuals (HNWI) overtook Europe for the first time in 2010 as the world's richest look set to pour more money back into equities and commodities 2012. Asia-Pacific posted the strongest rate of HNWI population growth ...

Tax agreement between Aus and Liechtenstein

ELISE BURGESS  |  THURSDAY, 23 JUN 2011
Tax avoiders can no longer flee to high net wealth haven Liechtenstein after it and Australia have signed a tax information exchange agreement (TIEA), building stronger economic and trading ties between the two nations. Liechtenstein is the 28th jurisdiction ...

JBWere targets Asian HNWs

RUTH LIEW  |  MONDAY, 24 JAN 2011
... JBWere to form a national private wealth management capability at the firm. The service will target high and ultra high net wealth Asian families in Australia. Ng, previously from Credit Suisse, is joined by colleagues director Vivian Moo and analyst ...

Countplus buys first Sydney practice

COMPANY RELEASE  |  FRIDAY, 3 JUL 2009
... mix that includes Australian branches or subsidiaries of multi-national corporations, SMEs, business owners and high net wealth individuals. MBT does not have any particular sector specialisation. The concentration of its clients include those in the ...

NAB merges three wealth units

MICHELLE BALTAZAR  |  THURSDAY, 12 MAR 2009
... It said in the briefing that the move will provide substantial growth opportunities, particularly in servicing high net wealth (HNW) investors. Combining the three groups should also help improve the company's market share as a direct asset manager. ...