Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 421 - 430 of 518 results for "High-Net-Worth"

Zenith wins clients and adds to team

MICHAEL HOBBS  |  FRIDAY, 13 FEB 2009
... investment analyst. Miller previously worked at financial planning firm, Jeena Limited for three years managing high net worth client portfolios and monitoring funds on the recommended list. Miller will review and analyse managed funds across a range ...

Lowenhaupt Global Advisors lands in Oz

RUTH LIEW  |  WEDNESDAY, 10 DEC 2008
... unique partnership with Stuart Black," said Lowenhaupt. Sean Cortis, who has more than 20 years experience advising high net worth individuals and private business, will serve as chief operating officer in Sydney. He is a member of the Institute of Chartered ...

Credit Suisse appoints private banking head

MEDIA RELEASE  |  TUESDAY, 4 NOV 2008
... Credit Suisse's private banking division, which provides sophisticated customised solutions to the bank's ultra high net worth (UHWN) customer base. Heading the Solution Partners team in the region, McGregor played a role in establishing strong collaboration ...

MCG appoints Select

RUTH LIEW  |  MONDAY, 20 OCT 2008
... Asset Management to administer its portfolio management process. MCG, which manages $250 million on behalf of 45 high net worth Australian families, first started using a number of Select funds around 2003 in a bid to include alternative assets within ...

Euro SRI market hits $4 trillion

MICHAEL HOBBS  |  THURSDAY, 2 OCT 2008
... demand from institutional investors in responsible investment as a risk management tool and growing interest among high net worth individuals, the reports found.

PE firms gobble Lehman Bros AM

RUTH LIEW  |  WEDNESDAY, 1 OCT 2008
... Amato will remain head of Neuberger Berman. In store for the new company is a broad suite of products including high net worth, separately managed accounts, institutional, fixed income, mutual funds and alternative assets including private equity. Bain ...

Deutsche Bank extends Russian footprint

MICHAEL HOBBS  |  WEDNESDAY, 17 SEP 2008
... to buy a minority stake in UFG Advisors, a hedge fund management company that invests in Russian securities for high net worth and institutional clients.

Plum reloads for HNW clients

MICHAEL HOBBS  |  FRIDAY, 11 JUL 2008
... relaunched its financial planning division, developed a pension product and revamped its website to better cater for high net worth (HNW) members. The firm's financial planning service, which includes 60 financial advisers, was rebranded Momentum and ...

Bell Financial buys Southern Cross Equities

MICHAEL HOBBS  |  MONDAY, 7 JUL 2008
... expects to complete the transaction by mid September this year. The deal means BFG will expand its institutional and high net worth business and add 30 more advisers to its team. Colin Bell, BFG executive chair, said the deal was an opportunity for each ...

Proactive planners ease client concerns

MICHAEL HOBBS  |  FRIDAY, 4 JUL 2008
... correction, what long term financial implications could result. It was a technical piece but I only sent it out to my high net worth clients." After sending the information to clients, Browne said, some clients decided to alter their portfolio and invest ...