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Showing 321 - 330 of 518 results for "High-net-worth"

Treasury Group commits to Evergreen

LINDA HAUSKEN | WEDNESDAY, 30 MAY 2012

... growth and success of Evergreen. Currently, Evergreen manages approximately $100 million in funds on behalf of high net worth individuals, family offices and institutions.

Wilson HTM appoints new head of private wealth

MELANIE TIMBRELL | TUESDAY, 29 MAY 2012

... wealth advisory business. Prior to this, Gale worked with KPMG and Credit Suisse in London and has expertise in high net worth advisory in addition to the specialist areas of derivatives, fixed income, capital markets, global solutions and family offices. ...

Property syndicate launches for HNW and SMSFs

BEN COLLINS | MONDAY, 21 MAY 2012

Charter Hall Direct Property has launched a new single property syndicate for high net worth investors and self managed super funds, in response to growing demand for investment opportunities in Perth's CBD. "We are currently in one of the best buying ...

OnePath upgrades insurance offering

LINDA HAUSKEN | FRIDAY, 11 MAY 2012

... processes" There are three segments that has been the main focus and they include blue collar, baby boomers and high net worth clients, said Kerr. "Understanding these segments has been a huge motivator for how we have underlined our changes accordingly. ...

Hyperion restructures, names new MD

MELANIE TIMBRELL | TUESDAY, 17 APR 2012

... officer Ian Harrison. Hyperion now manages in excess of $3.2bn for institutional clients, financial advisers and high net worth individuals.

Alphington wins corporate super mandate

ELISE BURGESS | WEDNESDAY, 4 APR 2012

... $250,000 in annual income or $2.5 million in assets. Alphington had previously focused on the wholesale space and high net worth investors with those figures as a minimum.

Schroders loses two analysts

CLAIRE MCGREAL | FRIDAY, 23 MAR 2012

... recruits." Schroders manages US $291.0 billion for institutional and retail investors, financial institutions and high net worth clients globally, invested in a broad range of asset classes across equities, fixed income and alternatives.

BT Insurance upgrades offer

ELISE BURGESS | MONDAY, 19 MAR 2012

BT Insurance has upgraded its BT Protection Plans offering for better coverage for high net worth individuals, income protection and flexible application processes. After reviewing external adviser input for 12 months, BT Insurance has launched its ...

Investment complexity on the rise for UHNW clients

MELANIE TIMBRELL | MONDAY, 27 FEB 2012

... and Asset Management teams as a key success factor. "Where we've been successful is ensuring the Australian ultra high net worth (UHNW) market knows the full suite of services that are available through Credit Suisse. Sometimes supply of a service may ...

SMSFs focus on risk reduction: report

RACHEL DAVIS | WEDNESDAY, 15 FEB 2012

... November and December 2011. In total 1,406 Australian consumers were surveyed, of whom 337 were SMSF trustees and 174 high net worth individuals (HNWIs) without SMSFs. A second survey was conducted with professionals servicing the segment. A total of ...

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Global X awards mandate for ETF business

ELIZA BAVIN

Global X has awarded a new custody and administration mandate for its Australian ETF business.

Bell Asset Management launches small-caps fund

KARREN VERGARA

Bell Asset Management has formally launched its Australian Small Companies Fund, which is run by former Tyndall Asset Management portfolio managers.

Former Australian Ethical finance chief lands new gig

MATTHEW WAI

The former chief financial officer of the ethical investment manager has joined a local finance company after wrapping up his tenure at AUB Group.

MySuper assets pursue $1.5tn Choice sector

KARREN VERGARA

MySuper assets are fast catching up to the $1.5 trillion Choice sector, hitting nearly $1.2 trillion in the March quarter.

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