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Showing 21 - 30 of 518 results for "High-Net-Worth"

Mercer picked to advise Pengana Credit

CASSANDRA BALDINI  |  WEDNESDAY, 26 JUL 2023
... commitment to support our plans to democratise global private credit investments for both Australian retail and high net worth investors." As previously announced in April, the launch of Pengana Credit was preceded by a $200 million seed funding round ...

Family office manager names first chief executive

CHLOE WALKER  |  WEDNESDAY, 28 JUN 2023
... financial planning and accounting firms and partnering with them to look after the investment needs of their ultra-high net worth client segments." While the firm is headquartered in Brisbane, Robertson said it also plans to open a Sydney office. "We ...

Family office invests $200m with Regal

JAMIE WILLIAMSON  |  MONDAY, 30 JAN 2023
... other credit opportunities. "We are seeing increasing interest in private credit from Australian family offices, high net worth individuals and institutions as investors search for ways to diversify their alternatives exposure," Regal chief executive ...

Super is enabling private market democratisation: PGIM

ANDREW MCKEAN  |  FRIDAY, 18 NOV 2022
... Financial Standard. "Until recently, private markets have been the sole domain of institutional investors and ultra-high net worth households. The majority of retail investors have had very little access to these diversification benefits and attractive ...

Regal Funds Management launches private credit capability

CASSANDRA BALDINI  |  TUESDAY, 23 AUG 2022
... alternatives investment capabilities across the Regal Partners group for institutional investors, family offices and high net worth individuals," concludes O'Connor.

Brookfield names leadership for asset management business

CASSANDRA BALDINI  |  FRIDAY, 12 AUG 2022
... we should continue to be one of the global leaders in alternatives investing for institutional, sovereign, and high net worth clients globally," it added. Brookfield further reported US$111 billion of cash and capital available for investment. It said ...

BlackRock, NAB collaborate on ETF suite

CHLOE WALKER  |  FRIDAY, 15 JUL 2022
... Wealth, the initiative aims to make ETF investing more accessible for all Australian investors, from retail to ultra-high net worth. BlackRock's iShares ETFs will include globally diversified and sustainable multi-asset portfolios, while a dedicated ...

JBWere seals strategic alliance with Lombard Odier

ANDREW MCKEAN  |  FRIDAY, 27 MAY 2022
... Asia-Pacific reinforces Lombard Odier's commitment to providing local, regional and global opportunities for the high net worth and ultra-high net worth population in the region." Currently, Lombard Odier's ecosystem of strategic alliances in Asia Pacific ...

CFP Board welcomes new chair

KARREN VERGARA  |  FRIDAY, 14 JAN 2022
... and Dimensional Fund Advisors across relationship management and adviser services roles, working alongside ultra-high net worth individuals, endowments and foundations. "Equipped with our new strategic priorities, 2022 will be an exciting year for CFP ...

Crestone to be acquired by LGT Group

JAMIE WILLIAMSON  |  WEDNESDAY, 15 DEC 2021
... to accelerate its growth strategy in Australia and expand the investment opportunities available to Australian high net worth clients while providing them with access to the expertise of the largest privately owned global private banking and asset management ...