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Showing 311 - 320 of 518 results for "High-Net-Worth"

SFG rolls out FOFA-ready MDA

MELANIE TIMBRELL  |  THURSDAY, 19 JUL 2012
... portfolio solution enabling clients to remain in control of portfolio changes, making it a targeted offering for high net worth and SMSF investors, according to Fenning. "There have been many attempts across the industry to deliver a mainstream managed ...

BT hones tech for advice scale

MELANIE TIMBRELL  |  FRIDAY, 13 JUL 2012
... network where we provide advice through video hook-ups is an important part of that," he said. Growing business among high net worth clients was a key motivator behind the launch of the group's new adviser network BT Select, although the investment in ...

Dodd-Frank sees rise in virtual family offices

MELANIE TIMBRELL  |  FRIDAY, 13 JUL 2012
... budgeting, reporting and accounting work required to really be able to offer a complete family office experience to high net worth individuals," Wilson has written. According to Wilson, the VFO "allows wealth management firms to give more complete services ...

BT flags wealth "land grab"

MELANIE TIMBRELL  |  THURSDAY, 12 JUL 2012
... years, we think the growth in wealth will be to banks over the next 20.'' Cooper flagged self-managed super and the high net worth segment as a focus - the kind of clients currently being serviced by the practices BT Select will be recruiting. The other ...

Australian instos exposed to AML risks

ALEX DUNNIN  |  TUESDAY, 3 JUL 2012
... involved in the transaction could be frozen indefinitely. "Selected individuals can also pose large risks, such as high net worth individuals and people who are political exposed," said Balani. The due diligence obligations on institutional investors ...

Fitzpatricks Private Wealth builds advice profile

MELANIE TIMBRELL  |  THURSDAY, 28 JUN 2012
High net worth advisory firm Fitzpatricks Private Wealth has signed John McMurdo in the role of group managing director and added Chris Cuffe to its board of directors. McMurdo, who was formerly chief executive officer of Centric Wealth and managing ...

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 take $720bn hit in 2011

MELANIE TIMBRELL  |  WEDNESDAY, 20 JUN 2012
A 4.9% decline in the wealth of ultra-high net worth individuals saw the value of the entire high net worth sector contract by $US 700 billion in 2011. The fall is despite a 0.8% increase in the number of HNWIs, according to the latest RBC/Capgemini ...

MLC appoints head of practice management

LINDA HAUSKEN  |  TUESDAY, 19 JUN 2012
... and her extensive experience has given her great insight into businesses that focus on both the mass market and high net worth advice," he added.

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 ...