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Showing 11 - 20 of 21 results for "Ultra High Net Worth"

MLC launches advice service for uber wealthy

MARK SMITH  |  WEDNESDAY, 23 JAN 2013
MLC has launched a new consulting service for ultra high net worth and smaller institutional investors, aimed at offering the sophisticated and tailored services those clients need. The team will help build portfolios, offering comprehensive stress ...

Early engagement key to next-gen wealth transfer

MARK SMITH  |  FRIDAY, 30 NOV 2012
... the family fortune passed on to a family member who will use it meaningfully is a major concern for many ultra high net worth individuals. The destruction of wealth is a common problem when it passes to children or young adults who have little knowledge ...

Offshore tax havens bank $32tr: report

BEN COLLINS  |  MONDAY, 23 JUL 2012
A recent report has found that ultra high net worth people around the world may be holding as much as $32 trillion in offshore tax havens, depriving governments worldwide of as much as $250bn in tax revenues every year. The report's author told the ...

UHNWs target PE, commodities, real estate

BEN COLLINS  |  TUESDAY, 26 JUN 2012
... tracking survey that says commodities, real estate and private equity are the top investment choices among ultra high net worth families in 2012. "This year's data reinforced the investment trends we have been seeing among the ultra-affluent as far as ...

UHNW households top global growth: BCG

MELANIE TIMBRELL  |  FRIDAY, 1 JUN 2012
Ultra high net worth households topped global private wealth growth in 2011, according to Boston Consulting Group, with a further 8% rise in segment wealth predicted over the next five years. Wealth held by ultra-high net worth (UHNW) households, defined ...

Investment complexity on the rise for UHNW clients

MELANIE TIMBRELL  |  MONDAY, 27 FEB 2012
... and Asset Management teams as a key success factor. "Where we've been successful is ensuring the Australian ultra high net worth (UHNW) market knows the full suite of services that are available through Credit Suisse. Sometimes supply of a service may ...

Netwealth expands distribution

NEWS RELEASE  |  TUESDAY, 21 SEP 2010
... Manager at Credit Suisse, responsible for distribution of asset management product to advisers of HNW and ultra high net worth (UHNW) investors. "The appointment of Alexander comes as part of a broader strategy to increase our distribution capability ...

MLC FUM falls 19pc, in-force premiums rise

MICHAEL HOBBS  |  WEDNESDAY, 28 OCT 2009
... JBWere and the addition of NAB Private Wealth will enhance the group's wealth management service to high and ultra high net worth clients, the statement continued. Steve Tucker, chief executive at MLC Australia, said the business has continued to focus ...

Australian RMBS gains appeal

RUTH LIEW  |  TUESDAY, 12 MAY 2009
Ultra high net worth investors in Australia are starting to wade back into the Australian Residential Mortgage-Backed Securities (RMBS) market, according to Merrill Lynch. Chris Selby, head of Merrill Lynch Global Wealth Management in Australia, has ...

Credit Suisse appoints private banking head

MEDIA RELEASE  |  TUESDAY, 4 NOV 2008
... Credit Suisse's private banking division, which provides sophisticated customised solutions to the bank's ultra high net worth (UHWN) customer base. Heading the Solution Partners team in the region, McGregor played a role in establishing strong collaboration ...