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Showing 21 - 30 of 58 results for "HNWIs"

Wealthy overlook digital experience

KARREN VERGARA  |  TUESDAY, 14 DEC 2021
... 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 ...

Domestic bias swells for HNWIs

KARREN VERGARA  |  MONDAY, 13 DEC 2021
... 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 ...

US surpasses Asia Pacific for HNWI growth

ELIZABETH MCARTHUR  |  FRIDAY, 10 JUL 2020
... 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 ...

Aussie millionaires are cashed up: Report

KARREN VERGARA  |  THURSDAY, 25 JUL 2019
... 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 ...

Aussie HNWIs slip down global rankings

KARREN VERGARA  |  WEDNESDAY, 10 JUL 2019
... 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 ...

Asset manager consolidation top of mind for HNWIs

DARREN SNYDER  |  WEDNESDAY, 28 NOV 2018
... 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 ...

Warakirri launches new fund for HNWIs

KANIKA SOOD  |  FRIDAY, 16 NOV 2018
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 ...

Pengana hires distribution lead from NAB

KANIKA SOOD  |  THURSDAY, 19 JUL 2018
... reports on. Last month, the equities manager acquired a minority stake in a credit boutique that offers credit funds for HNWIs.

Aussie HNWI population grows: Capgemini

HARRISON WORLEY  |  THURSDAY, 21 JUN 2018
... 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 ...

Agricultural asset manager promotes new fund

KANIKA SOOD  |  MONDAY, 18 JUN 2018
... 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 ...