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Showing 301 - 310 of 518 results for "High-Net-Worth"

Concentrated portfolios can benefit HNW

BEN COLLINS  |  THURSDAY, 13 SEP 2012
... global indices can benefit from a concentrated equities portfolio, said Private Portfolio Managers (PPM). "Many high net worth (HNW) and family offices find it difficult to access international strategies which suit them, as most are designed for the ...

BDO Wealth Mngt joins Fitzpatricks

LINDA HAUSKEN  |  FRIDAY, 7 SEP 2012
... company. "They practice the same client first approach to business and they have built a great business serving high net worth clients. "The team at Fitzpatricks looks forward to helping them deliver even more for their clients," said McMurdo. The group ...

Catch-all 'Alternative' label useless: Pengana

ALEX DUNNIN  |  FRIDAY, 7 SEP 2012
... this smarter way of looking at these strategies has been happening among family offices and advisers who work with high net worth clients. Super funds could benefit from a similar approach, said Pillemer. "They developed this approach because they had ...

Banking by video to drive loyalty: Telstra

MARK STORY  |  FRIDAY, 7 SEP 2012
... sector. Over half of those who found these concepts appealing were employed white collar workers and a third were high net worth affluent consumers. "The findings show that video can enhance engagement levels by improving trust and symmetry in the relationship ...

UK to ban exotic retail investment products

ALEX DUNNIN  |  THURSDAY, 23 AUG 2012
... following the release of a consultation paper that said the product class should be restricted to sophisticated high net worth (HNW) investors. Release of the consultation paper follows research commissioned by the FSA that found only one in four advised ...

Advisers urged to discuss structured giving

MELANIE TIMBRELL  |  FRIDAY, 17 AUG 2012
... International, Stephen Robertson has said the increase in advisers initiating the philanthropy conversation with high net worth clients is worthy of recognition. While the decision to give is ultimately the clients', Robertson said that one of the keys ...

HNW clients give brokers the 'thumbs down'

MELANIE TIMBRELL  |  FRIDAY, 10 AUG 2012
Failure by stockbrokers to adapt models to target what matters most to high net worth (HNW) clients has seen an exodus from traditional relationships. While the GFC and market volatility resulted in risk and capital protection being ranked most highly ...

Crystal Wealth appoints former Multiport CEO

LINDA HAUSKEN  |  MONDAY, 6 AUG 2012
... relationships," said Tim Wedd, executive director of Crystal Wealth Partners. "To have John's breadth of experience with high net worth clients across a range of investment structures, including SMSFs and managed accounts will be a great asset for the ...

Julius Baer, BOC in private wealth JV

MELANIE TIMBRELL  |  FRIDAY, 27 JUL 2012
... on buying the non-US wealth management operations of Merrill Lynch. The Swiss bank reckons that there are more high net worth individuals in Asia Pacific than any other region, with that number expected to more than double by 2015. Boris Collardi, chief ...

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 ...