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Showing 371 - 380 of 518 results for "High-Net-Worth"

Netwealth expands distribution

NEWS RELEASE  |  TUESDAY, 21 SEP 2010
... Manager at Credit Suisse, responsible for distribution of asset management product to advisers of HNW and ultra high net worth (UHNW) investors. "The appointment of Alexander comes as part of a broader strategy to increase our distribution capability ...

Sustainable investing gathers steam in Europe

NEWS RELEASE  |  FRIDAY, 10 SEP 2010
The share of sustainable investments in European High Net Worth Individuals' (HNWIs) portfolios has increased since the GFC, a news study has found. Sustainable investments now account for approximately 11 per cent of Europeam HNWI's portfolio's, or ...

CERTITUDE appoints head of distrib

ELISE BURGESS  |  THURSDAY, 9 SEP 2010
... reflects two aspects, both an employment and strategic direction for CERTITUDE which is to deliver relationships with high net worth investors and focus on institutional markets," said Craig Mowll, the group's chief executive. "Hector will be running ...

UBS to expand HNW adviser base

JOHN MCDULING  |  TUESDAY, 7 SEP 2010
... private clients want to directly own all the underlying securities in their portfolios. UBS is targeting the 55,000 high net worth (HNW) families in Australia with more than $2 million in investable wealth, a segment of the market that UBS expects could ...

Fiducian posts profits, eyes acquisitions

ELISE BURGESS  |  TUESDAY, 31 AUG 2010
... retail funds. The company listed a number of small wholesale mandates by notable charities, endowment funds and some high net worth individuals as under its investment manager portfolio. Fiducian Financial Services offers advisers over 35 managed funds ...

Asgard improves custody and corporate actions capacity

JOHN MCDULING  |  TUESDAY, 17 AUG 2010
... manager at Asgard. With ETFs continuing to gain popularity and with shares still the dominant investment vehicle for High Net Worth investors, Asgard believes it was critical for shares to be included on the platform. "Having shares on platform delivers ...

OC Funds unveils distribution strategy, appoints Purpura

ELISE BURGESS  |  MONDAY, 16 AUG 2010
... he was responsible for the development of extensive distribution networks across the advisory, institutional and high net worth segments of the market. He also has experience developing funds on both a domestic and international scale. "I'm here to get ...

Pengana gains 'three stars' rating

PRESS RELEASE  |  FRIDAY, 16 JUL 2010
... Sheela Veerappan, analyst at S&P Fund Services, said the fund is not suitable for all investors and may appeal to high net worth section of the market. "The has a strong emphasis on capital preservation and does not aim to be fully invested at all times. ...

HFA renames to CERTITUDE Global Investments

MICHAEL HOBBS  |  MONDAY, 12 JUL 2010
... management group is also expanding its client-base beyond traditional IFA-sourced retail investors to institutional and high net worth investors. CERTITUDE is negotiating a distribution agreement with a leading European-based asset manager to provide ...

How the wealthy invest their money

RUTH LIEW  |  FRIDAY, 25 JUN 2010
Australia's high net worth population increased by 34 per cent last year, according to a new report that sheds some light on how the rich allocated their funds just after the peak of the GFC. The latest World Wealth Report, released by Merrill Lynch ...