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Showing 291 - 300 of 520 results for "high-net-worth"

SFG FUA grow 8% to $11.6bn

MARK SMITH  |  THURSDAY, 28 FEB 2013
... Partners from 22 February. Lachlan Partners is an accounting, tax, SMSF and advice business servicing family office, high net worth and private company clients from its offices in Sydney, Melbourne and Brisbane. SFG said the merger reflects the convergence ...

BNP Paribas targets UHNW clients in Asia

MARK SMITH  |  WEDNESDAY, 20 FEB 2013
BNP Paribas is targeting ultra high net worth with its new plans to expand its wealth management business in Asia. Chief executive Jean-Laurent BonnafA(C), said the French bank was ready to "actively pursue business development in 2013" after adapting ...

ETF entrepreneur donates generously to uni

MARK SMITH  |  FRIDAY, 8 FEB 2013
... the generosity of his donation grabs the headlines, Tuckwell hopes it will also remind family office and ultra high net worth investors of the importance of thinking about the legacy of their wealth. Tuckwell hopes his donation will inspire other wealthy ...

Certitude wins three new mandates

MARK SMITH  |  WEDNESDAY, 6 FEB 2013
... suited for the changing investor environment," said Certitude chief executive Craig Mowll. A large family office, a high net worth boutique dealer group and a large trustee and multi-manager had granted the mandates, Mowll explained. "Our broad range ...

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 ...

Matthews Steer creates new wealth management arm

MARK SMITH  |  THURSDAY, 13 DEC 2012
... more demand generally for combined services across accountancy, taxation and wealth generation from business and high net worth clients. Matthews Steer will merge its financial planning group with its private client accounting service to form the core ...

Regal Long Short Aust EF 'highly recommended'

MARK STORY  |  TUESDAY, 4 DEC 2012
... While Regal started managing long short portfolios in 2004, it has until recently only serviced institutional and high net worth investors. Commenting on recent ratings, Andrew West, Portfolio Manager at Regal Funds Management said the current environment ...

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 ...

New head of wealth advice at Perpetual

BEN COLLINS  |  TUESDAY, 20 NOV 2012
... Transformation 2015 strategy now well underway and the Perpetual Private business building a truly differentiated high net worth offer, Mark's considerable experience will provide the leadership team with invaluable insight into how we can extract greater ...

netwealth launches global trading on platforms

MELANIE TIMBRELL  |  THURSDAY, 4 OCT 2012
... Japan. Matt Heine, executive director at netwealth said the service meets a key requirement of the private bank and high net worth market and that demand is already "significant." "We decided to develop the offering when a core group of our high net ...