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Showing 431 - 440 of 518 results for "High-Net-Worth"

UBS taps into Dutch wealth

MICHAEL HOBBS  |  MONDAY, 30 JUN 2008
... VermogensGroep's core business includes investment management, monitoring and reporting services to predominantly high net worth clients with roughly $6.5 billion in client assets under management and an additional $16.4 billion in assets under administration. ...

High Net Worth wealth tops $42tr

Market Wrap - Morning

AAP  |  WEDNESDAY, 25 JUN 2008
... case continues in the Federal Court in Melbourne, and the annual Merrill Lynch Capgemini World Wealth Report on high net worth individuals will be released. Yesterday, the Australian share market closed marginally higher after some heavy lifting by the ...

ML picks Praemium for admin

RUTH LIEW  |  THURSDAY, 5 JUN 2008
... significant player in the provision of customised financial planning and wealth management advice to Australian high net worth clients," said Naoumidis. "The Australian high net worth individual is growing in both sophistication and globalisation," said ...

Falkiner heads to Double Bay

RUTH LIEW  |  THURSDAY, 22 MAY 2008
... has been to get our three year track record right and to build our team to support ongoing funds growth from the high net worth retail and planner markets," Falkiner said.

Private banker joins Macquarie

RUTH LIEW  |  WEDNESDAY, 21 MAY 2008
... Rothschild, responsible for overseeing the business' private client division and managing the portfolios of several high net worth clients. At Macquarie Private Bank, O'Donnell will be responsible for advising clients across a range of areas including ...

Planner To-Do list post Budget

... and co-contributions will have a big impact on existing financial plans. "The government's now getting rid of 'high net worth' welfare where the means test is based on the primary earner's income and the baby bonus being based on the family income." ...

AWM buys 70pc stake in Ord Minnett

Australian Wealth Management Limited (AWM) expands its distribution network in the high net worth market after it acquired a majority 70 per cent stake in advisory and broking group Ord Minnett. Under the deal, AWM gets 70 per cent of the Ord Minnett ...

Private wealth managers bank on CRM

RUTH LIEW  |  WEDNESDAY, 30 APR 2008
... customer management technologies is on the increase as private wealth managers jostle for a bigger share of the high net worth investors market. Eric Moore, director of sales and marketing at StayinFront Australia, claims integrated technologies are ...

Credit Suisse expands private banking

MICHAEL HOBBS  |  WEDNESDAY, 23 APR 2008
... the development of its strategy to provide investment banking, private banking and asset management services to high net worth clients and Australian businesses. Established in 1996, Hindal specialises in the small to mid cap corporate sector providing ...