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Showing 341 - 350 of 518 results for "High-Net-Worth"

PPM expands portfolio management team

CLAIRE MCGREAL  |  MONDAY, 24 OCT 2011
... said PPM founder and director Hugh MacNally. Hardy was also employed at Halliday Financial Group, a specialist high net worth advisor acquired by Centric Wealth, and was the group chief investment officer at Challenger, where he was responsible for more ...

Asia-Pacific's HNWIs second largest in the world

CLAIRE MCGREAL  |  MONDAY, 17 OCT 2011
Asia-Pacific's population of high net worth individuals now exceeds Europe's for the first time, making it the world's second-largest market after North America. That's according to the 2011 Asia-Pacific Wealth Report released by Merrill Lynch Global ...

Alphington targets younger HNW investors with wealth service

MATT WOODINGTON  |  TUESDAY, 11 OCT 2011
... $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. "The main reason is to target clients that are a bit younger, 35 to 40 plus, whereas ...

Macq seals landmark $8.7bn admin deal with Perpetual

ELISE BURGESS  |  WEDNESDAY, 5 OCT 2011
... features and broader market appeal. Macquarie will provide all back office service and administration for Perpetual's high net worth Wrap accounts that were on its $8.7 billion platform administration system (PACT). Geoff Lloyd, Perpetual's group executive ...

BT regroups for market push

ELISE BURGESS  |  WEDNESDAY, 3 AUG 2011
... and BT Investment Management. Mark Spiers will continue to lead the advice business while BT expands its focus on high net worth customers of Westpac, St George and Bank of Melbourne Private through its Private Wealth division, lead by Jane Watts.

Mercer chief scores plum promotion

ALISON BEVEGE  |  TUESDAY, 2 AUG 2011
... Australia and Lifespan Financial Planning both appointed to Mercer's wealth management consulting team to support high net worth clients. The consulting firm has also been growing globally and recently created a new role for a global chief investment ...

Australia ahead of pack in IT wealth spend

MATT WOODINGTON  |  FRIDAY, 22 JUL 2011
... fuelling Asian growth in technology investment," said Jaroslaw Knapik, senior analyst, Ovum. The Asia-Pacific's high net worth banking and financial planning sectors will increase spending on internet services specifically by 8.6% from the start of 2011 ...

New tool launched to gear SMSFs into property

ALISON BEVEGE  |  FRIDAY, 22 JUL 2011
... equities market and returns averaging 9.5% over the last 10 years. But Tony Bates, financial adviser from boutique high net worth advisory firm Bluepoint Consulting told attendees that he had yet to recommend residential property to an SMSF client. "You ...

Hillross acquires $2.2 billion planning group

MATT WOODINGTON  |  WEDNESDAY, 13 JUL 2011
... Hillross the deal fits nicely into its growth strategy and ambitions to build stronger distribution channels to high net worth clients. "This represented one of the few opportunities to acquire a high quality non-institutionally aligned licensee of reasonable ...

Securitor signs up merged planning group

MATT WOODINGTON  |  TUESDAY, 5 JUL 2011
... services, direct equities, funds management, platforms and insurance. Williams has over 25 years of experience advising high net worth (HNW) and ultra-HNW clients and was a founder of accounting firm Williams Hatchman & Kean, in 1984. He had been operating ...