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Showing 21 - 30 of 102 results for "High-net-worth investors"

Grant Thornton appoints private wealth head

JAMIE WILLIAMSON  |  FRIDAY, 28 JUL 2017
... be responsible for growing the offering, working to secure the firm standing as adviser of choice for high net worth investors, particularly families. Grant Thornton chief executive Greg Keith said the appointment marks a significant milestone in the ...

Boutique manager selects A-REIT and small-cap specialists

DARREN SNYDER  |  THURSDAY, 27 JUL 2017
... the area's strategic position within Sydney," Paramor said. Folkestone has received commitments from high net worth investors and family offices to invest in the fund for $24.7 million, being the full amount to be raised by the fund.

Citi boosts wealth team

ALEX BURKE  |  FRIDAY, 24 MAR 2017
... Simson Sanaphay, meanwhile, has joined the team as a senior investment strategist, focusing on Citi's high net worth investors. He has held numerous other positions at Citi since 2001, including roles in foreign exchange options and fixed income. Elsa ...

Instreet launches VC fund

KARREN VERGARA  |  TUESDAY, 14 MAR 2017
... to produce high levels of capital growth, but also have the highest risk and so is often attractive to high net worth investors." He added Instreet intends to launch a new fund quarterly due to ongoing opportunities in the current market.

Cooper Investors appoints EQT, hires retail lead

KARREN VERGARA  |  MONDAY, 13 MAR 2017
... capability. Managing director Peter Cooper said: "There has been strong interest in our global funds among high net worth investors and their financial advisers, and in response we have taken steps to make it easier for them to invest in these two products." ...

New fund manager hot property

DARREN SNYDER  |  WEDNESDAY, 9 NOV 2016
... Management was driven by investor demand for mid-sized property assets from Intergen Property Group's existing high net worth investors, institutions, superannuation funds and offshore groups. "We are already working on a commercial property mandate ...

Top boutique in first push for new investors

MARK SMITH  |  FRIDAY, 30 SEP 2016
... looking to partner with family offices and independent financial advisers in a bid to attract long-term high net worth investors. From inception in August 2012 to the end of August 2016, the firm's Opportunities fund has returned an impressive 49% per ...

HNW investors value role of advisers

KERRIE SYDEE  |  MONDAY, 30 MAY 2016
... seeking financial advice and place a considerable amount of trust in that advice. Legg Mason surveyed 4,103 high net worth investors aged from 40 to 75 ("investors") and 1,267 high net worth investors aged 18 to 39 ("millennials") about their investment ...

Advisers halt HNW slide

MARK SMITH  |  TUESDAY, 16 FEB 2016
There are signs that advisers have recovered from last year's slide in the number of high net worth investors (HNWs) using their services. According to a recent Investment Trends survey of around 3000 HNWs with a combined $11.5 billion in investible ...

Legg Mason makes three acquisitions

DARREN SNYDER  |  THURSDAY, 28 JAN 2016
... a "diverse offering of proprietary investment products with a significant number of institutional and high net worth investors." As a result of the combination Legg Mason will own 65% of the new entity, branded EnTrustPermal, with 35% being owned by ...