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Showing 331 - 340 of 520 results for "high-net-worth"

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 ...

Crowe Horwath eyes HNWI business

ELISE BURGESS  |  TUESDAY, 31 JAN 2012
... has appointed two new business advisory principals, Mary O'Driscoll and Jim Softsis, in a bid to expand into the high net worth individual space. The firm said the appointments were part of Crowe Horwath's strategy to build its bank of expertise in the ...

Issues beyond the FOFA horizon

ELISE BURGESS  |  WEDNESDAY, 18 JAN 2012
... their exposure to C and D list clients. "While financial advisers will adapt - selecting to operate in a boutique high net worth space or as part of institutionally-backed organisations - the transition may not be entirely without pain," said the paper. ...

AMP Capital forges Japanese alliance

CLAIRE MCGREAL  |  FRIDAY, 9 DEC 2011
... will give AMP Capital access to around 80% of Japanese institutional investors and 14% of the country's retail and high net worth banking networks who will be able to avail of its products. The deal gives Mitsubishi UFJ Trust and Banking Corporation ...

Merger and new CEO for FMD

ELISE BURGESS  |  WEDNESDAY, 7 DEC 2011
... Perpetual Private Wealth in Victoria, who is already in the Melbourne-based role. Wapling also has experience in the High Net Worth client advice provision space and acquisition and organic growth initiatives. Effective from December 1, the merged board ...

MGD Wealth appoints Select to LDI portfolios

ELISE BURGESS  |  TUESDAY, 29 NOV 2011
... Management has been appointed investment manager of two newly created liability driven investment portfolios by high net worth wealth management and advisory business, MGD Wealth. The MGD Wealth Liability Driven Investing (LDI) portfolios, the LDI Connect ...

Snowball acquires HNW wealth manager

RACHEL DAVIS  |  FRIDAY, 11 NOV 2011
... has acquired a Melbourne based wealth management firm which specialises in providing family office services to high net worth clients. Jeena was established in 1991 by Pranlal Jeena and services a number of client families, managing approximately $55m ...

Adviser hiring blitz at Macquarie Private Wealth

ELISE BURGESS  |  THURSDAY, 10 NOV 2011
... Matthew Cahill and Joshua Derrington specialise in asset allocation based advice, while Ben Kirkegaard advises high net worth families and Lawrence Williamson focuses on self-managed super funds. The Canberra team has expanded by five new advisers with ...

Head of Bank of Melbourne Private appointed

RACHEL DAVIS  |  MONDAY, 31 OCT 2011
... background, strategic financial advisory expertise and a deep understanding of wealth management and the needs of high net worth clients." Ayres said he found the new Bank of Melbourne brand compelling and was excited to be leading Bank of Melbourne ...