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Showing 321 - 330 of 520 results for "high-net-worth"

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 ...

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 ...