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Showing 441 - 450 of 518 results for "High-Net-Worth"

AMP launches SMA platform

RUTH LIEW  |  TUESDAY, 22 APR 2008
... 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 ...

Superfund Group pans for Australian gold

MICHAEL HOBBS  |  THURSDAY, 20 MAR 2008
... 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 ...

High net worth, high expectations

MICHAEL HOBBS  |  THURSDAY, 13 MAR 2008
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 ...

UBS redefines fixed income

MICHAEL HOBBS  |  THURSDAY, 28 FEB 2008
... 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 ...

Ray White targets instos

MICHAEL HOBBS  |  MONDAY, 18 FEB 2008
... 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 FP attracts HNW clients

MICHAEL HOBBS  |  THURSDAY, 7 FEB 2008
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 ...

Tricom a day late on settlements

WWW.THESHEET.COM  |  WEDNESDAY, 30 JAN 2008
... 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 funds target HNW

MICHAEL HOBBS  |  TUESDAY, 29 JAN 2008
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 ...

Direct equities gain ground in platforms

MICHAEL HOBBS  |  FRIDAY, 18 JAN 2008
... 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 launches fund for all seasons

MICHAEL HOBBS  |  THURSDAY, 6 DEC 2007
... 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 ...