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Showing 461 - 470 of 518 results for "High-Net-Worth"

ABN AMRO gives investors new Elixir

CHRIS NICHOLLS  |  TUESDAY, 21 AUG 2007
... asset classes, enhanced participation returns and a 100 per cent capital guarantee. Designed to meet demands from high net worth investors, the product invests in international equities, global properties and global commodities. Each of the three portfolios ...

High net worth clients like it crystal clear

CHRIS NICHOLLS  |  WEDNESDAY, 15 AUG 2007
Among the key criteria for high net worth clients when choosing where to park their money are product transparency and access to the underlying fund managers, according to Richard Nicholas, director of Peak Investment Partners. Speaking at the Financial ...

Centric snaps up lending firm

CHRIS NICHOLLS  |  MONDAY, 13 AUG 2007
... private bank. K&E specialise in providing mortgages, commercial finance, asset finance and debt reconstruction to high net worth and professional clients. Centric's move will add $850 million to Centric's loan books, bringing the total to $1.4 billion. ...

Local investors still call Australia home

... Taverner Research and commissioned by Macquarie Private Wealth. It surveyed the investment behaviours and attitudes of high net worth individuals or those with above $500,000 in investable assets. Macquarie Private Wealth national practice manager Doug ...

Austock added to Mac margin lending

HAMISH MADDEN  |  THURSDAY, 28 JUN 2007
... said. "When Imputation Bonds and margin lending are combined, they open new financial planning applications for high net worth investors. For instance, an Imputation Bond structured as a 'sinking fund' to repay a margin loan, creates flexibility on how ...

IOOF increases fund options by a dozen

HAMISH MADDEN  |  THURSDAY, 17 MAY 2007
... administration fee for balances over $500,000 and the fee aggregation feature which is appealing to self-managed super and high net worth clients. "The IOOF Portfolio Service and LifeTrack platform are also key platforms. This investment menu enhancement ...

Elite investing strategies ready for download

... is offering mum-and-dad investors and financial planners access to data that reveals the investment secrets of high net worth investors. Robert Huebscher, the founder of Thomson Financial's Investment Software division, has set up Advisor Perspectives ...

Arnheim Gillard's new advisory service targets HIP managers

CHRIS NICHOLLS  |  MONDAY, 16 APR 2007
... demographic, characterised by general managers in their mid-30s, differing from Arnheim Gillard's previous focus on high net worth clients. Headed by Michael Swinsburg, who joined the company late last year, the service will provide advice on key issues ...

Stenham wins best long-term FOHF

HAMISH MADDEN  |  FRIDAY, 16 FEB 2007
... needs of its investors. "We have a conservative client base, with a healthy mix of institutional investors and high net worth clients who are seeking absolute returns and capital preservation irrespective of market volatility," he explained. "Equity ...

DFS fee model a winner

... spun-off from accounting firm Deloitte five years ago, has adopted a fee-for-service model that is proving a hit with high net worth investors. The group inherited the proprietary 'fee matrix' created by Deloitte, which sees them billing clients in the ...