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Showing 21 - 30 of 52 results for "HNW Investor"

BetaShares targets HNW market with new role

ELIZA BAVIN  |  TUESDAY, 16 MAR 2021
BetaShares has announced a new appointment to a newly created role targeting the high-net-worth market. Tony Pattison has been named as head of high net worth groups and will be responsible for leading BetaShares' activities in the private bank, family ...

ESG bringing the family together

ANNABELLE DICKSON  |  TUESDAY, 24 NOV 2020
Environmental, social and governance (ESG) investing have emerged as a common interest for high net worth families who have competing interests over financial advice, risk and objectives, new research shows. Barclays Private Bank found that by 2030 ...

Sydney boutique sharpens focus on HNWs

KANIKA SOOD  |  FRIDAY, 9 OCT 2020
A Sydney real estate fund manager has established a private wealth division, as it sees opportunities to snap up new assets for syndicates of wealthy investors. EG currently manages about $3.2 billion in property assets, for investors that are mostly ...

Wealthy Aussies panic buy life insurance

ANNABELLE DICKSON  |  MONDAY, 17 AUG 2020
High net worth investors have resorted to panic buying life insurance products as a result of the COVID-19 pandemic despite low trust in the providers, according to the latest research from GlobalData. The analytics and data firm's 2020 Global Wealth ...

Embattled AMP sees wealth earnings dive

ELIZA BAVIN  |  THURSDAY, 13 AUG 2020
AMP has reported a near halving of its wealth management earnings and announced it is buying back Mitsubishi UFJ Trust and Banking Corporation 15% stake in AMP Capital. The embattled wealth manager has reported its first half underlying profit was $149 ...

High net worths want more: Research

HARRISON WORLEY  |  FRIDAY, 8 NOV 2019
... more from their wealth advisers, including broader access to alternatives. The 2019 Powerwrap and Investment Trends HNW Investor Report shows 58% of HNWs have unmet advice needs, an increase of four percentage points on last year's results. Investment ...

How to retain HNW heirs as clients

KANIKA SOOD  |  MONDAY, 24 SEP 2018
... GlobalData 2018 wealth manager survey asked wealth managers how they could minimise the risk of a next-generation HNW investor dumping them for a competitor. The most popular answer was to involve HNW heirs during estate planning. About one quarter of ...

Citi launches currency product, targets HNW investors

DARREN SNYDER  |  MONDAY, 4 JUN 2018
Citi Australia is continuing its increased push into the local wealth management market, introducing a currency product targeted at globetrotting high-net-worth investors. The Global Currency Account is launching as a transaction account with the ability ...

Private debt attractive for instos: Sahota

KANIKA SOOD  |  FRIDAY, 18 MAY 2018
Australia's $2.8 trillion private debt market could offer stable income opportunities for superannuation funds and high-net-worth individuals alongside capital preservation, according to fixed income veteran Bob Sahota. The private debt market in Australia ...

Macquarie merges private wealth businesses

KANIKA SOOD  |  THURSDAY, 17 MAY 2018
Macquarie Group is consolidating its private bank and private wealth businesses to concentrate its growth strategy on high net-worth (HNW) clients, a move it expects to affect advisers. HNW clients are already the exclusive focus of Macquarie's private ...