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Showing 11 - 20 of 36 results for %22Global Investor Experience Study%22

Australia investor friendly, not consumer friendly: Report

ELIZA BAVIN  |  WEDNESDAY, 18 SEP 2019
... However, consumers may be getting the short end of the stick when it comes to fees and charges. The Global Investor Experience Study found Australia, the Netherlands and the United States have the lowest fees for investors, while countries like Italy ...

Aussie HNWIs slip down global rankings

KARREN VERGARA  |  WEDNESDAY, 10 JUL 2019
Australia's high-net-worth population slumped in the rankings of a global wealth study as millionaires shifted their portfolio to cash amid share market uncertainty. According to Capgemini's annual World Wealth Report, the number of Australian ...

Angel investor makes first Australian bet

KANIKA SOOD  |  FRIDAY, 1 MAR 2019
... support 32 companies and eight venture capital funds. Founders David Beatty and Paul Grossinger connect companies to a global network of LGBT/Ally investors, giving them access to capital, investors' business acumen and contacts. As an affinity network ...

How to retain HNW heirs as clients

KANIKA SOOD  |  MONDAY, 24 SEP 2018
... GlobalData 2018 wealth manager survey asked wealth managers how they could minimise the risk of a next-generation HNW investor dumping them for a competitor. The most popular answer was to involve HNW heirs during estate planning. About one quarter of ...

Aussie retirees blindsided by cost of living: Schroders

HARRISON WORLEY  |  THURSDAY, 19 JUL 2018
... encouraging to see investors continue to invest actively into retirement to ensure that their savings last." Schroders global head of retirement Lesley-Ann Morgan said achieving a comfortable retirement came down to saving earlier. "There is a real danger ...

Quantifeed eyes Australian expansion with $13.5m raising

KANIKA SOOD  |  WEDNESDAY, 20 JUN 2018
... Quantifeed's footprint in Australia. Legg Mason Australia head Andy Sowerby said with its investment in the fintech supported its global intermediary clients in the digital transformation of their business. "We have been impressed with Quantifeed's ...

Corporate bond demand strengthens: Report

KARREN VERGARA  |  THURSDAY, 3 MAY 2018
... conducted by FIIG Securities and Deloitte Access Economics, which shows corporate bonds outperformed the local (4.3%) and global (5.5%) share markets at an average gross return of 6.1% in the 10 years to 2016. Of the 700 high-net-worth individuals with ...

Retail unit trusts leaking FUM

KANIKA SOOD  |  TUESDAY, 1 MAY 2018
... of wealth Alex Zaika said. The $10.4 billion ETP manager added that while ETF assets currently represent less than 5% of global assets, it expects this to grow significantly. "It is not a coincidence that BlackRock's strategy in Australia is to provide ...

Don't fear the inflation reaper: Capital Group

ALEX BURKE  |  THURSDAY, 22 MAR 2018
... inflation-hedged companies like energy, real estate, precious metals - but also considering digital disruption and the way the global consumer is changing." Reflecting his comments about the changing consumer landscape, Budden noted a third of all revenues ...

Global manager receives makeover

JAMIE WILLIAMSON  |  TUESDAY, 21 NOV 2017
... world's largest asset managers is rebranding, changing its name and launching a new platform and research division. Natixis Global Asset Management has changed its name to Natixis Investment Managers in greater acknowledgement of its multi-affiliate ...