Search Results | Showing 21 - 30 of 58 results for "HNWIs" |
| | | ... to offer a digital experience that provides a single view of an investor's total wealth portfolio. Less than 30% of HNWIs still don't use an adviser, providing the digital experience and total reporting is a way for advisers to attract these ... |
| | | | ... followed by holdings in cash (72.4%) and direct residential property (43.4%). COVID-19 has prompted two-thirds (36.2%) of HNWIs either to change to or consider Australian investments, reinforcing domestic bias. HNWIs with bigger risk appetites tend to ... |
| | | | ... and 17.6 million "millionaires next door" with between US$1 million and US$5 million in investable assets. While the ultra-HNWIs are a tiny population, they account for a third of the total wealth of all HNWIs. However, even the exceptionally wealthy ... |
| | | | ... portfolios significantly. They are risk-averse risk takers," he said. The findings also highlight a financial education gap for HNWIs and UHNWIs. Morgan said this includes developing optimal investment strategies, managing intergenerational wealth transfer ... |
| | | | ... uncertainty. According to Capgemini's annual World Wealth Report, the number of Australian high-net-worth individuals (HNWIs) fell by 4.32%, from 278,000 to 266,000 between 2017 and 2018. Australia fell from ninth place to the 10th spot, overtaken ... |
| | | | ... wealth manager, provided there's a strong connection. But it's less likely in Australia. The number dips to 73% for HNWIs who report mediocre or low personal connection with their asset managers, Capgemini's latest study said. Releasing its ... |
| | | | The $2 billion Melbourne boutique is looking to raise at least $100 million for a new agricultural fund targeted at high-net-worth individuals, family offices and not-for-profit organisations. Warakirri Asset Management's new diversified agricultural ... |
| | | | ... reports on. Last month, the equities manager acquired a minority stake in a credit boutique that offers credit funds for HNWIs. |
| | | | ... otherwise known as BigTechs - such as Amazon, Alibaba, Apple and Google are battling to enter the wealth management space as HNWIs across the globe demand hybrid advice. "The race is on to beat BigTech firms in providing the best investment performance ... |
| | | | ... it or winding it up. The fund is eyeing an annual gross yield of 4.5%. Growth Farms invests in Australian agriculture for HNWIs, family offices and institutional investors through separately managed accounts and unlisted funds. The nearly 20-year old ... |
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