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Showing 11 - 20 of 27 results for %22Hamilton Wealth%22

FASEA adds adviser representative to board

JAMIE WILLIAMSON  |  TUESDAY, 10 DEC 2019
... been appointed to the FASEA board three months after the resignation of CountPlus chief executive Matthew Rowe. Hamilton Wealth managing director Will Hamilton has been appointed as a part-time director to the FASEA board, effective this week. Hamilton ...

Global manager pushes Australian expansion

ELIZA BAVIN  |  MONDAY, 30 SEP 2019
... both an individual and institutional level, and are increasingly interested in alternative, high-performing assets," Hamilton Lane said. The company said the Unlisted Global Private Assets Fund had already seen inflows of over $134 million. The new funds ...

Fee discounts harder for active ETFs

KANIKA SOOD  |  TUESDAY, 18 JUN 2019
... management as advisers with big books of client money choose to go the traditional way - through unlisted trusts. Hamilton Wealth Management, which advises on almost $500 million of client assets, says if an actively-managed fund that it currently uses ...

Wealth firm trims Aussie shares

KANIKA SOOD  |  FRIDAY, 14 JUN 2019
... Private Wealth executive has trimmed its allocations to Australian shares as it takes a bearish view on midcaps. Hamilton Wealth Management advises on about $500 million for high net worth clients. It took the decision to pull out 4% of this that was ...

Family offices maintain equity allocations: Study

DARREN SNYDER  |  FRIDAY, 13 JUL 2018
... approach asset allocation across the overall portfolio, which we expect to continue to evolve." FOX chief executive Sara Hamilton said: "Direct investing gives family offices the opportunity to invest in companies that they expect to grow, seeking strong ...

Macquarie shuffles infrastructure debt leadership

JAMIE WILLIAMSON  |  TUESDAY, 26 JUN 2018
... Sydney office, working on illiquid credit business development opportunities. Succeeding Wilson and Robertson is Kit Hamilton and Tim Humphrey. Hamilton has been head of the investment team since 2015 and Humphrey is currently head of investor solutions. ...

FEATURE: Managed accounts - more than meets the eye

ALEX BURKE  |  FRIDAY, 4 SEP 2015
... that they don't like them - they're not using a different form of investment; they're just not investing." While Hamilton Wealth Management chief executive Will Hamilton uses managed accounts (both IMAs and SMAs) for a similar proportion of his clients ...

New HNWIs demand unbundled services

ALEX BURKE  |  TUESDAY, 10 MAR 2015
... "When you get to the advanced stage of a market, a lot of people feel that they can do it on their own," said Hamilton Wealth Management chief executive Will Hamilton. At the same time, it would appear advice-averse HNWIs are interested in getting help ...

Count awards advisers in Shanghai conference

LAURA MILLAN  |  TUESDAY, 13 MAY 2014
... advice quality and good client outcomes within the different practices. The Member Firm of the Year award was given to Hamilton Morello Financial Planners, while the New Member Firm of the Year was awarded to Assured Wealth Advisors. Beames and Associates ...

Not-for-profit investors value non-alignment: Hamilton

JAMES FERNYHOUGH  |  WEDNESDAY, 19 FEB 2014
... independence as a selling point with not-for-profit foundations, according to Will Hamilton, chief executive of Hamilton Wealth Management. Hamilton Wealth Management recently won its first mandate from a religious charitable foundation. Hamilton did ...