The latest issue of Financial Standard now available as an e-newspaper

READ NOW

Search Results

Showing 21 - 30 of 69 results for "HNWI"

HNW wealth transfer still on the to-do list

CHLOE WALKER | SATURDAY, 15 JUL 2023

Developing a wealth transfer plan remains on the to-do list for Australia's wealthiest, according to LGT Crestone's latest State of Wealth report. The report, now in its fourth year, uncovered nearly two thirds of Australian high-net-worth (HNW) ...

HNW population sees biggest decline in decade

CHLOE WALKER | WEDNESDAY, 7 JUN 2023

... (other than digital assets) yielded restrained enthusiasm from risk-averse investors, we learned through out January 2023 HNWI survey," Capgemini said. When it comes to ESG, 40% of respondents said that their returns from ESG-linked assets were like ...

UHNWs wealth in decline: Report

CHLOE WALKER | THURSDAY, 2 MAR 2023

... The report, now in its 17th edition, used findings from Knight Frank's data engineering team, and measured the size of HNWI, UHNWI and billionaire cohorts in more than 200 countries and territories. Although four in 10 UHNWIs saw their wealth increase ...

HNWIs remain interested in digital assets: Report

CHLOE WALKER | TUESDAY, 13 DEC 2022

Australian high-net-worth investors (HNWI) have continued to take an interest in digital assets this year despite market volatility, according to digital asset manager Matrixport's Private Wealth in Digital Assets Study. The study, commissioned ...

MA Financial secures $70m for property fund

CASSANDRA BALDINI | MONDAY, 5 DEC 2022

... raised $70 million for its MA Allendale Square Fund. The Perth office tower gained interest from high-net-worth investors (HNWI) across the firm's domestic and international client bases. The financial services firm explained it was these investors who ...

Millionaires worry about retirement

CASSANDRA BALDINI | FRIDAY, 21 OCT 2022

... Investment Managers released The Million Dollar Question report which evaluates retirement sentiment among high-net-worth (HNWI) investors. It found millionaires and everyday investors (40%) were almost on par in believing it will take a miracle to achieve ...

Integrated Portfolio Solutions offers Private Markets solution

JAMIE WILLIAMSON | TUESDAY, 10 MAY 2022

... non-traditional sources, he added. "We are seeing increasing proportions of alternative assets in high-net-worth investor (HNWI) portfolios across the board. In contrast to traditional investments, alternative assets are less dependent on market trends," ...

Wealthy overlook digital experience

KARREN VERGARA | TUESDAY, 14 DEC 2021

Wealthy investors tend to shun technology and prefer to keep track of their assets manually, according to Praemium. The survey, conducted with Investment Trends, suggests a minority of high-net-worth investors (11%) access an online digital portal and ...

Domestic bias swells for HNWIs

KARREN VERGARA | MONDAY, 13 DEC 2021

Cash, and local equities and property continue to be the preferred asset classes of the rich, according to a new report. High-net-worth individuals' love affair with domestic shares jumped from 56.4% three years ago to 73.4% in 2021, Crestone Wealth ...

Platforms reveal merger details

ANNABELLE DICKSON | FRIDAY, 31 JUL 2020

... access to the full suite of enhanced Praemium technology, strengthening the ability to serve the high net worth investor (HNWI) segment. "Praemium's capabilities with respect to reporting, and in particular tax reporting, offer a significant competitive ...

PAGE:

BT appoints new head of strategy

KARREN VERGARA | 10:47AM

A former Allianz Retire+ executive has joined BT as the new head of strategy.

ASX sees trade volumes soar in May

MATTHEW WAI | 12:24PM

ASX saw a substantial growth in trade volumes last month, despite continued lackluster movement in IPOs.

Otivo launches AI-powered financial advice

MATTHEW WAI | 12:21PM

Otivo has launched a mobile app for Australians to access licensed advice powered by AI.

Munro expands access to climate focused fund

VINNY VUCAGO | 12:09PM

The Munro Global Growth Climate Leaders PIE Fund has been opened to retail investors in New Zealand.

Videos

Brought to you by

Strength amid noise

Follow the leaders

Global economic outlook and the case for local currency emerging market debt: Resilience, risk, and opportunity

The market has changed. The opportunity hasn't.

Maintaining a fundamental focus in a world obsessed with the short term

SMILE through retirement - tackling the top 5 (Sequencing, Market, Inflation, Longevity, Emotion) retirements risks

A guaranteed future

MORE VIDEOS

Products

'Guide To' Series

Pocket investment guides featuring adviser case studies and a glossary.

MORE INFO

Publisher's Forum

Investing trends and strategies from the industry’s thought leaders.

MORE INFO

Product Showcases

Putting the spotlight on investment products that matter.

MORE INFO

Expert Feed

Christian Mueller-Glissmann

Head of Asset Allocation Research

Goldman Sachs

When geopolitics becomes a portfolio risk

Geopolitics is back - again - and Australian investors can no longer treat it as distant background noise.

READ MORE

Tania Milnes

General Manager Membership

Financial Advice Association Australia

Does association membership still matter?

With all the changes the advice sector has experienced in recent years, such as regulatory reform and increased education and professional standards ...

READ MORE