Search Results | Showing 11 - 20 of 249 results for "Ultra" |
| | | ... years he's noticed more and more interest in these deals from family offices, high-net-worth-individuals (HNWIS) and ultra-high-net-worth-individuals (UHNWIs). "We see family offices, HNWIs and UHNWIs participate at this in the market, but oftentimes ... |
| | | | ... more streamlined data feeds with the ATO and what have you." Automated reporting also came through as an improvement from ultra high-net-worth (UHNW) individuals. "They also highlighted interactive data and insights, as well as a more friendly user interface," ... |
| | | | ... respondent base had quotas of at least 15% retirees, 15% over-50 (aged 50-84), 15% high-net-worth individuals (HNWIs) and 15% ultra high-net-worth individuals (UHNWIs). While $224 billion each year in inheritance is expected to be passed between generations ... |
| | | | ... weaker economic environment is typically negative for banks, but the positive effect on bank margins from the end of years of ultra-low interest rates is very powerful and is driving dividend payouts." The big banks are very tightly regulated and so ... |
| | | | ... Report, now jointly launched with UBS, estimates the number of millionaires will reach 86 million by 2027, while the number of ultra-high-net-worth individuals (UHNWIs) is likely to rise to 372,000. Interestingly, low- and middle-income countries are ... |
| | | | ... wealth industry is at an inflection point, and it's critical that wealth management providers servicing the mass affluent to ultra-high-net-worth clients need to get their operating model right." "Moving forward, we see trusted partnerships as key to ... |
| | | | ... 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 to develop ... |
| | | | ... (4.8%) and Praemium (4.9%). Plan For Life noted that these results came despite central banks ending an unprecedented era of ultra-low interest rates and moves to normalise monetary policies to get a handle on inflation. |
| | | | ... "Magnolia was founded in 2015 and built its reputation as a specialist property and alternatives investor for family office and ultra-high-net-worth clients but has since diversified and now also counts institutional investors as investors," he said. ... |
| | | | ... management to financial planning and accounting firms and partnering with them to look after the investment needs of their ultra-high net worth client segments." While the firm is headquartered in Brisbane, Robertson said it also plans to open a Sydney ... |
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