Search Results | Showing 441 - 450 of 518 results for "High-Net-Worth" |
| | | ... consultation and will be open to retail investors. "SMA services in Australia have traditionally targeted very high net worth individuals. The Personalised Portfolio service will make SMAs more accessible to retail investors," said AMP Financial Services ... |
| | | | ... Financial banner, the Superfund Group will distribute its Superfund Strategy A and Superfund Gold A products to high net worth clients and institutions in Australia. Superfund Strategy A has achieved net-performance of 18 per cent per annum over 12 years ... |
| | | | As much as providing planning services to high net worth clients is a surefire way to grow funds under advice (FUA), gaining their loyalty is as hard as it looks. Accountants and financial planners shouldn't consider servicing high net worth clients ... |
| | | | ... considered a medium term investment and will be available through banks, specialist fixed income distribution houses and high net worth planning firms. Tim Yule, UBS head of fixed income product structuring and sales, said the investments had a proven ... |
| | | | ... repositioning itself to offer products suited for institutional investors. Ray White Invest has traditionally catered for high net worth investors and syndicates but their new direction means there's a new kid in the institutional property investments ... |
| | | | Fiducian financial planners have refined their skills and are attracting more high net worth investors than ever before. Indy Singh, managing director at Fiducian, said the company previously focused on delivering simple effective financial advice but ... |
| | | | ... Allco and Babcock & Brown families of related companies). The firm is a niche provider of margin loans and targets high net worth, and notionally wealthy, clients. The Herald Sun reported that the firm had a margin loan portfolio of $2.2 billion at June ... |
| | | | Industry Fund Financial Planning (IFFP) is set to provide its high net worth clients an extended financial planning service covering a range of products including direct equities and margin lending. According to David Haynes general manager at IFFP ... |
| | | | ... separately managed accounts (SMA) and online brokers could offer. "By staying relevant to planners who advise in the high net worth segment, they should keep their adviser reach and make their products more attractive to more clients," he said. However ... |
| | | | ... First Quadrant manages $47 billion in assets for international corporate and public pension plans, foundations, high net worth individuals and US domestic and offshore funds. Asset management company, Affiliated Managers Group (AMG), has a majority equity ... |
|