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Showing 391 - 400 of 518 results for "High-Net-Worth"

Centric enhances direct equities services

MICHAEL HOBBS  |  WEDNESDAY, 14 APR 2010
... is building on its direct equities and individually managed account (IMA) capability following demand from its high net worth clients. John McMurdo, chief executive at Centric Wealth, said the planning group's high net worth clients are demanding alternatives ...

Can fee-for-service insurance advice work?

MICHELLE BALTAZAR  |  MONDAY, 12 APR 2010
... Reddacliff said, however, that this may not necessarily be the case for their core market, the private advisory market (high net worth investors), where their clients can afford to pay upfront or want the option to do so. In a similar move, Melbourne-based ...

Former GSJBW partner starts hedge fund

RUTH LIEW  |  MONDAY, 12 APR 2010
... of global real estate securities portfolios with Goldman Sachs LLP. His new venture, Evergreen Capital, targets high net worth individuals and family offices with the Evergreen Australian Equities Return Fund. It is a hedge fund aimed at generating after-fees ...

HUB24 wins Sentry mandate

COMPANY RELEASE  |  MONDAY, 12 APR 2010
... "Initially we plan to trial the UMA facility with a select group of planners who provide highly specialised services to high net worth clients, as the tax planning advantages of utilising a UMA will maximise the worth and style of the administration ...

Planning firm to drop commission-based insurance advice

MICHELLE BALTAZAR  |  WEDNESDAY, 7 APR 2010
... remuneration. "Godfrey Pembroke traditionally is an autonomous business and has a strong history in the private advisory [high net worth] market. It's not unusual for us to make a move of differentiation and that's exactly what we're doing here," said ...

PM Capital eyes insto market

MICHAEL HOBBS  |  WEDNESDAY, 24 MAR 2010
... clients previously is due to resources. "We've got limited resources and when we started the business, we focused on high net worth individuals and then the retail market so this is just a natural progression," he said. Investment resources might not ...

Global instos flock to Asian infrastructure

PRESS RELEASE  |  WEDNESDAY, 24 MAR 2010
... electricity transmission, water supply and waste management. Capital commitments came from a range of institutional and high net worth investors including US, Canada, Europe, Asia and Middle East. "We have built a strong team of experienced infrastructure ...

Merrill Lynch exec heads Macquarie Private Wealth

COMPANY RELEASE  |  THURSDAY, 18 MAR 2010
... Group. He was responsible for Merrill Lynch's operations in the south-eastern part of the US and for the ultra-high net worth client activity in that region. During his 16 years with ML, he held a wide range of financial services management roles and ...

Instos gain carbon footprint data

COMPANY RELEASE  |  MONDAY, 14 DEC 2009
... Northern Trust's Investment Risk and Analytical Services platform, which is available to its institutional and high net worth investors. "Using our integrated environmental analytics solution, trustees can make comparisons between funds and individual ...

MLC FUM falls 19pc, in-force premiums rise

MICHAEL HOBBS  |  WEDNESDAY, 28 OCT 2009
... JBWere and the addition of NAB Private Wealth will enhance the group's wealth management service to high and ultra high net worth clients, the statement continued. Steve Tucker, chief executive at MLC Australia, said the business has continued to focus ...