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Showing 471 - 480 of 518 results for "High-Net-Worth"

Philanthropy takes centre stage: Trust

... vehicle. One of the misconceptions about setting up charity funds, especially PPFs, is that it is suitable for high net worth investors only. "That's not the case at all. You can have an accumulation plan and get the tax effectiveness by spreading the ...

FIIG raises $3.5m for next phase of growth

... Stening, the group raised the funds through convertible preference shares offered to staff and a select group of high net worth investors. "The capital raising by The Driven Group has provided the employees of FIIG, Diverseport and Driven with the opportunity ...

SMSFs are about control not speculation: IFSA

ALEX DUNNIN  |  WEDNESDAY, 15 NOV 2006
... Association (IFSA), found 51 per cent of all SMSF investors were 55 or younger. But the proportion is contracting as high net worth members switch to SMSFs as a better platform for operating their retirement assets. Surprisingly though, the survey also ...

Investec measures value of advice

... financial services giant Investec. The group's local private advisory arm specialises in providing financial advice for high net worth investors or those with investable assets of between $2 million to $20 million. Michelle Baltazar

Tynan Mackenzie promotes CEO successor

HAMISH MADDEN  |  MONDAY, 9 OCT 2006
... industry knowledge and commercial drive has made Tynan Mackenzie one of the leading financial advice firms for high net worth Australians. He has the business well positioned for the next phase." Before joining Tynan Mackenzie Meehan held several senior ...

Magnitude opens up to private wealth

... the opening of its Magnitude Private Wealth practice in Melbourne, set to be the first of many that will serve high net worth investors. The new practice starts with around $250 million in funds under administration (FUA) and is headed by advisers Ralph ...

InvestAhead to merge into Centric Wealth

KATE HAGE  |  WEDNESDAY, 27 SEP 2006
... InvestAhead have approximately 600 clients, of which over 300 are risk clients. Like Centric, InvestAhead is a high net worth planning group, which Pillemer said included a number of leading law and accounting firms on its client lists. "It's a close ...

Multiplex property fund closes oversubscribed

... that NAB is already working on a pipeline of similar projects. "We are also putting together exclusive offers for high net worth individuals and small institutions, and possibly moving into wholesale offerings." Michelle Baltazar

Expats lose out on super

... in the 40-plus age bracket who may already have accumulated significant retirement savings. "This could prevent high net worth migrants from coming here which is a real blow because we'll be losing the ability to manage their funds," said Matt Esler ...

Praemium to access UK's wealthiest through Lloyd's

KATE HAGE  |  MONDAY, 28 AUG 2006
... the high end UK market. Praemium managing director, Arthur Naoumidis, said the deal provides them with a unique high net worth distribution channel through Lloyd's 800 wealthy members. "Argenta provides SMAs to Lloyd's members, who are some of the UK's ...