Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 351 - 360 of 518 results for "High-Net-Worth"

Snowball Shadforth planning for a FOFA future

RACHEL DAVIS  |  FRIDAY, 1 JUL 2011
... focuses on corporate clients, while Shadforth, with $8.6 billion in funds under advice, is predominantly in the high net worth clients' space.

Planners embrace 8IP Asia Pac Partners

ELISE BURGESS  |  THURSDAY, 30 JUN 2011
... Partners Fund from a wholesale to a retail offering in response to demand from planning dealer groups, practices and high net worth individuals. To be available under a Product Disclosure Statement (PDS), the boutique investment fund manager said investors ...

Two new appointments as Equiti fund closes in on first US property

ALISON BEVEGE  |  WEDNESDAY, 29 JUN 2011
... will expand the role. Linden Toll, director of Equiti Capital, said Robert would be responsible for growing the high net worth premium business. "We're lucky to have secured Rob, as he has a long-term background in the space," he said. The small but ...

Trust Company benefiting from global flows

MATT WOODINGTON  |  WEDNESDAY, 22 JUN 2011
... across Australia and New Zealand continue to provide opportunities for us, the increasing competition to service high net worth sector is also evident. "In the short term, we see a great opportunity to enhance this business by concentrating on the intergenerational ...

Merged planning groups plot Snowball effect

MATT WOODINGTON  |  THURSDAY, 26 MAY 2011
... focuses more on corporate clients, while Shadforth, with $8.6 billion in funds under advice, is predominantly in the high net worth clients' space. McDonald said that the combined business would be "doubly ready" for the FOFA reforms if and when they ...

Macquarie breathes new Life into insurance

MATT WOODINGTON  |  WEDNESDAY, 25 MAY 2011
... TPD cover that will now be made available through the Macquarie Wrap platform, while Macquarie Sumo, catering for high net worth clients, has also been upgraded for advisers nationwide. Other changes include enhancements to FutureWise and Macquarie Life ...

China's HNWs hold $1.2tr

ALEX DUNNIN  |  WEDNESDAY, 11 MAY 2011
China's economy is now advancing so quickly that its high net worth sector is already worth almost as much as Australia's entire superannuation market but growing four times faster. According to research just released by global consultant Bain & Company ...

High net worth clients being under advised

ELISE BURGESS  |  THURSDAY, 21 APR 2011
Advisers are not doing enough to make the most of out their relationships with high net worth clients, according to a survey of 1,287 US investors, with tax strategies and estate planning the biggest gaps. The Dow Jones Affluent Investor Study found ...

SMSFs targeted with UMA launch

MATT WOODINGTON  |  WEDNESDAY, 30 MAR 2011
Boutique financial advisory firm, Partners Group, launches unified managed account solution aimed at high net worth clients and SMSFs. The Adviser Portfolio Solutions Managed Account Service, created in conjunction with Multiport to assist with direct ...

GFC hangover hits Perpetual profit

ALISON BEVEGE  |  WEDNESDAY, 23 FEB 2011
... opportunities by launching new investment products such as the Secured Private Debt Fund for institutional investors and high net worth clients," said Perpetual chairman Peter Scott.