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Showing 21 - 30 of 117 results for "High Net-Worth Individuals"

Perpetual investments drives profit boost despite market conditions

ALEX BURKE  |  THURSDAY, 22 FEB 2018
... reflected the business' "segmented high net worth strategy targeting medical specialists, professionals and high net worth individuals." The group's third business arm, Perpetual Corporate Trust, also reported a boost in profit - up 18% to $19.8 million. ...

HNWI financial advice demand falls: Research

KARREN VERGARA  |  THURSDAY, 14 DEC 2017
... increase after the US and Germany in its global wealth ranking. Over the same period, the number of ultra-high net worth individuals (UHNWIs) rose by 29% to nearly 3000 - the sixth-highest number globally. The report said the number of millionaires in ...

Channel Capital partners with Sahota to launch new boutique

EMMA RAPAPORT  |  TUESDAY, 12 DEC 2017
... than 12 months. Sahota said his current mission is to revolutionize the way superannuation funds and high net worth individuals think about their fixed income allocation. "Revolution AM will provide investors unique access to the Australian private debt ...

Australia becoming millionaire factory: Credit Suisse

ALEX BURKE  |  FRIDAY, 17 NOV 2017
... Germany. The Credit Suisse Global Wealth Report showed that over the same period, the number of ultra-high net worth individuals (UHNWIs) rose by 29% to nearly 3000 - the sixth-highest number globally. The report said the number of millionaires in Australia ...

Former Lehman Brothers chief unveils new asset manager

ALEX BURKE  |  TUESDAY, 7 NOV 2017
... chief executive Dick Fuld's most public Wall Street comeback since Lehman's collapse in 2008. Targeting high net worth individuals, family offices and institutions, Matrix Private Capital Group will be led by Fuld alongside Neuberger Berman veterans ...

Board changes at Crestone

KARREN VERGARA  |  TUESDAY, 17 OCT 2017
... Clark Morgan remain as two executive directors. Chisholm said: "Crestone's significant client base of high net worth individuals, family offices and not-for-profit organisations is expected to grow significantly in 2018 as we build up our resources and ...

Crestone appoints banking executive

EMMA RAPAPORT  |  MONDAY, 31 JUL 2017
... "Crestone has demonstrated a capacity for maintaining the strong trust of its significant client base of high net worth individuals, family offices and not-for-profit organisations in Australia." "Crestone provides a valuable and distinctive offering ...

Water investing makes a splash

KARREN VERGARA  |  MONDAY, 15 MAY 2017
... Investments managing director Kim Morison says the majority of investors in the Blue Sky Water Fund are high net worth individuals and self-managed super funds. The fund, which invests in water rights, has generated a 16.5% return net of fees and doubled ...

CFA considers AI, robo-advice in exams

KARREN VERGARA  |  THURSDAY, 4 MAY 2017
... such tools will unlikely replace engagement with human advisers for institutional investors and ultra-high net worth individuals as these groups of investors, with large portfolios and potentially diverse and complex investment needs, are likely to continue ...

Perpetual growing high net worth segment

KARREN VERGARA  |  THURSDAY, 23 FEB 2017
Perpetual's financial advisory arm for high net worth individuals, Perpetual Private, helped boost the company's profit in the six months to December. Perpetual Private posted profit before tax of $18.7 million, up 9% on the previous corresponding period. ...