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Showing 401 - 410 of 518 results for "High-Net-Worth"

Macquarie hires insurance specialist

COMPANY RELEASE  |  FRIDAY, 16 OCT 2009
... management advisory services experience to the firm. Boss will provide insurance solutions for both small businesses and high net worth investors, focusing on asset and income protection, life cover and the estate planning and business succession. He ...

Perpetual Private Clients pushes into QLD

COMPANY RELEASE  |  THURSDAY, 15 OCT 2009
... strengthen the firm as it expands in Queensland. "We are looking to acquire complementary businesses specialising in the high net worth segment of the market, such as the recent acquisition of Grosvenor Financial Services who specialise in providing ...

Perpetual buys Grosvenor

COMPANY RELEASE  |  THURSDAY, 1 OCT 2009
... privately-owned planning firm specialising in financial, investment and tax advice. Grosvenor has more than 200 high net worth clients in the medical, dental and legal professions. Grosvenor is based in Sydney and was established in 2000 by principal ...

PPM opens fund to more Australians

COMPANY RELEASE  |  MONDAY, 14 SEP 2009
... strategies to investors looking to invest more than $1 million in the Australian share market. These investors include high net worth individuals as well as family offices, superannuation funds and charitable institutions. However for investors who don't ...

Capital protection should be core to satellite

MICHELLE BALTAZAR  |  FRIDAY, 28 AUG 2009
... when the bull market would have made paying a premium for the feature sound silly. But Rumble's clients, mainly high net worth investors and self-managed super funds (SMSFs), were duly rewarded when the unthinkable happened to the markets in 2007 and ...

Macquarie enters China JV

RUTH LIEW  |  FRIDAY, 28 AUG 2009
... be on helping companies and local government bodies raise financing, while providing RMB investment products to high net worth and institutional investors. The JV will have an initial capital base of RMB300 million ($52 million). "This joint venture ...

Equities jackpot for HNWs

RUTH LIEW  |  TUESDAY, 16 JUN 2009
... be the area they will focus their wealth management resources on over the next two years. Meanwhile Australian high net worth investors are expected to dedicate 25 per cent of their portfolios to equities investments over the next two years. Australian ...

HNWs to buy Aus equities

MICHELLE BALTAZAR  |  THURSDAY, 11 JUN 2009
Australian High Net Worth (HNW) investors, or those with more than $1 million of investable assets, are more likely to put fresh funds into Australian equities and cash-like investments over the next 12 months than in any other asset classes, a survey ...

FIRSTUNITY sets up Brisbane shop

PRESS RELEASE  |  TUESDAY, 2 JUN 2009
... opportunities." The financial advisory firm provides wealth management, family office, philanthropic services and capital and high net worth client services for organizations and individuals.

Debate advice, not advisers: Sherry

ALEX DUNNIN  |  THURSDAY, 21 MAY 2009
... are currently thought to service between 10 and 30y per cent of consumers, most of whom are 'mass affluent' and high net worth, with the result that there is ambiguity surrounding whether the public policy problem is how advisers currently operate compared ...